401(k) · DOL Form 5500 · 2022

Case & Associates Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
646
Participants Below avg headcount
77th
Percentile by assets National rank
$30,779
Avg per participant Low balance/head
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Official DOL plan name: Case & Associates Properties, Inc. 401(k) Plan · Sponsored by Case & Associates Properties, Inc. · Oklahoma · Real Estate

$20M in assets, 646 participants

Case & Associates Properties, Inc.'s Case & Associates Properties, Inc. 401(k) Plan reported $20M in total assets and 646 participants in its 2022 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,523 in Real Estate (5,057 peers)

Where Case & Associates Properties, Inc. 401(k) Plan sits by assets

Case & Associates Properties, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 646 participants (~$30,779/participant), down 11.7% in 2022.

#4,523
in Real Estate (5,057 peers)
-11.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Case & Associates Properties, Inc. 401(k) Plan's outsized position by total assets

Case & Associates Properties, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,883,486 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Case & Associates Properties, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Case & Associates Properties, Inc. 401(k) Plan sits mid-pack in the medium band (646 participants).

Published 5500 schedule card

Filing strip 731180117 · Case & Associates Properties, Inc. PY 2022 · 401(k)

Case & Associates Properties, Inc. 401(k) Plan · $20M · 646 · 77th

  • BOY $20M
  • SCH 646
  • EBSA 77th
  • PART 401(k)
  • TYPE near Dermatology Associates of Concord, Inc. 401(k) Profit Sharing Plan
  • NET ind #4523

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Oklahoma →

Case & Associates Properties, Inc. 401(k) Plan in the asset neighbourhood

Case & Associates Properties, Inc. 401(k) PlanCase & Associates Properties…$20MDermatology Associates of Concord, Inc. 401(k) Profit Sharing PlanDermatology Associates of Co…$20MThe Christ Hospital 401(a) Retirement Savings PlanThe Christ Hospital 401(a) R…$20MMidlands Orthopaedic and Neurosurgery, PA Retirement PlanMidlands Orthopaedic and Neu…$20MBelmond USA Inc. 401(k) Plan$20M
End-of-year total assets ($M) among Case & Associates Properties, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN731180117
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case & Associates Properties, Inc.)

Sponsor-wide plan assets over time

All Case & Associates Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 35.8866448267673% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.9M $27M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 646 $20M
2023 1 671 $24M
2024 1 682 $27M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Case & Associates Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Case & Associates Properties, Inc. 401(k) Plan, Total assets ($B): 0.019883486 · Participants: 646Case & Associates Properties, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Case & Associates Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Case & Associates Properties, Inc. 401(k) Plan side-by-side with 3 peers →

Case & Associates Properties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Dermatology Associates of Concord, Inc. 401(k) Profit Sharing Plan in MA ($20M); by covered participants it is USA Compression 401(k) Plan in TX (646 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (646 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Case & Associates Properties, Inc. 401(k) Plan assets move in 2022? ▼
Case & Associates Properties, Inc. 401(k) Plan pulled back noticeably - down 11.7% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Case & Associates Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case & Associates Properties, Inc.'s sponsor-wide assets grew 35.9%, from $20M to $27M.
Where does Case & Associates Properties, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Case & Associates Properties, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Case & Associates Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dermatology Associates of Concord, Inc. 401(k) Profit Sharing Plan in MA ($20M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Case & Associates Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is USA Compression 401(k) Plan in TX (646 participants, $48M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731180117.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.