401(k) · DOL Form 5500 · 2022

C.a.S.E. Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
105
Participants Small participant base
43rd
Percentile by assets National rank
$32,527
Avg per participant Low balance/head
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Official DOL plan name: C.a.S.E. Construction, Inc. Retirement Plan · Sponsored by C.a.S.E. Construction, Inc. · Indiana · Construction

$3M in assets, 105 participants

C.a.S.E. Construction, Inc.'s C.a.S.E. Construction, Inc. Retirement Plan reported $3M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,105 in Construction (9,927 peers)

Coverage in Indiana

C.a.S.E. Construction, Inc. Retirement Plan covers 105 participants in Indiana, about 19% of the average Indiana filer (state average ~541 per filing). Assets: $3M.

#4,105
in Construction (9,927 peers)
-12.3%
assets change YoY

The plan reported a net loss of $480K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C.a.S.E. Construction, Inc. Retirement Plan's mid-pack asset rank among Construction and all filers

C.a.S.E. Construction, Inc. Retirement Plan vs every filed plan by assets

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

$3,415,310 43rd percentile higher than 43% 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

C.a.S.E. Construction, Inc. Retirement 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. C.a.S.E. Construction, Inc. Retirement Plan sits mid-pack in the medium band (105 participants).

Published 5500 schedule card

Filing strip 351975007 · C.a.S.E. Construction, Inc. PY 2022 · 401(k)

C.a.S.E. Construction, Inc. Retirement Plan · $3M · 105 · 43rd

  • BOY $3M
  • SCH 105
  • EBSA 43rd
  • PART 401(k)
  • TYPE near Rosen Systems, Inc. 401(k) Profit Sharing Plan
  • NET ind #4105

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 Construction retirement plans → · Plans in Indiana →

C.a.S.E. Construction, Inc. Retirement Plan in the asset neighbourhood

C.a.S.E. Construction, Inc. Retirement PlanC.a.S.E. Construction, Inc. …$3MRosen Systems, Inc. 401(k) Profit Sharing PlanRosen Systems, Inc. 401(k) P…$3MMature Care of Standifer Place 401(k) PlanMature Care of Standifer Pla…$3MGriffin Insulation, Inc. Profit Sharing PlanGriffin Insulation, Inc. Pro…$3MMajor Brands Oil Company, Inc. 401(k) Salary Reduction Plan & TrustMajor Brands Oil Company, In…$3M
End-of-year total assets ($M) among C.a.S.E. Construction, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$480K
Employer EIN351975007
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.a.S.E. Construction, Inc.)

Sponsor-wide plan assets over time

All C.a.S.E. Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.1243342478428% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 20222024 $3.42M $4.31M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 105 $3M
2024 1 134 $4M

Nearby 401(k) Plans in Indiana

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

C.a.S.E. Construction, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants C.a.S.E. Construction, Inc. Retirement Plan, Total assets ($B): 0.00341531 · Participants: 105C.a.S.E. Construction, Inc. Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
C.a.S.E. Construction, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare C.a.S.E. Construction, Inc. Retirement Plan side-by-side with 3 peers →

C.a.S.E. Construction, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Rosen Systems, Inc. 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 C.a.S.E. Construction, Inc. Retirement Plan assets move in 2022? ▼
C.a.S.E. Construction, Inc. Retirement Plan pulled back noticeably - down 12.3% during 2022, from $4M to $3M. Reported net income was -$480K.
How have C.a.S.E. Construction, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), C.a.S.E. Construction, Inc.'s sponsor-wide assets grew 26.1%, from $3M to $4M.
Which 401(k) plans are similar in size to C.a.S.E. Construction, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosen Systems, Inc. 401(k) Profit Sharing Plan in TX ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to C.a.S.E. Construction, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 participants, N/A 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 351975007.

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.