Profit Sharing · DOL Form 5500 · 2022
Case Engineering 401(k) Plan & Trust Dated 1/1/1990 Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 2
- Participants
- 42nd
- Percentile by assets
- $1.6M
- Avg per participant
Official DOL plan name: Case Engineering, Inc. · Sponsored by Case Engineering 401(k) Plan & Trust Dated 1/1/1990 · Florida · Professional & Technical Services
$3M in assets, 2 participants
Case Engineering 401(k) Plan & Trust Dated 1/1/1990's Case Engineering, Inc. reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- 42nd percentile by assets (of 139,126 plans)
- #8,446 in Professional & Technical Services (21,562 peers)
Case Engineering 401(k) Plan & Trust Dated 1/1/1990 multi-year trail
Case Engineering 401(k) Plan & Trust Dated 1/1/1990's plans moved +71.6% in assets from 2022 to 2024; this filing shows Case Engineering, Inc. at $3M / 2 participants.
- $3M
- total plan assets (2022 EOY)
- 2
- covered participants
- 42nd
- percentile by assets (of 139,126 plans)
- $1.6M
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Case Engineering, Inc. sits by total assets
Case Engineering, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,243,061 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Case Engineering 401(k) Plan & Trust Dated 1/1/1990 across 3 plan years on file
Across the 3 plan years Case Engineering 401(k) Plan & Trust Dated 1/1/1990 has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $6M, a gain of 71.6%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($3M).
Case Engineering 401(k) Plan & Trust Dated 1/1/1990 multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $5M |
| 2024 | 1 | 2 | $6M |
Case Engineering 401(k) Plan & Trust Dated 1/1/1990 filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$2M |
| Employer EIN | 591671697 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
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Profit Sharing plans in other states closest to Case Engineering, Inc. by total assets, not by location.
Frequently Asked Questions
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Next read for Case Engineering, Inc.
Multi-year trail
Ways to act on Case Engineering, Inc.'s numbers.
- By total assets, Case Engineering, Inc. ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- Case Engineering 401(k) Plan & Trust Dated 1/1/1990's sponsor-wide assets have grown 71.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans