Rick Case Enterprises, Inc. 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Rick Case Enterprises, Inc. · Florida · Retail Trade

What the 2023 filing shows

Rick Case Enterprises, Inc. 401(k) Plan holds $24M for 1,103 participants — about $22,106 per participant, down 7.9% over the 2022 plan year.

$24M
total plan assets (2022 EOY): 1,103
covered participants: $22,106
avg assets per participant: -7.9%
assets change YoY

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.

Total Assets (2023)

$24M

Participants

1,103

State

Florida

Industry

Retail Trade

What the Filing Says About Rick Case Enterprises, Inc. 401(k) Plan

Rick Case Enterprises, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Rick Case Enterprises, Inc., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 1,103 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 311172396, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $26M at the beginning of 2022 to $24M at year-end — a decline of 7.9%. Net assets (after liabilities) closed the year at $24M, with reported net income of $-2,086,543 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$26M
Total Assets (End of Year)	$24M
Net Assets (End of Year)	$24M
Net Income	$-2,086,543
Plan Type	401(k)
Employer EIN	311172396
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rick Case Enterprises, Inc.)

Year	Plans	Participants	Total Assets
2022	1	1,103	$24M
2023	1	1,235	$31M
2024	1	1,235	$35M

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Compare Rick Case Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Rick Case Enterprises, Inc. 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Rick Case Enterprises, Inc. 401(k) Plan holds $24M in total assets with 1,103 participants. It is sponsored by Rick Case Enterprises, Inc..

What type of plan is Rick Case Enterprises, Inc. 401(k) Plan? ▼

Rick Case Enterprises, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 311172396.

Who sponsors the Rick Case Enterprises, Inc. 401(k) Plan? ▼

Rick Case Enterprises, Inc. 401(k) Plan is sponsored by Rick Case Enterprises, Inc., located in Florida. The sponsor's EIN is 311172396 and the plan operates in the Retail Trade industry.

How did Rick Case Enterprises, Inc. 401(k) Plan perform in 2022? ▼

Rick Case Enterprises, Inc. 401(k) Plan declined by 7.9% during 2022, moving from $26M to $24M in total assets. Net income was $-2,086,543.

Where can I find official filings for Rick Case Enterprises, Inc. 401(k) Plan? ▼

Official Form 5500 filings for Rick Case Enterprises, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311172396 or plan name at efast.dol.gov.

How does Rick Case Enterprises, Inc. 401(k) Plan compare to other plans? ▼

You can compare Rick Case Enterprises, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.