401(k) · DOL Form 5500 · 2022

Rick Case Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1,103
Participants Near avg headcount
80th
Percentile by assets National rank
$22,106
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rick Case Enterprises, Inc. 401(k) Plan · Sponsored by Rick Case Enterprises, Inc. · Florida · Retail Trade

$24M in assets, 1,103 participants

Rick Case Enterprises, Inc.'s Rick Case Enterprises, Inc. 401(k) Plan reported $24M in total assets and 1,103 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #8,434 in Retail Trade (9,519 peers)

Where Rick Case Enterprises, Inc. 401(k) Plan sits by assets

Rick Case Enterprises, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 1,103 participants (~$22,106/participant), down 7.9% in 2022.

#8,434
in Retail Trade (9,519 peers)
-7.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Rick Case Enterprises, Inc. 401(k) Plan's outsized position by total assets

Rick Case Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$24,382,783 Top 20% higher than 80% 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

Rick Case Enterprises, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rick Case Enterprises, Inc. 401(k) Plan lands in the large band (1,103 participants).

DOL schedule card

Filing strip 311172396 · Rick Case Enterprises, Inc. PY 2022 · 401(k)

Rick Case Enterprises, Inc. 401(k) Plan · $24M · 1,103 · 80th

  • SCH $24M
  • SCH 1,103
  • SCH 80th
  • SCH 401(k)
  • SCH near Morganton Eye Physicians 401(k) Profit Sharing Pla
  • SCH ind #8434

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 Retail Trade retirement plans → · Plans in Florida →

Rick Case Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Speedway Motors, Inc. 401(k) PlanSpeedway Motors, Inc. 401(k)…$24MRick Case Enterprises, Inc. 401(k) PlanRick Case Enterprises, Inc. …$24MMorganton Eye Physicians 401(k) Profit Sharing PlaMorganton Eye Physicians 401…$24MAbm Mechanical, Inc. Employee Stock Ownership 401(k) PlanAbm Mechanical, Inc. Employe…$24MHitachi Astemo Findlay, Inc. Associates' Retirement Savings PlanHitachi Astemo Findlay, Inc.…$24M
End-of-year total assets ($M) among Rick Case Enterprises, 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)$26M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN311172396
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rick Case Enterprises, Inc.)

Sponsor-wide plan assets over time

All Rick Case Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 44.296715432360614% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.4M $35.2M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 1,103 $24M
2023 1 1,235 $31M
2024 1 1,235 $35M

Nearby 401(k) Plans in Florida

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

Rick Case Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Rick Case Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.024382783 · Participants: 1103Rick Case Enterprises, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Rick Case Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Rick Case Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Morganton Eye Physicians 401(k) Profit Sharing Pla in NC ($24M); by covered participants it is Trigo Quality Solutions US Inc. 401(k) Plan in MI (1,103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,103 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 Rick Case Enterprises, Inc. 401(k) Plan assets move in 2022? ▼
Rick Case Enterprises, Inc. 401(k) Plan pulled back noticeably - down 7.9% during 2022, from $26M to $24M. Reported net income was -$2M.
How have Rick Case Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rick Case Enterprises, Inc.'s sponsor-wide assets grew 44.3%, from $24M to $35M.
Where does Rick Case Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rick Case Enterprises, Inc. 401(k) Plan ranks in the 80th 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 Rick Case Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morganton Eye Physicians 401(k) Profit Sharing Pla in NC ($24M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Rick Case Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trigo Quality Solutions US Inc. 401(k) Plan in MI (1,103 participants, $11M 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 311172396.

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.