401(k) · DOL Form 5500 · 2022

Case Management, Inc. 401(k) Plan

Data updated 2026-08-25

$488K
Total assets Small plan by assets
102
Participants Small participant base
18th
Percentile by assets National rank
$4,788
Avg per participant Low balance/head
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Official DOL plan name: Case Management, Inc. Retirement Plan · Sponsored by Case Management, Inc. · Tennessee · Healthcare & Social Assistance

$488K in assets, 102 participants

Case Management, Inc.'s Case Management, Inc. Retirement Plan reported $488K in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,811 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Case Management, Inc. Retirement Plan covers 102 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $488K.

#2,811
in Healthcare & Social Assistance (20,060 peers)
-16.3%
assets change YoY

The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Case Management, Inc. Retirement Plan among the smaller filed plans by assets

Case Management, Inc. Retirement Plan vs every filed plan by assets

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

$488,332 18th percentile higher than 18% 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 Management, 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. Case Management, Inc. Retirement Plan sits mid-pack in the medium band (102 participants).

Plan-year Form 5500 strip

Filing strip 621434530 · Case Management, Inc. PY 2022 · 401(k)

Case Management, Inc. Retirement Plan · $488K · 102 · 18th

  • PART $488K
  • PART 102
  • PART 18th
  • PART 401(k)
  • PART near Bear Creek Services, Inc. 401(k) Plan
  • PART ind #2811

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Case Management, Inc. Retirement Plan in the asset neighbourhood

Case Management, Inc. Retirement PlanCase Management, Inc. Retire…$488KBear Creek Services, Inc. 401(k) PlanBear Creek Services, Inc. 40…$488KTdk Associates Corp 401(k) Profit Sharing PlanTdk Associates Corp 401(k) P…$488KJoel Gotvald PA 401(k) Profit Sharing Plan & TrustJoel Gotvald PA 401(k) Profi…$488KIron Key Corporation 401(k) PlanIron Key Corporation 401(k) …$488K
End-of-year total assets ($M) among Case Management, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$584K
Net Assets (End of Year)$488K
Net Income-$95K
Employer EIN621434530
Plan Effective Date2009-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case Management, Inc.)

Sponsor-wide plan assets over time

All Case Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$532K 8.857908144459097% vs 2022
2023 filing year
$0.48M$0.5M$0.52M$0.54M 20222023 $0.49M $0.53M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 102 $488K
2023 1 92 $532K

Nearby 401(k) Plans in Tennessee

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

Case Management, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Case Management, Inc. Retirement Plan, Total assets ($B): 0.000488332 · Participants: 102Case Management, Inc. Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Case Management, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Case Management, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Bear Creek Services, Inc. 401(k) Plan in MN ($488K); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Management, Inc. Retirement Plan assets move in 2022? ▼
Case Management, Inc. Retirement Plan declined sharply - down 16.3% during 2022, from $584K to $488K. Reported net income was -$95K.
How have Case Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Case Management, Inc.'s sponsor-wide assets grew 8.9%, from $488K to $532K.
Where does Case Management, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Case Management, Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Case Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bear Creek Services, Inc. 401(k) Plan in MN ($488K, 81 participants).
Which 401(k) plans cover a similar participant headcount to Case Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 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 621434530.

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.