401(k) · DOL Form 5500 · 2022

Case Management Unit 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
125
Participants Small participant base
46th
Percentile by assets National rank
$32,437
Avg per participant Low balance/head
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Official DOL plan name: Case Management 401(k) Savings Plan · Sponsored by Case Management Unit · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 125 participants

Case Management Unit's Case Management 401(k) Savings Plan reported $4M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #10,305 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Case Management 401(k) Savings Plan covers 125 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#10,305
in Healthcare & Social Assistance (20,060 peers)
+7.7%
assets growth YoY

Case Management 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Case Management 401(k) Savings Plan vs every filed plan by assets

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

$4,054,659 46th percentile higher than 46% 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 401(k) Savings 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 401(k) Savings Plan sits mid-pack in the medium band (125 participants).

Plan-year Form 5500 strip

Filing strip 251635351 · Case Management Unit PY 2022 · 401(k)

Case Management 401(k) Savings Plan · $4M · 125 · 46th

  • EIN $4M
  • RANK 125
  • PHOTO 46th
  • IND 401(k)
  • EOY near Cleanrite, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #10305

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 Pennsylvania →

Case Management 401(k) Savings Plan in the asset neighbourhood

Case Management 401(k) Savings PlanCase Management 401(k) Savin…$4MCleanrite, Inc. 401(k) Profit Sharing PlanCleanrite, Inc. 401(k) Profi…$4MRiser Motors, Inc. 401(k) PlanRiser Motors, Inc. 401(k) Pl…$4MStaton Holdings, Inc. 401(k) Profit Sharing PlanStaton Holdings, Inc. 401(k)…$4MDiamond Envelope Corporation 401(k) Savings PlanDiamond Envelope Corporation…$4M
End-of-year total assets ($M) among Case Management 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$291K
Employer EIN251635351
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case Management Unit)

Sponsor-wide plan assets over time

All Case Management Unit plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.477873725016087% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.05M $4.68M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 125 $4M
2023 1 113 $5M
2024 1 116 $5M

Nearby 401(k) Plans in Pennsylvania

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

Case Management 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Case Management 401(k) Savings Plan, Total assets ($B): 0.004054659 · Participants: 125Case Management 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Case Management 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Case Management 401(k) Savings Plan side-by-side with 3 peers →

Case Management 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cleanrite, Inc. 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 401(k) Savings Plan assets move in 2022? ▼
Case Management 401(k) Savings Plan grew at a solid clip - up 7.7% during 2022, from $4M to $4M. Reported net income was $291K.
How have Case Management Unit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case Management Unit's sponsor-wide assets grew 15.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Case Management 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cleanrite, Inc. 401(k) Profit Sharing Plan in CA ($4M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Case Management 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 251635351.

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.