401(k) · DOL Form 5500 · 2023
Casey Koa, Inc. 401(k) Plan
Data updated 2026-08-25
- $359K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $359,311
- Avg per participant High balance/head
Official DOL plan name: Casey Koa Investment Plan · Sponsored by Casey Koa, Inc. · Illinois · Food Services & Accommodation
$359K in assets, 1 participants
Casey Koa, Inc.'s Casey Koa Investment Plan reported $359K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #1,550 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Casey Koa Investment Plan ranks #1,550 of 3,828 2023 filers by assets (5445% of the sector average)-$359K for 1 participant.
- #1,550
- in Food Services & Accommodation (3,828 peers)
- +4.1%
- assets growth YoY
Casey Koa Investment Plan among the smaller filed plans by assets
Casey Koa Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$359,311 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Casey Koa Investment Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casey Koa Investment Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Casey Koa Investment Plan reported net income rose from -$3K in the plan year 2022 filing to $14K in the plan year 2023 filing.
- Casey Koa Investment Plan end-of-year assets rose from $345K in the plan year 2022 filing to $359K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 862320832 · Casey Koa, Inc. PY 2023 · 401(k)
Casey Koa Investment Plan · $359K · 1 · 15th
- EOY $359K
- EOY 1
- EOY 15th
- EOY 401(k)
- EOY near Nor Cal Roofing Inc 401(k) Profit Sharing Plan
- EOY ind #1550
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 Food Services & Accommodation retirement plans → · Plans in Illinois →
Casey Koa Investment Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $345K |
|---|---|
| Net Assets (End of Year) | $359K |
| Net Income | $14K |
| Employer EIN | 862320832 |
| Plan Effective Date | 2021-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Casey Koa, Inc.)
Sponsor-wide plan assets over time
All Casey Koa, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $375K 8.696395357596055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $345K |
| 2023 | 1 | 1 | $359K |
| 2024 | 1 | 1 | $375K |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Casey Koa Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Nor Cal Roofing Inc 401(k) Profit Sharing Plan in CA ($359K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($359K here).
- Nor Cal Roofing Inc 401(k) Profit Sharing Plan (CA) $359K · 1
- Lauren Leonforte Co. 401(k) Plan (CA) $359K · 1
- Sea Safety & Survival, Inc. Retirement Savings Plan (LA) $359K · 6
- Dale a Doctor 401(k) (IN) $359K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
- John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.