401(k) · DOL Form 5500 · 2023

Casey Products 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
26
Participants Small participant base
48th
Percentile by assets National rank
$229,047
Avg per participant Above avg balance/head
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Official DOL plan name: Casey Products Profit Sharing Plan · Sponsored by Casey Products · Illinois · Wholesale Trade

$6M in assets, 26 participants

Casey Products's Casey Products Profit Sharing Plan reported $6M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,353 in Wholesale Trade (6,309 peers)

Casey Products multi-year trail

Casey Products's plans moved +31.0% in assets from 2022 to 2024; this filing shows Casey Products Profit Sharing Plan at $6M / 26 participants.

#2,353
in Wholesale Trade (6,309 peers)
+11.7%
assets growth YoY

Casey Products Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Casey Products Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,955,231 48th percentile higher than 48% of 127,068 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 2023

Casey Products Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casey Products Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casey Products Profit Sharing Plan reported net income rose from -$823K in the plan year 2022 filing to $625K in the plan year 2023 filing.
  • Casey Products Profit Sharing Plan reported participants fell from 31 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Casey Products Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383481059 · Casey Products PY 2023 · 401(k)

Casey Products Profit Sharing Plan · $6M · 26 · 48th

  • EBSA $6M
  • EBSA 26
  • EBSA 48th
  • EBSA 401(k)
  • EBSA near Frontpoint Security Employee Savings Plan
  • EBSA ind #2353

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 Wholesale Trade retirement plans → · Plans in Illinois →

Casey Products Profit Sharing Plan in the asset neighbourhood

Casey Products Profit Sharing PlanCasey Products Profit Sharin…$6MFrontpoint Security Employee Savings PlanFrontpoint Security Employee…$6MCarlson Testing, Inc. Employees Savings TrustCarlson Testing, Inc. Employ…$6MGrande Aire Services Inc 401 K Profit Sharing Plan TrustGrande Aire Services Inc 401…$6MSan Antonio Livestock Exposition, Inc. Retirement PlanSan Antonio Livestock Exposi…$6M
End-of-year total assets ($M) among Casey Products Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Casey Products multi-year asset trail

Sponsor-wide plan assets over time

All Casey Products plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.01131070067587% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.33M $6.98M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 31 $5M
2023 1 26 $6M
2024 1 30 $7M

Casey Products filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$625K
Employer EIN383481059
Plan Effective Date1965-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Casey Products Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Casey Products Profit Sharing Plan, Total assets ($B): 0.005955231 · Participants: 26Casey Products Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Casey Products Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Casey Products Profit Sharing Plan side-by-side with 3 peers →

Casey Products Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Frontpoint Security Employee Savings Plan in VA ($6M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Casey Products Profit Sharing Plan assets move in 2023? ▼
Casey Products Profit Sharing Plan grew at a solid clip - up 11.7% during 2023, from $5M to $6M. Reported net income was $625K.
How have Casey Products plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casey Products's sponsor-wide assets grew 31.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Casey Products Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frontpoint Security Employee Savings Plan in VA ($6M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Casey Products Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383481059.

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.