401(k) · DOL Form 5500 · 2023

Case Systems Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
156
Participants Small participant base
57th
Percentile by assets National rank
$58,910
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Case Systems Inc. Employee Deferred Compensation Plan · Sponsored by Case Systems Inc. · Michigan · Manufacturing

$9M in assets, 156 participants

Case Systems Inc.'s Case Systems Inc. Employee Deferred Compensation Plan reported $9M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,949 in Manufacturing (18,722 peers)

Coverage in Michigan

Case Systems Inc. Employee Deferred Compensation Plan covers 156 participants in Michigan, about 24% of the average Michigan filer (state average ~638 per filing). Assets: $9M.

#7,949
in Manufacturing (18,722 peers)
+19.5%
assets growth YoY

Case Systems Inc. Employee Deferred Compensation Plan's mid-pack asset rank among Manufacturing and all filers

Case Systems Inc. Employee Deferred Compensation Plan vs every filed plan by assets

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

$9,189,929 Top 43% higher than 57% 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

Case Systems Inc. Employee Deferred Compensation Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Case Systems Inc. Employee Deferred Compensation Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Case Systems Inc. Employee Deferred Compensation Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Case Systems Inc. Employee Deferred Compensation Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383139894 · Case Systems Inc. PY 2023 · 401(k)

Case Systems Inc. Employee Deferred Compensation Plan · $9M · 156 · 57th

  • BOY $9M
  • BOY 156
  • BOY 57th
  • BOY 401(k)
  • BOY near Rba 401(k) Plan
  • BOY ind #7949

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 Manufacturing retirement plans → · Plans in Michigan →

Case Systems Inc. Employee Deferred Compensation Plan in the asset neighbourhood

Case Systems Inc. Employee Deferred Compensation PlanCase Systems Inc. Employee D…$9MRba 401(k) Plan$9MMcneely Pigott & Fox Public Relations, LLC 401(k) Profit Sharing PlanMcneely Pigott & Fox Public …$9MSalelytics, LLC 401(k) Plan$9MEnvieta Retirement Savings PlanEnvieta Retirement Savings P…$9M
End-of-year total assets ($M) among Case Systems Inc. Employee Deferred Compensation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN383139894
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case Systems Inc.)

Sponsor-wide plan assets over time

All Case Systems Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 41.111791392389% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.69M $10.9M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 155 $8M
2023 1 156 $9M
2024 1 156 $11M

Nearby 401(k) Plans in Michigan

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

Case Systems Inc. Employee Deferred Compensation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Case Systems Inc. Employee Deferred Compensation Plan, Total assets ($B): 0.009189929 · Participants: 156Case Systems Inc. Employee Deferred Compensation PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Case Systems Inc. Employee Deferred Compensation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Case Systems Inc. Employee Deferred Compensation Plan side-by-side with 3 peers →

Case Systems Inc. Employee Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Rba 401(k) Plan in NC ($9M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.

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 Case Systems Inc. Employee Deferred Compensation Plan assets move in 2023? ▼
Case Systems Inc. Employee Deferred Compensation Plan grew sharply - up 19.5% during 2023, from $8M to $9M. Reported net income was $1M.
How have Case Systems Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case Systems Inc.'s sponsor-wide assets grew 41.1%, from $8M to $11M.
Which 401(k) plans are similar in size to Case Systems Inc. Employee Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rba 401(k) Plan in NC ($9M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Case Systems Inc. Employee Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 383139894.

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.