401(k) · DOL Form 5500 · 2023

Cae Enterprise, LLC Dba Harrison Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
40th
Percentile by assets National rank
$176,316
Avg per participant Above avg balance/head
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Official DOL plan name: Harrison Group, Inc. 401(k) Plan · Sponsored by Cae Enterprise, LLC Dba Harrison Group, Inc. · Iowa · Professional & Technical Services

$4M in assets, 23 participants

Cae Enterprise, LLC Dba Harrison Group, Inc.'s Harrison Group, Inc. 401(k) Plan reported $4M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,697 in Professional & Technical Services (20,321 peers)

Cae Enterprise, LLC Dba Harrison Group, Inc. multi-year trail

Cae Enterprise, LLC Dba Harrison Group, Inc.'s plans moved +13.5% in assets from 2023 to 2024; this filing shows Harrison Group, Inc. 401(k) Plan at $4M / 23 participants.

#7,697
in Professional & Technical Services (20,321 peers)
+50.5%
assets growth YoY

Harrison Group, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Harrison Group, Inc. 401(k) Plan vs every filed plan by assets

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

$4,055,264 40th percentile higher than 40% 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

Harrison Group, Inc. 401(k) 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. Harrison Group, Inc. 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

DOL schedule card

Filing strip 471912423 · Cae Enterprise, LLC Dba Harrison Group, Inc. PY 2023 · 401(k)

Harrison Group, Inc. 401(k) Plan · $4M · 23 · 40th

  • BOY $4M
  • SCH 23
  • EBSA 40th
  • PART 401(k)
  • TYPE near Ray's Apple Market Stores Profit Sharing 401(k) Plan & Trust
  • NET ind #7697

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 Professional & Technical Services retirement plans → · Plans in Iowa →

Harrison Group, Inc. 401(k) Plan in the asset neighbourhood

Harrison Group, Inc. 401(k) PlanHarrison Group, Inc. 401(k) …$4MNew Restoration and Recovery S 401(k) Profit Sharing Plan & TrustNew Restoration and Recovery…$4MRay's Apple Market Stores Profit Sharing 401(k) Plan & TrustRay's Apple Market Stores Pr…$4MThe L&r Company Retirement PlanThe L&r Company Retirement P…$4MRexco, Inc. 401(k) Profit Sharing PlanRexco, Inc. 401(k) Profit Sh…$4M
End-of-year total assets ($M) among Harrison Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cae Enterprise, LLC Dba Harrison Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cae Enterprise, LLC Dba Harrison Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 13.48669285156281% vs 2023
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M 20232024 $4.06M $4.6M ▲ +13.3%
Year Plans Participants Total Assets
2023 1 23 $4M
2024 1 20 $5M

Cae Enterprise, LLC Dba Harrison Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN471912423
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Harrison Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Harrison Group, Inc. 401(k) Plan, Total assets ($B): 0.004055264 · Participants: 23Harrison Group, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Harrison Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Harrison Group, Inc. 401(k) Plan side-by-side with 3 peers →

Harrison Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Ray's Apple Market Stores Profit Sharing 401(k) Plan & Trust in KS ($4M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Harrison Group, Inc. 401(k) Plan assets move in 2023? ▼
Harrison Group, Inc. 401(k) Plan surged - up 50.5% during 2023, from $3M to $4M. Reported net income was $1M.
How have Cae Enterprise, LLC Dba Harrison Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Cae Enterprise, LLC Dba Harrison Group, Inc.'s sponsor-wide assets grew 13.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Harrison Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ray's Apple Market Stores Profit Sharing 401(k) Plan & Trust in KS ($4M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Harrison Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A 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 471912423.

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.