401(k) · DOL Form 5500 · 2023

Case & Associates Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
671
Participants Below avg headcount
76th
Percentile by assets National rank
$35,310
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Case & Associates Properties, Inc. 401(k) Plan · Sponsored by Case & Associates Properties, Inc. · Oklahoma · Real Estate

$24M in assets, 671 participants

Case & Associates Properties, Inc.'s Case & Associates Properties, Inc. 401(k) Plan reported $24M in total assets and 671 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,203 in Real Estate (4,727 peers)

Where Case & Associates Properties, Inc. 401(k) Plan sits by assets

Case & Associates Properties, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 671 participants (~$35,310/participant), up 19.2% in 2023.

#4,203
in Real Estate (4,727 peers)
+19.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Case & Associates Properties, Inc. 401(k) Plan's outsized position by total assets

Case & Associates Properties, Inc. 401(k) Plan vs every filed plan by assets

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

$23,693,170 Top 24% higher than 76% 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 & Associates Properties, Inc. 401(k) 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 & Associates Properties, Inc. 401(k) Plan sits mid-pack in the medium band (671 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Case & Associates Properties, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Case & Associates Properties, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Case & Associates Properties, Inc. 401(k) Plan reported participants rose from 646 in the plan year 2022 filing to 671 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731180117 · Case & Associates Properties, Inc. PY 2023 · 401(k)

Case & Associates Properties, Inc. 401(k) Plan · $24M · 671 · 76th

  • SCH $24M
  • SCH 671
  • SCH 76th
  • SCH 401(k)
  • SCH near Mha of Nyc, Inc. 401(k) Plan
  • SCH ind #4203

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 Real Estate retirement plans → · Plans in Oklahoma →

Case & Associates Properties, Inc. 401(k) Plan in the asset neighbourhood

Case & Associates Properties, Inc. 401(k) PlanCase & Associates Properties…$24MMha of Nyc, Inc. 401(k) Plan$24MGolden Bear Physical Therapy Sports Injury Center, Inc. 401(k) PlanGolden Bear Physical Therapy…$24MRyerson Combined Retirement PlanRyerson Combined Retirement …$24MHuntsinger Farms, Inc. 401(k) & Profit Sharing PlanHuntsinger Farms, Inc. 401(k…$24M
End-of-year total assets ($M) among Case & Associates Properties, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN731180117
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case & Associates Properties, Inc.)

Sponsor-wide plan assets over time

All Case & Associates Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 35.8866448267673% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.9M $27M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 646 $20M
2023 1 671 $24M
2024 1 682 $27M

Nearby 401(k) Plans in Oklahoma

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

Case & Associates Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Case & Associates Properties, Inc. 401(k) Plan, Total assets ($B): 0.02369317 · Participants: 671Case & Associates Properties, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Case & Associates Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Case & Associates Properties, Inc. 401(k) Plan side-by-side with 3 peers →

Case & Associates Properties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Mha of Nyc, Inc. 401(k) Plan in NY ($24M); by covered participants it is The Boldt Company's Retirement Plan in WI (671 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (671 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 & Associates Properties, Inc. 401(k) Plan assets move in 2023? ▼
Case & Associates Properties, Inc. 401(k) Plan grew sharply - up 19.2% during 2023, from $20M to $24M. Reported net income was $4M.
How have Case & Associates Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case & Associates Properties, Inc.'s sponsor-wide assets grew 35.9%, from $20M to $27M.
Where does Case & Associates Properties, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Case & Associates Properties, Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Case & Associates Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mha of Nyc, Inc. 401(k) Plan in NY ($24M, 697 participants).
Which 401(k) plans cover a similar participant headcount to Case & Associates Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Boldt Company's Retirement Plan in WI (671 participants, $134M 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 731180117.

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.