Profit Sharing · DOL Form 5500 · 2023

Case Engineering 401(k) Plan & Trust Dated 1/1/1990 Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Case Engineering, Inc. · Sponsored by Case Engineering 401(k) Plan & Trust Dated 1/1/1990 · Florida · Professional & Technical Services

$5M in assets, 2 participants

Case Engineering 401(k) Plan & Trust Dated 1/1/1990's Case Engineering, Inc. reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,139 in Professional & Technical Services (20,321 peers)

Case Engineering 401(k) Plan & Trust Dated 1/1/1990 multi-year trail

Case Engineering 401(k) Plan & Trust Dated 1/1/1990's plans moved +71.6% in assets from 2022 to 2024; this filing shows Case Engineering, Inc. at $5M / 2 participants.

#8,139
in Professional & Technical Services (20,321 peers)
+39.7%
assets growth YoY

Case Engineering, Inc.'s mid-pack asset rank among Professional & Technical Services and all filers

Case Engineering, Inc. vs every filed plan by assets

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

$4,529,542 42nd percentile higher than 42% 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 Engineering, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Case Engineering, Inc. is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Case Engineering, Inc. reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Case Engineering, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591671697 · Case Engineering 401(k) Plan & Trust Dated 1/1/1990 PY 2023 · Profit Sharing

Case Engineering, Inc. · $5M · 2 · 42nd

  • NET $5M
  • NET 2
  • NET 42nd
  • NET Profit Sharing
  • NET near Sewickley Eye Center, Ltd. 401(k) Profit Sharing Plan
  • NET ind #8139

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 Florida →

Case Engineering, Inc. in the asset neighbourhood

Case Engineering, Inc.$5MSewickley Eye Center, Ltd. 401(k) Profit Sharing PlanSewickley Eye Center, Ltd. 4…$5MAlamo Cement Company Hourly Retirement PlanAlamo Cement Company Hourly …$5MProfit Sharing Plan of Lebovic, Schwimer & GoldbergProfit Sharing Plan of Lebov…$5MFirst Property Realty Corporation Profit Sharing PlanFirst Property Realty Corpor…$5M
End-of-year total assets ($M) among Case Engineering, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Case Engineering 401(k) Plan & Trust Dated 1/1/1990 multi-year asset trail

Sponsor-wide plan assets over time

All Case Engineering 401(k) Plan & Trust Dated 1/1/1990 plans reported in each filing year

Latest sponsor-wide plan assets
$6M 71.64126730887887% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.24M $5.57M ▲ +71.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $5M
2024 1 2 $6M

Case Engineering 401(k) Plan & Trust Dated 1/1/1990 filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN591671697
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Case Engineering, Inc. vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Case Engineering, Inc., Total assets ($B): 0.004529542 · Participants: 2Case Engineering, Inc.Retirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Case Engineering, Inc. vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Case Engineering, Inc. side-by-side with 3 peers →

Case Engineering, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Sewickley Eye Center, Ltd. 401(k) Profit Sharing Plan in PA ($5M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Engineering, Inc. assets move in 2023? ▼
Case Engineering, Inc. surged - up 39.7% during 2023, from $3M to $5M. Reported net income was $1M.
How have Case Engineering 401(k) Plan & Trust Dated 1/1/1990 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case Engineering 401(k) Plan & Trust Dated 1/1/1990's sponsor-wide assets grew 71.6%, from $3M to $6M.
Which Profit Sharing plans are similar in size to Case Engineering, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Sewickley Eye Center, Ltd. 401(k) Profit Sharing Plan in PA ($5M, 42 participants).
Which Profit Sharing plans cover a similar participant headcount to Case Engineering, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 591671697.

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.