401(k) · DOL Form 5500 · 2023

Casey Roy Design, Inc. 401(k) Plan

Data updated 2026-08-25

$984K
Total assets Small plan by assets
11
Participants Small participant base
24th
Percentile by assets National rank
$89,445
Avg per participant Below avg balance/head
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Official DOL plan name: Casey Roy Design 401(k) · Sponsored by Casey Roy Design, Inc. · Texas · Professional & Technical Services

$984K in assets, 11 participants

Casey Roy Design, Inc.'s Casey Roy Design 401(k) reported $984K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,787 in Professional & Technical Services (20,321 peers)

Casey Roy Design, Inc. multi-year trail

Casey Roy Design, Inc.'s plans moved +10.3% in assets from 2022 to 2023; this filing shows Casey Roy Design 401(k) at $984K / 11 participants.

#3,787
in Professional & Technical Services (20,321 peers)
+10.3%
assets growth YoY

Casey Roy Design 401(k) among the smaller filed plans by assets

Casey Roy Design 401(k) vs every filed plan by assets

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

$983,892 24th percentile higher than 24% 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 Roy Design 401(k) 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 Roy Design 401(k) is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casey Roy Design 401(k) reported net income rose from -$119K in the plan year 2022 filing to $92K in the plan year 2023 filing.
  • Casey Roy Design 401(k) reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Casey Roy Design 401(k) end-of-year assets rose from $892K in the plan year 2022 filing to $984K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461276202 · Casey Roy Design, Inc. PY 2023 · 401(k)

Casey Roy Design 401(k) · $984K · 11 · 24th

  • BOY $984K
  • SCH 11
  • EBSA 24th
  • PART 401(k)
  • TYPE near Brenda's Recruiting Service, Inc Profit Sharing Plan
  • NET ind #3787

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 Texas →

Casey Roy Design 401(k) in the asset neighbourhood

Casey Roy Design 401(k)$984KBrenda's Recruiting Service, Inc Profit Sharing PlanBrenda's Recruiting Service,…$984KHometell Properties Inc. 401(k) PlanHometell Properties Inc. 401…$984KYorbor 401(k)$984KThird Planet Windpower LLC 401(k) PlanThird Planet Windpower LLC 4…$984K
End-of-year total assets ($M) among Casey Roy Design 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Casey Roy Design, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Casey Roy Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$984K 10.293014793665527% vs 2022
2023 filing year
$0.85M$0.9M$0.95M$1M 20222023 $0.89M $0.98M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 9 $892K
2023 1 11 $984K

Casey Roy Design, Inc. filing trail (2023)

Total Assets (Beginning of Year)$892K
Net Assets (End of Year)$984K
Net Income$92K
Employer EIN461276202
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Casey Roy Design 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Casey Roy Design 401(k), Total assets ($B): 0.000983892 · Participants: 11Casey Roy Design 401(k)AT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Casey Roy Design 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Casey Roy Design 401(k) side-by-side with 3 peers →

Casey Roy Design 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Brenda's Recruiting Service, Inc Profit Sharing Plan in CA ($984K); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($984K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Casey Roy Design 401(k) assets move in 2023? ▼
Casey Roy Design 401(k) grew at a solid clip - up 10.3% during 2023, from $892K to $984K. Reported net income was $92K.
How have Casey Roy Design, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Casey Roy Design, Inc.'s sponsor-wide assets grew 10.3%, from $892K to $984K.
Where does Casey Roy Design 401(k) rank by assets among Form 5500 filers? ▼
Casey Roy Design 401(k) ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Casey Roy Design 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Brenda's Recruiting Service, Inc Profit Sharing Plan in CA ($984K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Casey Roy Design 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 461276202.

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.