401(k) · DOL Form 5500 · 2023

Rick Case Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1,235
Participants Near avg headcount
79th
Percentile by assets National rank
$24,739
Avg per participant Low balance/head
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Official DOL plan name: Rick Case Enterprises, Inc. 401(k) Plan · Sponsored by Rick Case Enterprises, Inc. · Florida · Retail Trade

$31M in assets, 1,235 participants

Rick Case Enterprises, Inc.'s Rick Case Enterprises, Inc. 401(k) Plan reported $31M in total assets and 1,235 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,398 in Retail Trade (8,414 peers)

Where Rick Case Enterprises, Inc. 401(k) Plan sits by assets

Rick Case Enterprises, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 1,235 participants (~$24,739/participant), up 25.3% in 2023.

#7,398
in Retail Trade (8,414 peers)
+25.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rick Case Enterprises, Inc. 401(k) Plan's outsized position by total assets

Rick Case Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$30,552,778 Top 21% higher than 79% 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

Rick Case Enterprises, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rick Case Enterprises, Inc. 401(k) Plan lands in the large band (1,235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rick Case Enterprises, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Rick Case Enterprises, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Rick Case Enterprises, Inc. 401(k) Plan reported participants rose from 1,103 in the plan year 2022 filing to 1,235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311172396 · Rick Case Enterprises, Inc. PY 2023 · 401(k)

Rick Case Enterprises, Inc. 401(k) Plan · $31M · 1,235 · 79th

  • ASSETS $31M
  • ASSETS 1,235
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Brevan Howard 401(k) Plan
  • ASSETS ind #7398

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 Retail Trade retirement plans → · Plans in Florida →

Rick Case Enterprises, Inc. 401(k) Plan in the asset neighbourhood

The Dallas Group of America, Inc. Employees' Profit Sharing Plan and TrustThe Dallas Group of America,…$31MPutzmeister America, Inc. 401(k) PlanPutzmeister America, Inc. 40…$31MRick Case Enterprises, Inc. 401(k) PlanRick Case Enterprises, Inc. …$31MBrevan Howard 401(k) Plan$31MSouthwest Missouri Bancorporation, Inc. Employee Stock Ownership PlanSouthwest Missouri Bancorpor…$31M
End-of-year total assets ($M) among Rick Case Enterprises, 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)$24M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN311172396
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rick Case Enterprises, Inc.)

Sponsor-wide plan assets over time

All Rick Case Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 44.296715432360614% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.4M $35.2M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 1,103 $24M
2023 1 1,235 $31M
2024 1 1,235 $35M

Nearby 401(k) Plans in Florida

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

Rick Case Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Rick Case Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.030552778 · Participants: 1235Rick Case Enterprises, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Rick Case Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Rick Case Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Brevan Howard 401(k) Plan in NY ($31M); by covered participants it is Caputo's New Farm Produce, Inc. 401(k) Plan in IL (1,235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,235 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 Rick Case Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
Rick Case Enterprises, Inc. 401(k) Plan grew sharply - up 25.3% during 2023, from $24M to $31M. Reported net income was $6M.
How have Rick Case Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rick Case Enterprises, Inc.'s sponsor-wide assets grew 44.3%, from $24M to $35M.
Where does Rick Case Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rick Case Enterprises, Inc. 401(k) Plan ranks in the 79th 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 Rick Case Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brevan Howard 401(k) Plan in NY ($31M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Rick Case Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caputo's New Farm Produce, Inc. 401(k) Plan in IL (1,235 participants, $9M 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 311172396.

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.