401(k) · DOL Form 5500 · 2024

Institutional Casework, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
236
Participants Below avg headcount
34th
Percentile by assets National rank
$12,527
Avg per participant Low balance/head
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Official DOL plan name: Institutional Casework, Inc. 401(k) Plan · Sponsored by Institutional Casework, Inc. · Tennessee · Manufacturing

$3M in assets, 236 participants

Institutional Casework, Inc.'s Institutional Casework, Inc. 401(k) Plan reported $3M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,116 in Manufacturing (17,777 peers)

Coverage in Tennessee

Institutional Casework, Inc. 401(k) Plan covers 236 participants in Tennessee, about 21% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.

#3,116
in Manufacturing (17,777 peers)
+15.1%
assets growth YoY

Institutional Casework, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Institutional Casework, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,956,365 34th percentile higher than 34% of 123,620 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 2024

Institutional Casework, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institutional Casework, Inc. 401(k) Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Institutional Casework, Inc. 401(k) Plan reported net income rose from $200K in the plan year 2023 filing to $388K in the plan year 2024 filing.
  • Institutional Casework, Inc. 401(k) Plan reported participants rose from 191 in the plan year 2023 filing to 236 in the plan year 2024 filing.
  • Institutional Casework, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 204225695 · Institutional Casework, Inc. PY 2024 · 401(k)

Institutional Casework, Inc. 401(k) Plan · $3M · 236 · 34th

  • BOY $3M
  • BOY 236
  • BOY 34th
  • BOY 401(k)
  • BOY near Sail Internet 401(k) Plan
  • BOY ind #3116

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 Manufacturing retirement plans → · Plans in Tennessee →

Institutional Casework, Inc. 401(k) Plan in the asset neighbourhood

Institutional Casework, Inc. 401(k) PlanInstitutional Casework, Inc.…$3MSail Internet 401(k) Plan$3MPhilip J. Fischer, II, Md, P.C. 401(k) Profit Sharing PlanPhilip J. Fischer, II, Md, P…$3MEluma 401(k) Plan$3MNormed Inc Savings Plan$3M
End-of-year total assets ($M) among Institutional Casework, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$388K
Employer EIN204225695
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institutional Casework, Inc.)

Sponsor-wide plan assets over time

All Institutional Casework, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.808704458996157% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.37M $2.96M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 185 $2M
2023 1 191 $3M
2024 1 236 $3M

Nearby 401(k) Plans in Tennessee

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

Institutional Casework, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Institutional Casework, Inc. 401(k) Plan, Total assets ($B): 0.002956365 · Participants: 236Institutional Casework, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Institutional Casework, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Institutional Casework, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Sail Internet 401(k) Plan in CA ($3M); by covered participants it is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Institutional Casework, Inc. 401(k) Plan assets move in 2024? ▼
Institutional Casework, Inc. 401(k) Plan grew sharply - up 15.1% during 2024, from $3M to $3M. Reported net income was $388K.
How have Institutional Casework, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institutional Casework, Inc.'s sponsor-wide assets grew 24.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Institutional Casework, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sail Internet 401(k) Plan in CA ($3M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Institutional Casework, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J.B. Sullivan, Inc. Retirement Plan in IL (236 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204225695.

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.