401(k) · DOL Form 5500 · 2023

A & B Casey Inc. 401(k) Plan

Data updated 2026-08-25

$522K
Total assets Small plan by assets
3
Participants Small participant base
18th
Percentile by assets National rank
$173,850
Avg per participant Above avg balance/head
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Official DOL plan name: A & B Casey Inc. 401(k) Plan · Sponsored by A & B Casey Inc. · Arizona · Arts, Entertainment & Recreation

$522K in assets, 3 participants

A & B Casey Inc.'s A & B Casey Inc. 401(k) Plan reported $522K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,228 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, A & B Casey Inc. 401(k) Plan ranks #1,228 of 2,945 2023 filers by assets (5324% of the sector average)-$522K for 3 participants.

#1,228
in Arts, Entertainment & Recreation (2,945 peers)
-11.7%
assets change YoY

The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A & B Casey Inc. 401(k) Plan among the smaller filed plans by assets

A & B Casey Inc. 401(k) Plan vs every filed plan by assets

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

$521,550 18th percentile higher than 18% 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

A & B Casey Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A & B Casey Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A & B Casey Inc. 401(k) Plan reported net income fell from $18K in the plan year 2022 filing to -$69K in the plan year 2023 filing.
  • A & B Casey Inc. 401(k) Plan end-of-year assets fell from $590K in the plan year 2022 filing to $522K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 852950738 · A & B Casey Inc. PY 2023 · 401(k)

A & B Casey Inc. 401(k) Plan · $522K · 3 · 18th

  • BOOK $522K
  • BOOK 3
  • BOOK 18th
  • BOOK 401(k)
  • BOOK near Legacy3 401(k)
  • BOOK ind #1228

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 Arts, Entertainment & Recreation retirement plans → · Plans in Arizona →

A & B Casey Inc. 401(k) Plan in the asset neighbourhood

A & B Casey Inc. 401(k) Plan$522KLegacy3 401(k)$522KMarietta Railroad Properties, Inc. 401(k) PlanMarietta Railroad Properties…$522KMarietta Railroad Properties, Inc. 401(k) PlanMarietta Railroad Properties…$522KFreedom 401(k) Pooled Employer PlanFreedom 401(k) Pooled Employ…$522K
End-of-year total assets ($M) among A & B Casey Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$590K
Net Assets (End of Year)$522K
Net Income-$69K
Employer EIN852950738
Plan Effective Date2020-09-02
Filing StatusFILING RECEIVED

Sponsor Plan History (A & B Casey Inc.)

Sponsor-wide plan assets over time

All A & B Casey Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27K 95.41579504552192% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.59M $0.03M ▼ -94.9%
Year Plans Participants Total Assets
2022 1 3 $590K
2023 1 3 $522K
2024 1 2 $27K

Nearby 401(k) Plans in Arizona

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

A & B Casey Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants A & B Casey Inc. 401(k) Plan, Total assets ($B): 0.00052155 · Participants: 3A & B Casey Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
A & B Casey Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare A & B Casey Inc. 401(k) Plan side-by-side with 3 peers →

A & B Casey Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Legacy3 401(k) in WI ($522K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($522K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 A & B Casey Inc. 401(k) Plan assets move in 2023? ▼
A & B Casey Inc. 401(k) Plan pulled back noticeably - down 11.7% during 2023, from $590K to $522K. Reported net income was -$69K.
How have A & B Casey Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A & B Casey Inc.'s sponsor-wide assets declined 95.4%, from $590K to $27K.
Where does A & B Casey Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
A & B Casey Inc. 401(k) Plan ranks in the 18th 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 A & B Casey Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legacy3 401(k) in WI ($522K, 2 participants).
Which 401(k) plans cover a similar participant headcount to A & B Casey Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 852950738.

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.