401(k) · DOL Form 5500 · 2024

Casey Products 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
30
Participants Small participant base
48th
Percentile by assets National rank
$232,783
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Casey Products Profit Sharing Plan · Sponsored by Casey Products · Illinois · Wholesale Trade

$7M in assets, 30 participants

Casey Products's Casey Products Profit Sharing Plan reported $7M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,303 in Wholesale Trade (6,080 peers)

Casey Products multi-year trail

Casey Products's plans moved +31.0% in assets from 2022 to 2024; this filing shows Casey Products Profit Sharing Plan at $7M / 30 participants.

#2,303
in Wholesale Trade (6,080 peers)
+17.3%
assets growth YoY

Casey Products Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Casey Products Profit Sharing Plan vs every filed plan by assets

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

$6,983,478 48th percentile higher than 48% 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

Casey Products Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casey Products Profit Sharing Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Casey Products Profit Sharing Plan reported net income rose from $625K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Casey Products Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Casey Products Profit Sharing Plan reported participants rose from 26 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 383481059 · Casey Products PY 2024 · 401(k)

Casey Products Profit Sharing Plan · $7M · 30 · 48th

  • BOY $7M
  • BOY 30
  • BOY 48th
  • BOY 401(k)
  • BOY near Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust
  • BOY ind #2303

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 Wholesale Trade retirement plans → · Plans in Illinois →

Casey Products Profit Sharing Plan in the asset neighbourhood

Casey Products Profit Sharing PlanCasey Products Profit Sharin…$7MMontana Contractors Assoc., Inc. 401(k) Retirement Plan & TrustMontana Contractors Assoc., …$7MRoberts Energy, LLC 401(k) PlanRoberts Energy, LLC 401(k) P…$7MShimadzu USA Manufacturing, Inc. Retirement PlanShimadzu USA Manufacturing, …$7MHolt Farms 401(k) Profit Sharing PlanHolt Farms 401(k) Profit Sha…$7M
End-of-year total assets ($M) among Casey Products Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Casey Products multi-year asset trail

Sponsor-wide plan assets over time

All Casey Products plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.01131070067587% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.33M $6.98M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 31 $5M
2023 1 26 $6M
2024 1 30 $7M

Casey Products filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN383481059
Plan Effective Date1965-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Casey Products Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Casey Products Profit Sharing Plan, Total assets ($B): 0.006983478 · Participants: 30Casey Products Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Casey Products Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Casey Products Profit Sharing Plan side-by-side with 3 peers →

Casey Products Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust in MT ($7M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Casey Products Profit Sharing Plan assets move in 2024? ▼
Casey Products Profit Sharing Plan grew sharply - up 17.3% during 2024, from $6M to $7M. Reported net income was $1M.
How have Casey Products plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casey Products's sponsor-wide assets grew 31.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Casey Products Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Montana Contractors Assoc., Inc. 401(k) Retirement Plan & Trust in MT ($7M, 327 participants).
Which 401(k) plans cover a similar participant headcount to Casey Products Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M 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 383481059.

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.