401(k) · DOL Form 5500 · 2024

Case Family Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$238K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$118,934
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Case Family Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Case Family Enterprises, Inc. · North Carolina · Arts, Entertainment & Recreation

$238K in assets, 2 participants

Case Family Enterprises, Inc.'s Case Family Enterprises, Inc. 401(k) Profit Sharing Plan reported $238K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #813 in Arts, Entertainment & Recreation (2,921 peers)

Case Family Enterprises, Inc. multi-year trail

Case Family Enterprises, Inc.'s plans moved +138.0% in assets from 2022 to 2024; this filing shows Case Family Enterprises, Inc. 401(k) Profit Sharing Plan at $238K / 2 participants.

#813
in Arts, Entertainment & Recreation (2,921 peers)
+37.8%
assets growth YoY

Case Family Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

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

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

$237,868 12th percentile higher than 12% 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

Case Family Enterprises, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Case Family Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Case Family Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $173K in the plan year 2023 filing to $238K in the plan year 2024 filing.
  • Case Family Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $73K in the plan year 2023 filing to $65K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 882471244 · Case Family Enterprises, Inc. PY 2024 · 401(k)

Case Family Enterprises, Inc. 401(k) Profit Sharing Plan · $238K · 2 · 12th

  • PCT $238K
  • PCT 2
  • PCT 12th
  • PCT 401(k)
  • PCT near G & K Associates LLC 401(k) Profit Sharing Plan & Trust
  • PCT ind #813

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 North Carolina →

Case Family Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Case Family Enterprises, Inc. 401(k) Profit Sharing PlanCase Family Enterprises, Inc…$238KG & K Associates LLC 401(k) Profit Sharing Plan & TrustG & K Associates LLC 401(k) …$238KMm&mk Co. 401(k) Plan$238KCurrent Home 401(k) Plan$238KInterstate Industries, Inc. 401(k) PlanInterstate Industries, Inc. …$238K
End-of-year total assets ($M) among Case Family Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Case Family Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$238K 137.9750887899555% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.1M $0.24M ▲ +140.0%
Year Plans Participants Total Assets
2022 1 2 $100K
2023 1 2 $173K
2024 1 2 $238K

Case Family Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$173K
Net Assets (End of Year)$238K
Net Income$65K
Employer EIN882471244
Plan Effective Date2022-05-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Case Family Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Case Family Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000237868 · Participants: 2Case Family Enterprises, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Case Family Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Case Family Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is G & K Associates LLC 401(k) Profit Sharing Plan & Trust in MI ($238K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($238K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Case Family Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Case Family Enterprises, Inc. 401(k) Profit Sharing Plan surged - up 37.8% during 2024, from $173K to $238K. Reported net income was $65K.
How have Case Family Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case Family Enterprises, Inc.'s sponsor-wide assets grew 138.0%, from $100K to $238K.
Where does Case Family Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Case Family Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Case Family Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is G & K Associates LLC 401(k) Profit Sharing Plan & Trust in MI ($238K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Case Family Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 882471244.

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.