401(k) · DOL Form 5500 · 2024

Rick Case Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
1,235
Participants Near avg headcount
80th
Percentile by assets National rank
$28,489
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

$35M in assets, 1,235 participants

Rick Case Enterprises, Inc.'s Rick Case Enterprises, Inc. 401(k) Plan reported $35M in total assets and 1,235 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,081 in Retail Trade (8,048 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, $35M for 1,235 participants (~$28,489/participant), up 15.2% in 2024.

#7,081
in Retail Trade (8,048 peers)
+15.2%
assets growth YoY
0.4×
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 2024 · DOL Form 5500

$35,183,555 Top 20% higher than 80% 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

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

Plan-year 2024 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 2023 → plan year 2024

  • Rick Case Enterprises, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Rick Case Enterprises, Inc. 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311172396 · Rick Case Enterprises, Inc. PY 2024 · 401(k)

Rick Case Enterprises, Inc. 401(k) Plan · $35M · 1,235 · 80th

  • PART $35M
  • TYPE 1,235
  • NET 80th
  • BOOK 401(k)
  • VS-ST near N-Able Technologies, Inc. 401(k) Plan
  • BOY ind #7081

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

Winstead Non-Share Atty 401(k) Savings & Profit Sharing PlanWinstead Non-Share Atty 401(…$35MSchwartz Farms, Inc. 401(k) Profit Sharing PlanSchwartz Farms, Inc. 401(k) …$35MRick Case Enterprises, Inc. 401(k) PlanRick Case Enterprises, Inc. …$35MN-Able Technologies, Inc. 401(k) PlanN-Able Technologies, Inc. 40…$35MThtbc Retirement Plan$35M
End-of-year total assets ($M) among Rick Case Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$5M
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): 0.035183555 · Participants: 1235Rick Case Enterprises, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings 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 N-Able Technologies, Inc. 401(k) Plan in MA ($35M); by covered participants it is Altasciences USA LLC 401(k) Plan in WA (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 2024. 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 2024? ▼
Rick Case Enterprises, Inc. 401(k) Plan grew sharply - up 15.2% during 2024, from $31M to $35M. Reported net income was $5M.
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 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 N-Able Technologies, Inc. 401(k) Plan in MA ($35M, 324 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 Altasciences USA LLC 401(k) Plan in WA (1,235 participants, $48M 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 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.