401(k) · DOL Form 5500 · 2024

Case & Associates Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
682
Participants Below avg headcount
76th
Percentile by assets National rank
$39,617
Avg per participant Low balance/head
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Official DOL plan name: Case & Associates Properties, Inc. 401(k) Plan · Sponsored by Case & Associates Properties, Inc. · Oklahoma · Real Estate

$27M in assets, 682 participants

Case & Associates Properties, Inc.'s Case & Associates Properties, Inc. 401(k) Plan reported $27M in total assets and 682 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,074 in Real Estate (4,605 peers)

Where Case & Associates Properties, Inc. 401(k) Plan sits by assets

Case & Associates Properties, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 682 participants (~$39,617/participant), up 14.0% in 2024.

#4,074
in Real Estate (4,605 peers)
+14.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Case & Associates Properties, Inc. 401(k) Plan's outsized position by total assets

Case & Associates Properties, Inc. 401(k) Plan vs every filed plan by assets

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

$27,019,002 Top 24% higher than 76% 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 & Associates Properties, 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. Case & Associates Properties, Inc. 401(k) Plan sits mid-pack in the medium band (682 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Case & Associates Properties, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Case & Associates Properties, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Case & Associates Properties, Inc. 401(k) Plan reported participants rose from 671 in the plan year 2023 filing to 682 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 731180117 · Case & Associates Properties, Inc. PY 2024 · 401(k)

Case & Associates Properties, Inc. 401(k) Plan · $27M · 682 · 76th

  • PCT $27M
  • PCT 682
  • PCT 76th
  • PCT 401(k)
  • PCT near Lindsay Precast 401(k) Plan
  • PCT ind #4074

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 Real Estate retirement plans → · Plans in Oklahoma →

Case & Associates Properties, Inc. 401(k) Plan in the asset neighbourhood

Case & Associates Properties, Inc. 401(k) PlanCase & Associates Properties…$27MLindsay Precast 401(k) Plan$27MLong Fence Company, Inc. Profit Sharing PlanLong Fence Company, Inc. Pro…$27MLastpass US LP 401(k) Plan$27MTokusen USA, Inc. Employee Retirement Savings PlanTokusen USA, Inc. Employee R…$27M
End-of-year total assets ($M) among Case & Associates Properties, 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)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN731180117
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case & Associates Properties, Inc.)

Sponsor-wide plan assets over time

All Case & Associates Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 35.8866448267673% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.9M $27M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 646 $20M
2023 1 671 $24M
2024 1 682 $27M

Nearby 401(k) Plans in Oklahoma

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

Case & Associates Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants Case & Associates Properties, Inc. 401(k) Plan, Total assets ($B): 0.027019002 · Participants: 682Case & Associates Properties, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Case & Associates Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Case & Associates Properties, Inc. 401(k) Plan side-by-side with 3 peers →

Case & Associates Properties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Lindsay Precast 401(k) Plan in OH ($27M); by covered participants it is Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan in NY (682 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (682 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 & Associates Properties, Inc. 401(k) Plan assets move in 2024? ▼
Case & Associates Properties, Inc. 401(k) Plan grew at a solid clip - up 14.0% during 2024, from $24M to $27M. Reported net income was $3M.
How have Case & Associates Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case & Associates Properties, Inc.'s sponsor-wide assets grew 35.9%, from $20M to $27M.
Where does Case & Associates Properties, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Case & Associates Properties, Inc. 401(k) Plan ranks in the 76th 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 Case & Associates Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lindsay Precast 401(k) Plan in OH ($27M, 431 participants).
Which 401(k) plans cover a similar participant headcount to Case & Associates Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan in NY (682 participants, $70M 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 731180117.

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.