401(k) · DOL Form 5500 · 2024

C.a.S.E. Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
134
Participants Small participant base
39th
Percentile by assets National rank
$32,146
Avg per participant Low balance/head
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Official DOL plan name: C.a.S.E. Construction, Inc. Retirement Plan · Sponsored by C.a.S.E. Construction, Inc. · Indiana · Construction

$4M in assets, 134 participants

C.a.S.E. Construction, Inc.'s C.a.S.E. Construction, Inc. Retirement Plan reported $4M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,438 in Construction (9,039 peers)

Coverage in Indiana

C.a.S.E. Construction, Inc. Retirement Plan covers 134 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#3,438
in Construction (9,039 peers)
+5.2%
assets growth YoY

C.a.S.E. Construction, Inc. Retirement Plan's mid-pack asset rank among Construction and all filers

C.a.S.E. Construction, Inc. Retirement Plan vs every filed plan by assets

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

$4,307,537 39th percentile higher than 39% 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

C.a.S.E. Construction, Inc. Retirement 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. C.a.S.E. Construction, Inc. Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • C.a.S.E. Construction, Inc. Retirement Plan reported net income rose from -$480K in the plan year 2022 filing to $215K in the plan year 2024 filing.
  • C.a.S.E. Construction, Inc. Retirement Plan reported participants rose from 105 in the plan year 2022 filing to 134 in the plan year 2024 filing.
  • C.a.S.E. Construction, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 351975007 · C.a.S.E. Construction, Inc. PY 2024 · 401(k)

C.a.S.E. Construction, Inc. Retirement Plan · $4M · 134 · 39th

  • EOY $4M
  • 5500 134
  • ASSETS 39th
  • PCT 401(k)
  • EIN near Astek 401(k) Plan
  • RANK ind #3438

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 Construction retirement plans → · Plans in Indiana →

C.a.S.E. Construction, Inc. Retirement Plan in the asset neighbourhood

C.a.S.E. Construction, Inc. Retirement PlanC.a.S.E. Construction, Inc. …$4MAstek 401(k) Plan$4MExact Enterprises, Inc. 401(k) PlanExact Enterprises, Inc. 401(…$4MRobert I. Merrill Company Inc. 401(k) PlanRobert I. Merrill Company In…$4MTrinity Petroleum Management LLC 401(k) PlanTrinity Petroleum Management…$4M
End-of-year total assets ($M) among C.a.S.E. Construction, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$215K
Employer EIN351975007
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.a.S.E. Construction, Inc.)

Sponsor-wide plan assets over time

All C.a.S.E. Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.1243342478428% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 20222024 $3.42M $4.31M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 105 $3M
2024 1 134 $4M

Nearby 401(k) Plans in Indiana

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

C.a.S.E. Construction, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants C.a.S.E. Construction, Inc. Retirement Plan, Total assets ($B): 0.004307537 · Participants: 134C.a.S.E. Construction, Inc. Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
C.a.S.E. Construction, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare C.a.S.E. Construction, Inc. Retirement Plan side-by-side with 3 peers →

C.a.S.E. Construction, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Astek 401(k) Plan in CO ($4M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 C.a.S.E. Construction, Inc. Retirement Plan assets move in 2024? ▼
C.a.S.E. Construction, Inc. Retirement Plan grew at a solid clip - up 5.2% during 2024, from $4M to $4M. Reported net income was $215K.
How have C.a.S.E. Construction, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), C.a.S.E. Construction, Inc.'s sponsor-wide assets grew 26.1%, from $3M to $4M.
Which 401(k) plans are similar in size to C.a.S.E. Construction, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astek 401(k) Plan in CO ($4M, 11 participants).
Which 401(k) plans cover a similar participant headcount to C.a.S.E. Construction, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 351975007.

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.