401(k) · DOL Form 5500 · 2024

Historic Tours of America, Inc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
871
Participants Near avg headcount
69th
Percentile by assets National rank
$21,782
Avg per participant Low balance/head
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Official DOL plan name: H.T.a. Cast Retirement Plan · Sponsored by Historic Tours of America, Inc · Florida · Arts, Entertainment & Recreation

$19M in assets, 871 participants

Historic Tours of America, Inc's H.T.a. Cast Retirement Plan reported $19M in total assets and 871 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #2,380 in Arts, Entertainment & Recreation (2,921 peers)

Historic Tours of America, Inc multi-year trail

Historic Tours of America, Inc's plans moved +35.0% in assets from 2022 to 2024; this filing shows H.T.a. Cast Retirement Plan at $19M / 871 participants.

#2,380
in Arts, Entertainment & Recreation (2,921 peers)
+15.6%
assets growth YoY

H.T.a. Cast Retirement Plan's outsized position by total assets

H.T.a. Cast Retirement Plan vs every filed plan by assets

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

$18,971,978 Top 31% higher than 69% 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

H.T.a. Cast 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. H.T.a. Cast Retirement Plan sits mid-pack in the medium band (871 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H.T.a. Cast Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • H.T.a. Cast Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • H.T.a. Cast Retirement Plan reported participants rose from 768 in the plan year 2023 filing to 871 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592512154 · Historic Tours of America, Inc PY 2024 · 401(k)

H.T.a. Cast Retirement Plan · $19M · 871 · 69th

  • EIN $19M
  • EIN 871
  • EIN 69th
  • EIN 401(k)
  • EIN near Richardson Industries, Inc. 401(k) Plan
  • EIN ind #2380

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 Florida →

H.T.a. Cast Retirement Plan in the asset neighbourhood

H.T.a. Cast Retirement Plan$19MRichardson Industries, Inc. 401(k) PlanRichardson Industries, Inc. …$19MFrankfurt Kurnit Klein & Selz, P.C. 401(k) Plan for Non-Shareholder AttorneysFrankfurt Kurnit Klein & Sel…$19MPt 401(k) Plan$19MA-Tek, Inc. 401(k) Plan$19M
End-of-year total assets ($M) among H.T.a. Cast Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Historic Tours of America, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Historic Tours of America, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$19M 35.04109889358988% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $19M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 671 $14M
2023 1 768 $16M
2024 1 871 $19M

Historic Tours of America, Inc filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN592512154
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

H.T.a. Cast Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants H.T.a. Cast Retirement Plan, Total assets ($B): 0.018971978 · Participants: 871H.T.a. Cast Retirement 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
H.T.a. Cast Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

H.T.a. Cast Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Richardson Industries, Inc. 401(k) Plan in WI ($19M); by covered participants it is Community Medical Services 401(k) in AZ (871 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (871 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 H.T.a. Cast Retirement Plan assets move in 2024?
H.T.a. Cast Retirement Plan grew sharply - up 15.6% during 2024, from $16M to $19M. Reported net income was $3M.
How have Historic Tours of America, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Historic Tours of America, Inc's sponsor-wide assets grew 35.0%, from $14M to $19M.
Which 401(k) plans are similar in size to H.T.a. Cast Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Richardson Industries, Inc. 401(k) Plan in WI ($19M, 179 participants).
Which 401(k) plans cover a similar participant headcount to H.T.a. Cast Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Community Medical Services 401(k) in AZ (871 participants, $12M in assets).