401(k) · DOL Form 5500 · 2024

Case Management Unit 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
116
Participants Small participant base
41st
Percentile by assets National rank
$40,364
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Case Management 401(k) Savings Plan · Sponsored by Case Management Unit · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 116 participants

Case Management Unit's Case Management 401(k) Savings Plan reported $5M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,352 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Case Management 401(k) Savings Plan covers 116 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#7,352
in Healthcare & Social Assistance (16,916 peers)
+3.8%
assets growth YoY

Case Management 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Case Management 401(k) Savings Plan vs every filed plan by assets

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

$4,682,234 41st percentile higher than 41% 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 Management 401(k) Savings 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 Management 401(k) Savings Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Case Management 401(k) Savings Plan reported net income fell from $454K in the plan year 2023 filing to $173K in the plan year 2024 filing.
  • Case Management 401(k) Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Case Management 401(k) Savings Plan reported participants rose from 113 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251635351 · Case Management Unit PY 2024 · 401(k)

Case Management 401(k) Savings Plan · $5M · 116 · 41st

  • PART $5M
  • TYPE 116
  • NET 41st
  • BOOK 401(k)
  • VS-ST near Enerset Electric Ltd. 401(k) Plan
  • BOY ind #7352

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Case Management 401(k) Savings Plan in the asset neighbourhood

Case Management 401(k) Savings PlanCase Management 401(k) Savin…$5MEnerset Electric Ltd. 401(k) PlanEnerset Electric Ltd. 401(k)…$5MSunshine Automotive Agency, Inc. 401(k) PlanSunshine Automotive Agency, …$5MAmerican Technical Services, Inc. 401(k) Plan and TrustAmerican Technical Services,…$5MHotc Investment Co. Employee Stock Ownership PlanHotc Investment Co. Employee…$5M
End-of-year total assets ($M) among Case Management 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$173K
Employer EIN251635351
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case Management Unit)

Sponsor-wide plan assets over time

All Case Management Unit plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.477873725016087% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.05M $4.68M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 125 $4M
2023 1 113 $5M
2024 1 116 $5M

Nearby 401(k) Plans in Pennsylvania

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

Case Management 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Case Management 401(k) Savings Plan, Total assets ($B): 0.004682234 · Participants: 116Case Management 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Case Management 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Case Management 401(k) Savings Plan side-by-side with 3 peers →

Case Management 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Enerset Electric Ltd. 401(k) Plan in TX ($5M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Management 401(k) Savings Plan assets move in 2024? ▼
Case Management 401(k) Savings Plan edged up modestly - up 3.8% during 2024, from $5M to $5M. Reported net income was $173K.
How have Case Management Unit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case Management Unit's sponsor-wide assets grew 15.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Case Management 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enerset Electric Ltd. 401(k) Plan in TX ($5M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Case Management 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 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 251635351.

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.