How big is W.L. Case & Company's plan?

W.L. Case & Company's plan reported $5.3M in assets and 30 participants for 2024.

Original filing (PDF)20250819125827NAL0003900352001

W.L. Case & Company

Name: W.L. Case & Company — W.L. Case & Company Profit, Form 5500 (2024)
Creator: W.L. Case & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W.L. Case & Company Profit Sharing 401(k) Plan

401(k) retirement plan · W.L. Case & Company's W.L. Case & Company Profit Sharing 401(k) Plan held $5.3M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

W.L. Case & Company's EIN is 38-0404580.

EIN 38-0404580

Plan number 001

Plan year 2024

ACK ID 20250819125827NAL0003900352001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for W.L. Case & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

W.L. Case & Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W.L. CASE & COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score