Case & Associates Properties, Inc. 401(k) Plan: Login, Facts & Contact Information

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

Plan name
CASE & ASSOCIATES PROPERTIES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CASE & ASSOCIATES PROPERTIES, INC.
Participants
763 (633 active employees)
Former employees with a balance
51
Plan assets
$27,019,002 at Dec 31, 2024
Average account balance
$45,032 across 600 accounts
Employer contributions
$830,497 in plan year 2024 (32% of all contributions)
Recordkeeper
T. Rowe Price Rps, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.60 million went into the plan in contributions, $830,497 of it from the employer (32%).
  • $1.59 million was paid out to participants.
  • Investment and other income added $2.46 million.
  • Administrative expenses were $142,473, about $237 per account.

How the Case & Associates Properties, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019688$17.0 million$587,538$996,765
2020743$19.1 million$619,386$1.82 million
2021780$22.5 million$640,604$1.00 million
2022844$19.9 million$720,013$1.39 million
2023763$23.7 million$716,736$1.39 million
2024763$27.0 million$830,497$1.59 million

Case & Associates Properties, Inc. 401(k) Contact Information

Phone
918-492-1983
Mailing address
4200 EAST SKELLY DRIVE, SUITE 800, TULSA OK 74135
Plan sponsor
CASE & ASSOCIATES PROPERTIES, INC.
Employer identification number (EIN)
73-1180117
Plan number
001

Questions about the Case & Associates Properties, Inc. 401(k)

Does Case & Associates Properties, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $830,497, 32% of all contributions.

Does the Case & Associates Properties, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Case & Associates Properties, Inc 401(k) plan?

763 participants at the start of plan year 2024, 633 of them active employees, and 51 former employees who still had money in the plan.

What is the average 401(k) balance at Case & Associates Properties, Inc?

About $45,032 per account: $27.0 million in plan assets across 600 accounts with a balance at the end of plan year 2024.

Who manages the Case & Associates Properties, Inc 401(k) accounts?

T. Rowe Price (listed on the filing as T. ROWE PRICE RPS, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Case & Associates Properties, Inc. How do I access my 401(k)?

Your account stays with T. Rowe Price after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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