ESOP · DOL Form 5500 · 2022

Commercial Casework, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
40
Participants Small participant base
75th
Percentile by assets National rank
$436,171
Avg per participant High balance/head
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Official DOL plan name: Commercial Casework, Inc. Employee Stock Ownership Plan · Sponsored by Commercial Casework, Inc. · California · Construction

$17M in assets, 40 participants

Commercial Casework, Inc.'s Commercial Casework, Inc. Employee Stock Ownership Plan reported $17M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,419 in Construction (9,927 peers)

Where Commercial Casework, Inc. Employee Stock Ownership Plan sits by assets

Commercial Casework, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $17M for 40 participants (~$436,171/participant), up 5.7% in 2022.

#7,419
in Construction (9,927 peers)
+5.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Commercial Casework, Inc. Employee Stock Ownership Plan's outsized position by total assets

Commercial Casework, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,446,826 Top 25% higher than 75% of 139,123 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 2022

Commercial Casework, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commercial Casework, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 942356940 · Commercial Casework, Inc. PY 2022 · ESOP

Commercial Casework, Inc. Employee Stock Ownership Plan · $17M · 40 · 75th

  • BOY $17M
  • BOY 40
  • BOY 75th
  • BOY ESOP
  • BOY near Ankrom Moisan Associated Architects Employee Stock Ownership Plan
  • BOY ind #7419

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 What is an ESOP? → · Plans in California →

Commercial Casework, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Railside Enterprises, Inc. & Affiliates Employee Stock Ownership PlanRailside Enterprises, Inc. &…$18MHardin County Bancshares, Inc. Employee Stock Ownership PlanHardin County Bancshares, In…$18MCommercial Casework, Inc. Employee Stock Ownership PlanCommercial Casework, Inc. Em…$17MAnkrom Moisan Associated Architects Employee Stock Ownership PlanAnkrom Moisan Associated Arc…$17MBeck Oil Company of Illinois Employee Stock Ownership PlanBeck Oil Company of Illinois…$17M
End-of-year total assets ($M) among Commercial Casework, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN942356940
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commercial Casework, Inc.)

Sponsor-wide plan assets over time

All Commercial Casework, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.224790916124228% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.5M $19.6M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 40 $17M
2023 1 45 $18M
2024 1 53 $20M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Commercial Casework, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Commercial Casework, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017446826 · Participants: 40Commercial Casework, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Commercial Casework, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Commercial Casework, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Commercial Casework, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ankrom Moisan Associated Architects Employee Stock Ownership Plan in OR ($17M); by covered participants it is Louisiana Companies Employee Stock Ownership Plan in LA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Commercial Casework, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Commercial Casework, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.7% during 2022, from $17M to $17M. Reported net income was $1M.
How have Commercial Casework, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commercial Casework, Inc.'s sponsor-wide assets grew 12.2%, from $17M to $20M.
Where does Commercial Casework, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Commercial Casework, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Commercial Casework, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ankrom Moisan Associated Architects Employee Stock Ownership Plan in OR ($17M, 222 participants).
Which ESOP plans cover a similar participant headcount to Commercial Casework, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Louisiana Companies Employee Stock Ownership Plan in LA (40 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942356940.

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.