401(k) · DOL Form 5500 · 2022

Casimir Jones Sc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
29
Participants Small participant base
64th
Percentile by assets National rank
$323,228
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Casimir Jones Sc 401(k) Profit Sharing Plan & Trust · Sponsored by Casimir Jones Sc · Wisconsin · Professional & Technical Services

$9M in assets, 29 participants

Casimir Jones Sc's Casimir Jones Sc 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,408 in Professional & Technical Services (21,562 peers)

Casimir Jones Sc multi-year trail

Casimir Jones Sc's plans moved +59.4% in assets from 2022 to 2024; this filing shows Casimir Jones Sc 401(k) Profit Sharing Plan & Trust at $9M / 29 participants.

#13,408
in Professional & Technical Services (21,562 peers)
-10.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casimir Jones Sc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Casimir Jones Sc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,373,614 Top 36% higher than 64% 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

Casimir Jones Sc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casimir Jones Sc 401(k) Profit Sharing Plan & Trust is a small filing (29 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 260591267 · Casimir Jones Sc PY 2022 · 401(k)

Casimir Jones Sc 401(k) Profit Sharing Plan & Trust · $9M · 29 · 64th

  • SCH $9M
  • SCH 29
  • SCH 64th
  • SCH 401(k)
  • SCH near Mainspring Energy, Inc. 401(k) Plan
  • SCH ind #13408

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Casimir Jones Sc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Casimir Jones Sc 401(k) Profit Sharing Plan & TrustCasimir Jones Sc 401(k) Prof…$9MMainspring Energy, Inc. 401(k) PlanMainspring Energy, Inc. 401(…$9MAsmodee North America, Inc. 401(k) PlanAsmodee North America, Inc. …$9MHondru Dealerships 401(k) PlanHondru Dealerships 401(k) Pl…$9MProperty Resources Corporation 401(k) PlanProperty Resources Corporati…$9M
End-of-year total assets ($M) among Casimir Jones Sc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Casimir Jones Sc multi-year asset trail

Sponsor-wide plan assets over time

All Casimir Jones Sc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 59.44203591058902% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.37M $15M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 29 $9M
2023 1 34 $12M
2024 1 40 $15M

Casimir Jones Sc filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN260591267
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Casimir Jones Sc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Casimir Jones Sc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009373614 · Participants: 29Casimir Jones Sc 401(k) Profit Sharing Plan & TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Casimir Jones Sc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Casimir Jones Sc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mainspring Energy, Inc. 401(k) Plan in CA ($9M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Casimir Jones Sc 401(k) Profit Sharing Plan & Trust assets move in 2022?
Casimir Jones Sc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.3% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Casimir Jones Sc plan assets changed over time?
Across 3 plan years on file (2022-2024), Casimir Jones Sc's sponsor-wide assets grew 59.4%, from $9M to $15M.
Which 401(k) plans are similar in size to Casimir Jones Sc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Mainspring Energy, Inc. 401(k) Plan in CA ($9M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Casimir Jones Sc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M in assets).