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
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
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 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
| 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 EIN | 260591267 |
| Plan Effective Date | 2007-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
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.