401(k) · DOL Form 5500 · 2022

Csm Companies, Inc 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
885
Participants Near avg headcount
87th
Percentile by assets National rank
$51,791
Avg per participant Low balance/head
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Official DOL plan name: Csm Companies, Inc. 401(k) Plan · Sponsored by Csm Companies, Inc · Wisconsin · Retail Trade

$46M in assets, 885 participants

Csm Companies, Inc's Csm Companies, Inc. 401(k) Plan reported $46M in total assets and 885 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,861 in Retail Trade (9,519 peers)

Where Csm Companies, Inc. 401(k) Plan sits by assets

Csm Companies, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 885 participants (~$51,791/participant), down 14.8% in 2022.

#8,861
in Retail Trade (9,519 peers)
-14.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Csm Companies, Inc. 401(k) Plan's outsized position by total assets

Csm Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$45,835,041 Top 13% higher than 87% 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

Csm Companies, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Csm Companies, Inc. 401(k) Plan sits mid-pack in the medium band (885 participants).

Form 5500 schedule snapshot

Filing strip 391302058 · Csm Companies, Inc PY 2022 · 401(k)

Csm Companies, Inc. 401(k) Plan · $46M · 885 · 87th

  • EIN $46M
  • RANK 885
  • PHOTO 87th
  • IND 401(k)
  • EOY near Chase Corporation 401(k) Plan
  • 5500 ind #8861

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 Retail Trade retirement plans → · Plans in Wisconsin →

Csm Companies, Inc. 401(k) Plan in the asset neighbourhood

Csm Companies, Inc. 401(k) PlanCsm Companies, Inc. 401(k) P…$46MChase Corporation 401(k) Plan$46MUbs Financial Services Inc of Puerto Rico Savings Plus Plan TrustUbs Financial Services Inc o…$46MEbix, Inc. Cash Option Profit Sharing TrustEbix, Inc. Cash Option Profi…$46MExcel Group 401(k) Savings PlanExcel Group 401(k) Savings P…$46M
End-of-year total assets ($M) among Csm Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$46M
Net Income-$8M
Employer EIN391302058
Plan Effective Date1978-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Csm Companies, Inc)

Sponsor-wide plan assets over time

All Csm Companies, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$61M 33.92420222772354% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.8M $61.4M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 885 $46M
2023 1 881 $56M
2024 1 928 $61M

Nearby 401(k) Plans in Wisconsin

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

Csm Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Csm Companies, Inc. 401(k) Plan, Total assets ($B): 0.045835041 · Participants: 885Csm Companies, Inc. 401(k) PlanJohnson 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
Csm Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Csm Companies, Inc. 401(k) Plan side-by-side with 3 peers →

Csm Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Chase Corporation 401(k) Plan in MA ($46M); by covered participants it is Rli Corp 401(k) Plan in IL (885 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (885 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 Csm Companies, Inc. 401(k) Plan assets move in 2022? ▼
Csm Companies, Inc. 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $54M to $46M. Reported net income was -$8M.
How have Csm Companies, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csm Companies, Inc's sponsor-wide assets grew 33.9%, from $46M to $61M.
Where does Csm Companies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Csm Companies, Inc. 401(k) Plan ranks in the 87th 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 401(k) plans are similar in size to Csm Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chase Corporation 401(k) Plan in MA ($46M, 468 participants).
Which 401(k) plans cover a similar participant headcount to Csm Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rli Corp 401(k) Plan in IL (885 participants, $269M 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 391302058.

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.