Defined Benefit (Pension) · DOL Form 5500 · 2022

Case, Pomeroy & Company, Inc. Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
7
Participants Small participant base
61st
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Case, Pomeroy & Company, Inc. · Sponsored by Case, Pomeroy & Company, Inc. · New York · Mining & Oil Extraction

$8M in assets, 7 participants

Case, Pomeroy & Company, Inc.'s Retirement Plan for Employees of Case, Pomeroy & Company, Inc. reported $8M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #372 in Mining & Oil Extraction (892 peers)

Case, Pomeroy & Company, Inc. multi-year trail

Case, Pomeroy & Company, Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Case, Pomeroy & Company, Inc. at $8M / 7 participants.

#372
in Mining & Oil Extraction (892 peers)
-14.0%
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.

Retirement Plan for Employees of Case, Pomeroy & Company, Inc.'s mid-pack asset rank among Mining & Oil Extraction and all filers

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. vs every filed plan by assets

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

$8,088,787 Top 39% higher than 61% 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

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Case, Pomeroy & Company, Inc. is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 131758408 · Case, Pomeroy & Company, Inc. PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. · $8M · 7 · 61st

  • BOOK $8M
  • BOOK 7
  • BOOK 61st
  • BOOK Defined Benefit (Pension)
  • BOOK near Bar & Restaurant and on-Sale Pension Plan
  • BOOK ind #372

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 Mining & Oil Extraction retirement plans → · Plans in New York →

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. in the asset neighbourhood

Retirement Plan for Employees of Case, Pomeroy & Company, Inc.Retirement Plan for Employee…$8MBar & Restaurant and on-Sale Pension PlanBar & Restaurant and on-Sale…$8MSwanson Industries, Inc. Pension PlanSwanson Industries, Inc. Pen…$8MRetirement Plan for Salaried Employees of International Mill Service, Inc.Retirement Plan for Salaried…$8MMoustafa E. Alamy M.D., Inc. Defined Benefit Pension PlanMoustafa E. Alamy M.D., Inc.…$8M
End-of-year total assets ($M) among Retirement Plan for Employees of Case, Pomeroy & Company, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Case, Pomeroy & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Case, Pomeroy & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 23.282361941460568% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.9M $30.7M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 15 $25M
2023 2 14 $27M
2024 2 14 $31M

Case, Pomeroy & Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN131758408
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of Case, Pomeroy & Company, Inc., Total assets ($B): 0.008088787 · Participants: 7Retirement Plan for Employees of Case, Pomeroy & Company, Inc.IBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Retirement Plan for Employees of Case, Pomeroy & Company, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Employees of Case, Pomeroy & Company, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of Case, Pomeroy & Company, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Bar & Restaurant and on-Sale Pension Plan in MN ($8M); by covered participants it is Chicago Medical Society Pension Plan in IL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Retirement Plan for Employees of Case, Pomeroy & Company, Inc. assets move in 2022? ▼
Retirement Plan for Employees of Case, Pomeroy & Company, Inc. pulled back noticeably - down 14.0% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Case, Pomeroy & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case, Pomeroy & Company, Inc.'s sponsor-wide assets grew 23.3%, from $25M to $31M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Case, Pomeroy & Company, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bar & Restaurant and on-Sale Pension Plan in MN ($8M, 112 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Case, Pomeroy & Company, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chicago Medical Society Pension Plan in IL (7 participants, $2M 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 131758408.

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.