401(k) · DOL Form 5500 · 2023

Case Pomeroy & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
7
Participants Small participant base
70th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan · Sponsored by Case Pomeroy & Co., Inc. · New York · Real Estate

$18M in assets, 7 participants

Case Pomeroy & Co., Inc.'s Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan reported $18M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,020 in Real Estate (4,727 peers)

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

Case Pomeroy & Co., Inc.'s plans moved +23.3% in assets from 2022 to 2024; this filing shows Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan at $18M / 7 participants.

#4,020
in Real Estate (4,727 peers)
+5.4%
assets growth YoY

Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan's outsized position by total assets

Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,749,024 Top 30% higher than 70% of 127,068 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 2023

Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $908K in the plan year 2023 filing.
  • Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131758408 · Case Pomeroy & Co., Inc. PY 2023 · 401(k)

Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan · $18M · 7 · 70th

  • EBSA $18M
  • EBSA 7
  • EBSA 70th
  • EBSA 401(k)
  • EBSA near Leominster Credit Union 401(k) Profit Sharing Plan
  • EBSA ind #4020

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 Real Estate retirement plans → · Plans in New York →

Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan in the asset neighbourhood

Case, Pomeroy & Co., Inc. Employee Thrift and Savings PlanCase, Pomeroy & Co., Inc. Em…$18MLeominster Credit Union 401(k) Profit Sharing PlanLeominster Credit Union 401(…$18ML. Fishman & Son, Inc. 401(k) Profit Sharing PlanL. Fishman & Son, Inc. 401(k…$18MClayton Foundation for Research Employees' 401(k)Clayton Foundation for Resea…$18MTerminal Supply Co. 401(k) Profit Sharing Plan and TrustTerminal Supply Co. 401(k) P…$18M
End-of-year total assets ($M) among Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Case Pomeroy & Co., 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 & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$908K
Employer EIN131758408
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan, Total assets ($B): 0.017749024 · Participants: 7Case, Pomeroy & Co., Inc. Employee Thrift and Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan side-by-side with 3 peers →

Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Leominster Credit Union 401(k) Profit Sharing Plan in MA ($18M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan assets move in 2023? ▼
Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan grew at a solid clip - up 5.4% during 2023, from $17M to $18M. Reported net income was $908K.
How have Case Pomeroy & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case Pomeroy & Co., Inc.'s sponsor-wide assets grew 23.3%, from $25M to $31M.
Which 401(k) plans are similar in size to Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leominster Credit Union 401(k) Profit Sharing Plan in MA ($18M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Case, Pomeroy & Co., Inc. Employee Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.