ESOP · DOL Form 5500 · 2023

Commercial Casework, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
45
Participants Small participant base
70th
Percentile by assets National rank
$392,297
Avg per participant High balance/head
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Official DOL plan name: Commercial Casework, Inc. Employee Stock Ownership Plan · Sponsored by Commercial Casework, Inc. · California · Construction

$18M in assets, 45 participants

Commercial Casework, Inc.'s Commercial Casework, Inc. Employee Stock Ownership Plan reported $18M in total assets and 45 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.

  • #6,245 in Construction (9,030 peers)

Commercial Casework, Inc. multi-year trail

Commercial Casework, Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Commercial Casework, Inc. Employee Stock Ownership Plan at $18M / 45 participants.

#6,245
in Construction (9,030 peers)
+1.2%
assets growth YoY

Commercial Casework, Inc. Employee Stock Ownership Plan's outsized position by total assets

Commercial Casework, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,653,367 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

Commercial Casework, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commercial Casework, Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Commercial Casework, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $337K in the plan year 2023 filing.
  • Commercial Casework, Inc. Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • Commercial Casework, Inc. Employee Stock Ownership 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 →

Published 5500 schedule card

Filing strip 942356940 · Commercial Casework, Inc. PY 2023 · ESOP

Commercial Casework, Inc. Employee Stock Ownership Plan · $18M · 45 · 70th

  • TYPE $18M
  • NET 45
  • BOOK 70th
  • VS-ST ESOP
  • BOY near Finished Art, Inc. Employee Stock Ownership Plan
  • SCH ind #6245

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 What is an ESOP? → · Plans in California →

Commercial Casework, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Market Contractors, Ltd. ESOP (Employee Stock Ownership Plan)Market Contractors, Ltd. ESO…$18MCommercial Casework, Inc. Employee Stock Ownership PlanCommercial Casework, Inc. Em…$18MFinished Art, Inc. Employee Stock Ownership PlanFinished Art, Inc. Employee …$18MRailside Enterprises, Inc. & Affiliates Employee Stock Ownership PlanRailside Enterprises, Inc. &…$18MRoy's Holding's, Inc. Employee Stock Ownership PlanRoy's Holding's, Inc. Employ…$18M
End-of-year total assets ($M) among Commercial Casework, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Commercial Casework, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Commercial Casework, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.224790916124228% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.5M $19.6M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 40 $17M
2023 1 45 $18M
2024 1 53 $20M

Commercial Casework, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income$337K
Employer EIN942356940
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Commercial Casework, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Commercial Casework, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017653367 · Participants: 45Commercial Casework, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Commercial Casework, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Commercial Casework, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Commercial Casework, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Finished Art, Inc. Employee Stock Ownership Plan in GA ($18M); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Commercial Casework, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Commercial Casework, Inc. Employee Stock Ownership Plan edged up modestly - up 1.2% during 2023, from $17M to $18M. Reported net income was $337K.
How have Commercial Casework, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commercial Casework, Inc.'s sponsor-wide assets grew 12.2%, from $17M to $20M.
Which ESOP plans are similar in size to Commercial Casework, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Finished Art, Inc. Employee Stock Ownership Plan in GA ($18M, 29 participants).
Which ESOP plans cover a similar participant headcount to Commercial Casework, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (45 participants, $7M 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 942356940.

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.