Defined Benefit (Pension) · DOL Form 5500 · 2023

Cusa Acquisition LLC Pension Plan

Data updated 2026-08-25

$160M
Total assets Near avg plan size
600
Participants Below avg headcount
94th
Percentile by assets National rank
$266,658
Avg per participant High balance/head
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Official DOL plan name: Oce Employees' Cash Accumulation Plan · Sponsored by Cusa Acquisition LLC · New York · Wholesale Trade

$160M in assets, 600 participants

Cusa Acquisition LLC's Oce Employees' Cash Accumulation Plan reported $160M in total assets and 600 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #6,009 in Wholesale Trade (6,309 peers)

Where Oce Employees' Cash Accumulation Plan sits by assets

Oce Employees' Cash Accumulation Plan sits in the top 10% of all filed plans by assets, $160M for 600 participants (~$266,658/participant), up 3.2% in 2023.

#6,009
in Wholesale Trade (6,309 peers)
+3.2%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Oce Employees' Cash Accumulation Plan's outsized position by total assets

Oce Employees' Cash Accumulation Plan vs every filed plan by assets

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

$159,995,086 Top 6% higher than 94% 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

Oce Employees' Cash Accumulation Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oce Employees' Cash Accumulation Plan sits mid-pack in the medium band (600 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oce Employees' Cash Accumulation Plan reported net income rose from -$44M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Oce Employees' Cash Accumulation Plan reported participants fell from 653 in the plan year 2022 filing to 600 in the plan year 2023 filing.
  • Oce Employees' Cash Accumulation Plan end-of-year assets rose from $155M in the plan year 2022 filing to $160M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461382783 · Cusa Acquisition LLC PY 2023 · Defined Benefit (Pension)

Oce Employees' Cash Accumulation Plan · $160M · 600 · 94th

  • PHOTO $160M
  • IND 600
  • EOY 94th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Sheet Metal Workers Local No. 292 Pension Fund
  • PCT ind #6009

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 Wholesale Trade retirement plans → · Plans in New York →

Oce Employees' Cash Accumulation Plan in the asset neighbourhood

Hawaii Truckers-Teamsters Union Pension PlanHawaii Truckers-Teamsters Un…$160MSheet Metal Workers Local No. 292 Pension FundSheet Metal Workers Local No…$160MOce Employees' Cash Accumulation PlanOce Employees' Cash Accumula…$160MThe Cooper Companies, Inc. Retirement Income PlanThe Cooper Companies, Inc. R…$160MIllinois Education Association Staff Retirement PlanIllinois Education Associati…$160M
End-of-year total assets ($M) among Oce Employees' Cash Accumulation Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$160M
Net Income$5M
Employer EIN461382783
Plan Effective Date1976-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Cusa Acquisition LLC)

Sponsor-wide plan assets over time

All Cusa Acquisition LLC plans reported in each filing year

Latest sponsor-wide plan assets
$157M 1.2213166505413073% vs 2022
2024 filing year
$154M$156M$158M$160M$162M 202220232024 $155M $157M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 653 $155M
2023 1 600 $160M
2024 1 551 $157M

Nearby Defined Benefit (Pension) Plans in New York

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

Oce Employees' Cash Accumulation Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Oce Employees' Cash Accumulation Plan, Total assets ($B): 0.159995086 · Participants: 600Oce Employees' Cash Accumulation PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Oce Employees' Cash Accumulation Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Oce Employees' Cash Accumulation Plan side-by-side with 3 peers →

Oce Employees' Cash Accumulation Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local No. 292 Pension Fund in MI ($160M); by covered participants it is Dollar Bank Retirement Plan in PA (601 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (600 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 Oce Employees' Cash Accumulation Plan assets move in 2023? ▼
Oce Employees' Cash Accumulation Plan edged up modestly - up 3.2% during 2023, from $155M to $160M. Reported net income was $5M.
How have Cusa Acquisition LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cusa Acquisition LLC's sponsor-wide assets grew 1.2%, from $155M to $157M.
Where does Oce Employees' Cash Accumulation Plan rank by assets among Form 5500 filers? ▼
Oce Employees' Cash Accumulation Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Oce Employees' Cash Accumulation Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local No. 292 Pension Fund in MI ($160M, 590 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oce Employees' Cash Accumulation Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dollar Bank Retirement Plan in PA (601 participants, $17M 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 461382783.

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.