Defined Benefit (Pension) · DOL Form 5500 · 2023

Casio America, Inc. Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
42
Participants Small participant base
81st
Percentile by assets National rank
$835,699
Avg per participant High balance/head
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Official DOL plan name: Casio America, Inc. Retirement Plan · Sponsored by Casio America, Inc. · New Jersey · Wholesale Trade

$35M in assets, 42 participants

Casio America, Inc.'s Casio America, Inc. Retirement Plan reported $35M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,135 in Wholesale Trade (6,309 peers)

Where Casio America, Inc. Retirement Plan sits by assets

Casio America, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 42 participants (~$835,699/participant), up 0.9% in 2023.

#5,135
in Wholesale Trade (6,309 peers)
+0.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Casio America, Inc. Retirement Plan's outsized position by total assets

Casio America, Inc. Retirement Plan vs every filed plan by assets

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

$35,099,359 Top 19% higher than 81% 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

Casio America, Inc. Retirement 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. Casio America, Inc. Retirement Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casio America, Inc. Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $301K in the plan year 2023 filing.
  • Casio America, Inc. Retirement Plan reported participants rose from 40 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • Casio America, Inc. Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112215214 · Casio America, Inc. PY 2023 · Defined Benefit (Pension)

Casio America, Inc. Retirement Plan · $35M · 42 · 81st

  • TYPE $35M
  • TYPE 42
  • TYPE 81st
  • TYPE Defined Benefit (Pension)
  • TYPE near Bank Independent Pension Plan
  • TYPE ind #5135

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 Jersey →

Casio America, Inc. Retirement Plan in the asset neighbourhood

Gardner Denver, Inc Pension PlanGardner Denver, Inc Pension …$35MRetirement Plan a for Employees of United Sugar Producers and Refiners CooperativeRetirement Plan a for Employ…$35MCasio America, Inc. Retirement PlanCasio America, Inc. Retireme…$35MBank Independent Pension Plan$35MDallas Theological Seminary Pension PlanDallas Theological Seminary …$35M
End-of-year total assets ($M) among Casio America, Inc. Retirement 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)$35M
Net Assets (End of Year)$35M
Net Income$301K
Employer EIN112215214
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casio America, Inc.)

Sponsor-wide plan assets over time

All Casio America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 5.529177430311765% vs 2022
2024 filing year
$96M$98M$100M$102M$104M$106M 202220232024 $98.3M $104M ▲ +5.5%
Year Plans Participants Total Assets
2022 2 192 $98M
2023 2 191 $103M
2024 2 191 $104M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Casio America, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Casio America, Inc. Retirement Plan, Total assets ($B): 0.035099359 · Participants: 42Casio America, Inc. Retirement PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Casio America, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Casio America, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Bank Independent Pension Plan in AL ($35M); by covered participants it is American Textile Maintenance Company Employees Cash Balance Pension Plan in CA (42 participants). Same-state nearby plans are listed separately above.

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 Casio America, Inc. Retirement Plan assets move in 2023?
Casio America, Inc. Retirement Plan held essentially flat - up 0.9% during 2023, from $35M to $35M. Reported net income was $301K.
How have Casio America, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Casio America, Inc.'s sponsor-wide assets grew 5.5%, from $98M to $104M.
Where does Casio America, Inc. Retirement Plan rank by assets among Form 5500 filers?
Casio America, Inc. Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Casio America, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bank Independent Pension Plan in AL ($35M, 511 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Casio America, Inc. Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Textile Maintenance Company Employees Cash Balance Pension Plan in CA (42 participants, $6K in assets).