401(k) · DOL Form 5500 · 2023

Case Paper Co., Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
275
Participants Below avg headcount
69th
Percentile by assets National rank
$60,432
Avg per participant Low balance/head
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Official DOL plan name: Case Paper Co., Inc. 401(k) Profit Sharing Plan · Sponsored by Case Paper Co., Inc. · New York · Wholesale Trade

$17M in assets, 275 participants

Case Paper Co., Inc.'s Case Paper Co., Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 275 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,081 in Wholesale Trade (6,309 peers)

Coverage in New York

Case Paper Co., Inc. 401(k) Profit Sharing Plan covers 275 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $17M.

#4,081
in Wholesale Trade (6,309 peers)
-0.7%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Case Paper Co., Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Case Paper Co., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,618,922 Top 31% higher than 69% 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 Paper Co., Inc. 401(k) Profit Sharing 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. Case Paper Co., Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Case Paper Co., Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to -$56K in the plan year 2023 filing.
  • Case Paper Co., Inc. 401(k) Profit Sharing Plan reported participants rose from 272 in the plan year 2022 filing to 275 in the plan year 2023 filing.
  • Case Paper Co., Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $17M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 111945820 · Case Paper Co., Inc. PY 2023 · 401(k)

Case Paper Co., Inc. 401(k) Profit Sharing Plan · $17M · 275 · 69th

  • ASSETS $17M
  • PCT 275
  • EIN 69th
  • RANK 401(k)
  • PHOTO near Quantitative Software Management, Inc. 401(k) Plan
  • IND ind #4081

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 →

Case Paper Co., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Case Paper Co., Inc. 401(k) Profit Sharing PlanCase Paper Co., Inc. 401(k) …$17MQuantitative Software Management, Inc. 401(k) PlanQuantitative Software Manage…$17MColonial Wholesale Beverage Corporation 401(k) Profit Sharing PlanColonial Wholesale Beverage …$17MParagon Retirement Plan and TrustParagon Retirement Plan and …$17MNautilus International Holding Corporation 401(k) PlanNautilus International Holdi…$17M
End-of-year total assets ($M) among Case Paper Co., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income-$56K
Employer EIN111945820
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case Paper Co., Inc.)

Sponsor-wide plan assets over time

All Case Paper Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 7.041500329342075% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M$18.5M 202220232024 $16.7M $17.9M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 272 $17M
2023 1 275 $17M
2024 1 268 $18M

Nearby 401(k) Plans in New York

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

Case Paper Co., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Case Paper Co., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.016618922 · Participants: 275Case Paper Co., Inc. 401(k) Profit Sharing 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 Paper Co., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Case Paper Co., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Case Paper Co., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Quantitative Software Management, Inc. 401(k) Plan in VA ($17M); by covered participants it is Centrus Savings Program in MD (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Paper Co., Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Case Paper Co., Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.7% during 2023, from $17M to $17M. Reported net income was -$56K.
How have Case Paper Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case Paper Co., Inc.'s sponsor-wide assets grew 7.0%, from $17M to $18M.
Which 401(k) plans are similar in size to Case Paper Co., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quantitative Software Management, Inc. 401(k) Plan in VA ($17M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Case Paper Co., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centrus Savings Program in MD (275 participants, $198M 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 111945820.

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.