401(k) · DOL Form 5500 · 2023

Casio America, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
149
Participants Small participant base
88th
Percentile by assets National rank
$454,169
Avg per participant High balance/head
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Official DOL plan name: Casio America, Inc. Incentive Savings Retirement Plan · Sponsored by Casio America, Inc. · New Jersey · Wholesale Trade

$68M in assets, 149 participants

Casio America, Inc.'s Casio America, Inc. Incentive Savings Retirement Plan reported $68M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #5,675 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Casio America, Inc. Incentive Savings Retirement Plan covers 149 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $68M.

#5,675
in Wholesale Trade (6,309 peers)
+6.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

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

$67,671,206 Top 12% higher than 88% 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. Incentive Savings Retirement 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. Casio America, Inc. Incentive Savings Retirement Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casio America, Inc. Incentive Savings Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Casio America, Inc. Incentive Savings Retirement Plan end-of-year assets rose from $63M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Casio America, Inc. Incentive Savings Retirement Plan reported participants fell from 152 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112215214 · Casio America, Inc. PY 2023 · 401(k)

Casio America, Inc. Incentive Savings Retirement Plan · $68M · 149 · 88th

  • EOY $68M
  • 5500 149
  • ASSETS 88th
  • PCT 401(k)
  • EIN near Jht 401(k) Plan
  • RANK ind #5675

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. Incentive Savings Retirement Plan in the asset neighbourhood

I.B.E.W. Local Union No. 479 Annuity / 401(k) PlanI.B.E.W. Local Union No. 479…$68MCasio America, Inc. Incentive Savings Retirement PlanCasio America, Inc. Incentiv…$68MJht 401(k) Plan$68MDigicert 401(k) Retirement PlanDigicert 401(k) Retirement P…$68MEneric Petroleum Corp. 401(k) Retirement PlanEneric Petroleum Corp. 401(k…$68M
End-of-year total assets ($M) among Casio America, Inc. Incentive Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$68M
Net Income$4M
Employer EIN112215214
Plan Effective Date1978-10-01
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 401(k) Plans in New Jersey

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

Casio America, Inc. Incentive Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Casio America, Inc. Incentive Savings Retirement Plan, Total assets ($B): 0.067671206 · Participants: 149Casio America, Inc. Incentive Savings Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Casio America, Inc. Incentive Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Casio America, Inc. Incentive Savings Retirement Plan side-by-side with 3 peers →

Casio America, Inc. Incentive Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Jht 401(k) Plan in WI ($68M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Casio America, Inc. Incentive Savings Retirement Plan assets move in 2023? ▼
Casio America, Inc. Incentive Savings Retirement Plan grew at a solid clip - up 6.6% during 2023, from $63M to $68M. Reported net income was $4M.
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. Incentive Savings Retirement Plan rank by assets among Form 5500 filers? ▼
Casio America, Inc. Incentive Savings Retirement Plan ranks in the 88th 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 401(k) plans are similar in size to Casio America, Inc. Incentive Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jht 401(k) Plan in WI ($68M, 973 participants).
Which 401(k) plans cover a similar participant headcount to Casio America, Inc. Incentive Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 112215214.

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.