Defined Benefit (Pension) · DOL Form 5500 · 2023

Case, Pomeroy & Company, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
7
Participants Small participant base
57th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Case, Pomeroy & Company, Inc. · Sponsored by Case, Pomeroy & Company, Inc. · New York · Mining & Oil Extraction

$9M in assets, 7 participants

Case, Pomeroy & Company, Inc.'s Retirement Plan for Employees of Case, Pomeroy & Company, Inc. reported $9M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #288 in Mining & Oil Extraction (811 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Retirement Plan for Employees of Case, Pomeroy & Company, Inc. ranks #288 of 811 2023 filers by assets (1348% of the sector average)-$9M for 7 participants.

#288
in Mining & Oil Extraction (811 peers)
+12.8%
assets growth YoY

Retirement Plan for Employees of Case, Pomeroy & Company, Inc.'s mid-pack asset rank among Mining & Oil Extraction and all filers

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. vs every filed plan by assets

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

$9,120,957 Top 43% higher than 57% 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

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Case, Pomeroy & Company, Inc. is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Case, Pomeroy & Company, Inc. reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Retirement Plan for Employees of Case, Pomeroy & Company, Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131758408 · Case, Pomeroy & Company, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. · $9M · 7 · 57th

  • EBSA $9M
  • EBSA 7
  • EBSA 57th
  • EBSA Defined Benefit (Pension)
  • EBSA near First National Bank of Winnsboro Employee Pension Plan
  • EBSA ind #288

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 Mining & Oil Extraction retirement plans → · Plans in New York →

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. in the asset neighbourhood

Thales Communications Pension PlanThales Communications Pensio…$9MFirst National Bank of Winnsboro Employee Pension PlanFirst National Bank of Winns…$9MRetirement Plan for Employees of Case, Pomeroy & Company, Inc.Retirement Plan for Employee…$9MKbf Cpas LLP Cash Balance PlanKbf Cpas LLP Cash Balance Pl…$9MPension Plan for Hourly-Paid Employees of Tms DivisionPension Plan for Hourly-Paid…$9M
End-of-year total assets ($M) among Retirement Plan for Employees of Case, Pomeroy & Company, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN131758408
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case, Pomeroy & Company, Inc.)

Sponsor-wide plan assets over time

All Case, Pomeroy & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 23.282361941460568% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.9M $30.7M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 15 $25M
2023 2 14 $27M
2024 2 14 $31M

Nearby Defined Benefit (Pension) Plans in New York

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

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan for Employees of Case, Pomeroy & Company, Inc., Total assets ($B): 0.009120957 · Participants: 7Retirement Plan for Employees of Case, Pomeroy & Company, Inc.IBM 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
Retirement Plan for Employees of Case, Pomeroy & Company, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Employees of Case, Pomeroy & Company, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of Case, Pomeroy & Company, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is First National Bank of Winnsboro Employee Pension Plan in TX ($9M); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Retirement Plan for Employees of Case, Pomeroy & Company, Inc. assets move in 2023? ▼
Retirement Plan for Employees of Case, Pomeroy & Company, Inc. grew at a solid clip - up 12.8% during 2023, from $8M to $9M. Reported net income was $1M.
How have Case, Pomeroy & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case, Pomeroy & Company, Inc.'s sponsor-wide assets grew 23.3%, from $25M to $31M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Case, Pomeroy & Company, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First National Bank of Winnsboro Employee Pension Plan in TX ($9M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Case, Pomeroy & Company, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M 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 131758408.

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.