401(k) · DOL Form 5500 · 2023

Csm Companies, Inc 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
881
Participants Near avg headcount
87th
Percentile by assets National rank
$63,307
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Csm Companies, Inc. 401(k) Plan · Sponsored by Csm Companies, Inc · Wisconsin · Retail Trade

$56M in assets, 881 participants

Csm Companies, Inc's Csm Companies, Inc. 401(k) Plan reported $56M in total assets and 881 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,782 in Retail Trade (8,414 peers)

Where Csm Companies, Inc. 401(k) Plan sits by assets

Csm Companies, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 881 participants (~$63,307/participant), up 21.7% in 2023.

#7,782
in Retail Trade (8,414 peers)
+21.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Csm Companies, Inc. 401(k) Plan's outsized position by total assets

Csm Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$55,773,066 Top 13% higher than 87% 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

Csm Companies, Inc. 401(k) 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. Csm Companies, Inc. 401(k) Plan sits mid-pack in the medium band (881 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Csm Companies, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Csm Companies, Inc. 401(k) Plan end-of-year assets rose from $46M in the plan year 2022 filing to $56M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391302058 · Csm Companies, Inc PY 2023 · 401(k)

Csm Companies, Inc. 401(k) Plan · $56M · 881 · 87th

  • PART $56M
  • PART 881
  • PART 87th
  • PART 401(k)
  • PART near Wns North America, Inc. 401(k) Profit Sharing Plan
  • PART ind #7782

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 Retail Trade retirement plans → · Plans in Wisconsin →

Csm Companies, Inc. 401(k) Plan in the asset neighbourhood

Extrahop Networks, Inc. 401(k) Plan and TrustExtrahop Networks, Inc. 401(…$56MTellepsen Corporation 401(k) & Retirement PlanTellepsen Corporation 401(k)…$56MCsm Companies, Inc. 401(k) PlanCsm Companies, Inc. 401(k) P…$56MWns North America, Inc. 401(k) Profit Sharing PlanWns North America, Inc. 401(…$56MD. G. Yuengling & Son, Inc. 401(k) Savings and Profit Sharing PlanD. G. Yuengling & Son, Inc. …$56M
End-of-year total assets ($M) among Csm Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$56M
Net Income$10M
Employer EIN391302058
Plan Effective Date1978-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Csm Companies, Inc)

Sponsor-wide plan assets over time

All Csm Companies, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$61M 33.92420222772354% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.8M $61.4M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 885 $46M
2023 1 881 $56M
2024 1 928 $61M

Nearby 401(k) Plans in Wisconsin

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

Csm Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Csm Companies, Inc. 401(k) Plan, Total assets ($B): 0.055773066 · Participants: 881Csm Companies, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Csm Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Csm Companies, Inc. 401(k) Plan side-by-side with 3 peers →

Csm Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Wns North America, Inc. 401(k) Profit Sharing Plan in NY ($56M); by covered participants it is C.S.S. Retirement Savings Plan in OH (881 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (881 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 Csm Companies, Inc. 401(k) Plan assets move in 2023? ▼
Csm Companies, Inc. 401(k) Plan grew sharply - up 21.7% during 2023, from $46M to $56M. Reported net income was $10M.
How have Csm Companies, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csm Companies, Inc's sponsor-wide assets grew 33.9%, from $46M to $61M.
Where does Csm Companies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Csm Companies, Inc. 401(k) Plan ranks in the 87th 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 Csm Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wns North America, Inc. 401(k) Profit Sharing Plan in NY ($56M, 1,426 participants).
Which 401(k) plans cover a similar participant headcount to Csm Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C.S.S. Retirement Savings Plan in OH (881 participants, $10M 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 391302058.

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.