Profit Sharing · DOL Form 5500 · 2023

Citation Box and Paper Co. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
14
Participants Small participant base
46th
Percentile by assets National rank
$396,692
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust · Sponsored by Citation Box and Paper Co. · Illinois · Wholesale Trade

$6M in assets, 14 participants

Citation Box and Paper Co.'s Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust reported $6M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,255 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust holds $6M for 14 participants - about $396,692 per participant, in the lower half of filed plans by assets.

#2,255
in Wholesale Trade (6,309 peers)
+6.2%
assets growth YoY

Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust's mid-pack asset rank among Wholesale Trade and all filers

Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust vs every filed plan by assets

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

$5,553,686 46th percentile higher than 46% 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

Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust reported net income rose from $148K in the plan year 2022 filing to $322K in the plan year 2023 filing.
  • Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362201785 · Citation Box and Paper Co. PY 2023 · Profit Sharing

Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust · $6M · 14 · 46th

  • EIN $6M
  • EIN 14
  • EIN 46th
  • EIN Profit Sharing
  • EIN near W&a Investments, Inc. Retirement Plan
  • EIN ind #2255

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 Illinois →

Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust in the asset neighbourhood

W&a Investments, Inc. Retirement PlanW&a Investments, Inc. Retire…$6MAllied Community Services, Inc. 403(b) PlanAllied Community Services, I…$6MCitation Box and Paper Co. Profit Sharing Plan and Retirement TrustCitation Box and Paper Co. P…$6MBergen Oral Surgery Group, P.a. Profit Sharing PlanBergen Oral Surgery Group, P…$6MSanderson Custom Homes LLC Profit Sharing PlanSanderson Custom Homes LLC P…$6M
End-of-year total assets ($M) among Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$322K
Employer EIN362201785
Plan Effective Date1962-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citation Box and Paper Co.)

Sponsor-wide plan assets over time

All Citation Box and Paper Co. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 8.142270354576853% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M$5.8M 202220232024 $5.23M $5.66M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 16 $5M
2023 1 14 $6M
2024 1 11 $6M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust, Total assets ($B): 0.005553686 · Participants: 14Citation Box and Paper Co. Profit Sharing Plan and Retirement TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust side-by-side with 3 peers →

Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is W&a Investments, Inc. Retirement Plan in OH ($6M); by covered participants it is Three Cities Management LLC Retirement Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust assets move in 2023? ▼
Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust grew at a solid clip - up 6.2% during 2023, from $5M to $6M. Reported net income was $322K.
How have Citation Box and Paper Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citation Box and Paper Co.'s sponsor-wide assets grew 8.1%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is W&a Investments, Inc. Retirement Plan in OH ($6M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Three Cities Management LLC Retirement Plan in NY (14 participants, N/A 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 362201785.

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.