401(k) · DOL Form 5500 · 2024
Casimir Jones Sc 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $373,637
- Avg per participant High balance/head
Official DOL plan name: Casimir Jones Sc 401(k) Profit Sharing Plan & Trust · Sponsored by Casimir Jones Sc · Wisconsin · Professional & Technical Services
$15M in assets, 40 participants
Casimir Jones Sc's Casimir Jones Sc 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #12,807 in Professional & Technical Services (20,173 peers)
Casimir Jones Sc multi-year trail
Casimir Jones Sc's plans moved +59.4% in assets from 2022 to 2024; this filing shows Casimir Jones Sc 401(k) Profit Sharing Plan & Trust at $15M / 40 participants.
- #12,807
- in Professional & Technical Services (20,173 peers)
- +25.1%
- assets growth YoY
Casimir Jones Sc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Casimir Jones Sc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,945,481 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Casimir Jones Sc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casimir Jones Sc 401(k) Profit Sharing Plan & Trust is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Casimir Jones Sc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Casimir Jones Sc 401(k) Profit Sharing Plan & Trust reported participants rose from 34 in the plan year 2023 filing to 40 in the plan year 2024 filing.
- Casimir Jones Sc 401(k) Profit Sharing Plan & Trust reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 260591267 · Casimir Jones Sc PY 2024 · 401(k)
Casimir Jones Sc 401(k) Profit Sharing Plan & Trust · $15M · 40 · 64th
- PCT $15M
- PCT 40
- PCT 64th
- PCT 401(k)
- PCT near Tuscaloosa Lung and Sleep Consultants 401(k) Plan
- PCT ind #12807
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Casimir Jones Sc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Casimir Jones Sc multi-year asset trail
Sponsor-wide plan assets over time
All Casimir Jones Sc plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 59.44203591058902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $9M |
| 2023 | 1 | 34 | $12M |
| 2024 | 1 | 40 | $15M |
Casimir Jones Sc filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 260591267 |
| Plan Effective Date | 2007-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Casimir Jones Sc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Tuscaloosa Lung and Sleep Consultants 401(k) Plan in AL ($15M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.