ESOP · DOL Form 5500 · 2024

Commercial Casework, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
53
Participants Small participant base
70th
Percentile by assets National rank
$369,428
Avg per participant High balance/head
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Official DOL plan name: Commercial Casework, Inc. Employee Stock Ownership Plan · Sponsored by Commercial Casework, Inc. · California · Construction

$20M in assets, 53 participants

Commercial Casework, Inc.'s Commercial Casework, Inc. Employee Stock Ownership Plan reported $20M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,214 in Construction (9,039 peers)

Commercial Casework, Inc. multi-year trail

Commercial Casework, Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Commercial Casework, Inc. Employee Stock Ownership Plan at $20M / 53 participants.

#6,214
in Construction (9,039 peers)
+10.9%
assets growth YoY

Commercial Casework, Inc. Employee Stock Ownership Plan's outsized position by total assets

Commercial Casework, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,579,664 Top 30% higher than 70% of 123,620 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 2024

Commercial Casework, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commercial Casework, Inc. Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Commercial Casework, Inc. Employee Stock Ownership Plan reported net income rose from $337K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Commercial Casework, Inc. Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2023 filing to 53 in the plan year 2024 filing.
  • Commercial Casework, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942356940 · Commercial Casework, Inc. PY 2024 · ESOP

Commercial Casework, Inc. Employee Stock Ownership Plan · $20M · 53 · 70th

  • BOOK $20M
  • BOOK 53
  • BOOK 70th
  • BOOK ESOP
  • BOOK near Crown Enterprises, Inc. Employee Stock Ownership Plan
  • BOOK ind #6214

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 What is an ESOP? → · Plans in California →

Commercial Casework, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Commercial Casework, Inc. Employee Stock Ownership PlanCommercial Casework, Inc. Em…$20MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$20MRobert N. Ewing, General Contractor, Inc Employee Stock Ownership PlanRobert N. Ewing, General Con…$20MCambridge Bancorp Employee Stock Ownership PlanCambridge Bancorp Employee S…$20MCambridge Bancorp Employee Stock Ownership PlanCambridge Bancorp Employee S…$20M
End-of-year total assets ($M) among Commercial Casework, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Commercial Casework, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Commercial Casework, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 12.224790916124228% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.5M $19.6M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 40 $17M
2023 1 45 $18M
2024 1 53 $20M

Commercial Casework, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN942356940
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Commercial Casework, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Commercial Casework, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.019579664 · Participants: 53Commercial Casework, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Commercial Casework, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Commercial Casework, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Commercial Casework, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Crown Enterprises, Inc. Employee Stock Ownership Plan in MT ($20M); by covered participants it is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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.

Frequently Asked Questions

How did Commercial Casework, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Commercial Casework, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.9% during 2024, from $18M to $20M. Reported net income was $2M.
How have Commercial Casework, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commercial Casework, Inc.'s sponsor-wide assets grew 12.2%, from $17M to $20M.
Which ESOP plans are similar in size to Commercial Casework, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crown Enterprises, Inc. Employee Stock Ownership Plan in MT ($20M, 112 participants).
Which ESOP plans cover a similar participant headcount to Commercial Casework, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH (53 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942356940.

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.