Defined Benefit (Pension) · DOL Form 5500 · 2024
Cusa Acquisition LLC Pension Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 551
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $284,676
- Avg per participant High balance/head
Official DOL plan name: Oce Employees' Cash Accumulation Plan · Sponsored by Cusa Acquisition LLC · New York · Wholesale Trade
$157M in assets, 551 participants
Cusa Acquisition LLC's Oce Employees' Cash Accumulation Plan reported $157M in total assets and 551 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #5,750 in Wholesale Trade (6,080 peers)
Where Oce Employees' Cash Accumulation Plan sits by assets
Oce Employees' Cash Accumulation Plan sits in the top 10% of all filed plans by assets, $157M for 551 participants (~$284,676/participant), down 2.0% in 2024.
- #5,750
- in Wholesale Trade (6,080 peers)
- -2.0%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oce Employees' Cash Accumulation Plan's outsized position by total assets
Oce Employees' Cash Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$156,856,590 Top 7% higher than 93% 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
Oce Employees' Cash Accumulation Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oce Employees' Cash Accumulation Plan sits mid-pack in the medium band (551 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oce Employees' Cash Accumulation Plan reported net income fell from $5M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Oce Employees' Cash Accumulation Plan reported participants fell from 600 in the plan year 2023 filing to 551 in the plan year 2024 filing.
- Oce Employees' Cash Accumulation Plan end-of-year assets fell from $160M in the plan year 2023 filing to $157M in the plan year 2024 filing.
DOL schedule card
Filing strip 461382783 · Cusa Acquisition LLC PY 2024 · Defined Benefit (Pension)
Oce Employees' Cash Accumulation Plan · $157M · 551 · 93rd
- PCT $157M
- EIN 551
- RANK 93rd
- PHOTO Defined Benefit (Pension)
- IND near Ricoh Family Group Pension Equity Plan
- EOY ind #5750
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 New York →
Oce Employees' Cash Accumulation Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $160M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | -$3M |
| Employer EIN | 461382783 |
| Plan Effective Date | 1976-05-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cusa Acquisition LLC)
Sponsor-wide plan assets over time
All Cusa Acquisition LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $157M 1.2213166505413073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 653 | $155M |
| 2023 | 1 | 600 | $160M |
| 2024 | 1 | 551 | $157M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Oce Employees' Cash Accumulation Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Ricoh Family Group Pension Equity Plan in PA ($157M); by covered participants it is Willis North America Inc. Pension Plan in TN (551 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Ricoh Family Group Pension Equity Plan (PA) $157M · 1,137
- Stagehands Local Two Retirement Plan (IL) $157M · 1,353
- University of Maryland Medical System Corporation Pension Plan (MD) $157M · 1,532
- Pierce Manufacturing Inc. Pension Plan (WI) $157M · 898
Similar participant headcount
Nearest other-state filings by covered participants (551 participants); asset peers above are excluded.
- Willis North America Inc. Pension Plan (TN) 551 · 0 off
- Occidental Chemical Corporation Retirement Plan for Niagara Hrly Union Employees (TX) 551 · 0 off
- Hilton Hotels Retirement Plan (VA) 551 · 0 off
- I.B.E.W. Local No. 728 Pension Fund (FL) 550 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.