Defined Benefit (Pension) · DOL Form 5500 · 2024

Case, Pomeroy & Company, Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
7
Participants Small participant base
56th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Case, Pomeroy & Company, Inc. · Sponsored by Case, Pomeroy & Company, Inc. · New York · Mining & Oil Extraction

$10M in assets, 7 participants

Case, Pomeroy & Company, Inc.'s Retirement Plan for Employees of Case, Pomeroy & Company, Inc. reported $10M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #280 in Mining & Oil Extraction (785 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Retirement Plan for Employees of Case, Pomeroy & Company, Inc. ranks #280 of 785 2024 filers by assets (1223% of the sector average)-$10M for 7 participants.

#280
in Mining & Oil Extraction (785 peers)
+10.3%
assets growth YoY

Retirement Plan for Employees of Case, Pomeroy & Company, Inc.'s mid-pack asset rank among Mining & Oil Extraction and all filers

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. vs every filed plan by assets

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

$10,056,508 Top 44% higher than 56% 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

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Case, Pomeroy & Company, Inc. is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Case, Pomeroy & Company, Inc. end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Retirement Plan for Employees of Case, Pomeroy & Company, Inc. reported net income fell from $1M in the plan year 2023 filing to $936K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131758408 · Case, Pomeroy & Company, Inc. PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. · $10M · 7 · 56th

  • EBSA $10M
  • EBSA 7
  • EBSA 56th
  • EBSA Defined Benefit (Pension)
  • EBSA near Jones Dairy Farm Non Union Employees Pension Plan
  • EBSA ind #280

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 Mining & Oil Extraction retirement plans → · Plans in New York →

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. in the asset neighbourhood

R'ment Plan for Hrly Ees of Viscofan USA, Inc by the Union of the Ny Joint Board of UniteR'ment Plan for Hrly Ees of …$10MRetirement Plan for Employees of Case, Pomeroy & Company, Inc.Retirement Plan for Employee…$10MJones Dairy Farm Non Union Employees Pension PlanJones Dairy Farm Non Union E…$10MHb Performance Systems, Inc. Defined Benefit PlanHb Performance Systems, Inc.…$10MCommunity Hospitals of Indiana Replacement PlanCommunity Hospitals of India…$10M
End-of-year total assets ($M) among Retirement Plan for Employees of Case, Pomeroy & Company, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$936K
Employer EIN131758408
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case, Pomeroy & Company, Inc.)

Sponsor-wide plan assets over time

All Case, Pomeroy & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 23.282361941460568% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.9M $30.7M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 15 $25M
2023 2 14 $27M
2024 2 14 $31M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Case, Pomeroy & Company, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Retirement Plan for Employees of Case, Pomeroy & Company, Inc., Total assets ($B): 0.010056508 · Participants: 7Retirement Plan for Employees of Case, Pomeroy & Company, Inc.IBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Retirement Plan for Employees of Case, Pomeroy & Company, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan for Employees of Case, Pomeroy & Company, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of Case, Pomeroy & Company, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Jones Dairy Farm Non Union Employees Pension Plan in WI ($10M); by covered participants it is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Retirement Plan for Employees of Case, Pomeroy & Company, Inc. assets move in 2024? ▼
Retirement Plan for Employees of Case, Pomeroy & Company, Inc. grew at a solid clip - up 10.3% during 2024, from $9M to $10M. Reported net income was $936K.
How have Case, Pomeroy & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case, Pomeroy & Company, Inc.'s sponsor-wide assets grew 23.3%, from $25M to $31M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Case, Pomeroy & Company, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jones Dairy Farm Non Union Employees Pension Plan in WI ($10M, 48 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Case, Pomeroy & Company, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants, N/A 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 131758408.

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.