401(k) · DOL Form 5500 · 2024

Csm Companies, Inc 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
928
Participants Near avg headcount
86th
Percentile by assets National rank
$66,147
Avg per participant Below avg balance/head
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Official DOL plan name: Csm Companies, Inc. 401(k) Plan · Sponsored by Csm Companies, Inc · Wisconsin · Retail Trade

$61M in assets, 928 participants

Csm Companies, Inc's Csm Companies, Inc. 401(k) Plan reported $61M in total assets and 928 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,432 in Retail Trade (8,048 peers)

Where Csm Companies, Inc. 401(k) Plan sits by assets

Csm Companies, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $61M for 928 participants (~$66,147/participant), up 10.1% in 2024.

#7,432
in Retail Trade (8,048 peers)
+10.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Csm Companies, Inc. 401(k) Plan's outsized position by total assets

Csm Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$61,384,213 Top 14% higher than 86% 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

Csm Companies, Inc. 401(k) 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. Csm Companies, Inc. 401(k) Plan sits mid-pack in the medium band (928 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Csm Companies, Inc. 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Csm Companies, Inc. 401(k) Plan end-of-year assets rose from $56M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Csm Companies, Inc. 401(k) Plan reported participants rose from 881 in the plan year 2023 filing to 928 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391302058 · Csm Companies, Inc PY 2024 · 401(k)

Csm Companies, Inc. 401(k) Plan · $61M · 928 · 86th

  • ASSETS $61M
  • PCT 928
  • EIN 86th
  • RANK 401(k)
  • PHOTO near Tech-Etch, Inc. 401(k) Plan
  • IND ind #7432

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 Retail Trade retirement plans → · Plans in Wisconsin →

Csm Companies, Inc. 401(k) Plan in the asset neighbourhood

Omaha Truck Center, Inc. 401(k) Retirement PlanOmaha Truck Center, Inc. 401…$61MTech-Etch, Inc. 401(k) Plan$61MCsm Companies, Inc. 401(k) PlanCsm Companies, Inc. 401(k) P…$61MSesac Rights Management Inc. Savings PlanSesac Rights Management Inc.…$61MEverence Services, LLC 401(k) PlanEverence Services, LLC 401(k…$61M
End-of-year total assets ($M) among Csm Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$61M
Net Income$6M
Employer EIN391302058
Plan Effective Date1978-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Csm Companies, Inc)

Sponsor-wide plan assets over time

All Csm Companies, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$61M 33.92420222772354% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.8M $61.4M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 885 $46M
2023 1 881 $56M
2024 1 928 $61M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Csm Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Csm Companies, Inc. 401(k) Plan, Total assets ($B): 0.061384213 · Participants: 928Csm Companies, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Csm Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Csm Companies, Inc. 401(k) Plan side-by-side with 3 peers →

Csm Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tech-Etch, Inc. 401(k) Plan in MA ($61M); by covered participants it is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (928 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (928 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 Csm Companies, Inc. 401(k) Plan assets move in 2024? ▼
Csm Companies, Inc. 401(k) Plan grew at a solid clip - up 10.1% during 2024, from $56M to $61M. Reported net income was $6M.
How have Csm Companies, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csm Companies, Inc's sponsor-wide assets grew 33.9%, from $46M to $61M.
Where does Csm Companies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Csm Companies, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Csm Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tech-Etch, Inc. 401(k) Plan in MA ($61M, 720 participants).
Which 401(k) plans cover a similar participant headcount to Csm Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (928 participants, $87M 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 391302058.

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.