401(k) · DOL Form 5500 · 2024

Csm Companies, Inc 401(k) Plan

Data updated 2026-08-11

$61M
Total assets
928
Participants
86th
Percentile by assets
$66,147
Avg per participant
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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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$61M
total plan assets (2024 EOY)
928
covered participants
86th
percentile by assets (of 123,622 plans)
$66,147
avg assets per participant

Where Csm Companies, Inc. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Wisconsin
Industry
Retail Trade

Csm Companies, Inc. 401(k) Plan vs the 2024 asset distribution

By assets, Csm Companies, Inc. 401(k) Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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)

$40M$45M$50M$55M$60M$65M 202220232024 $45.8M $61.4M ▲ +33.9%
Total plan assets by year, all Csm Companies, Inc plans on file
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 ($B) Participants Csm Companies, Inc. …, Total assets ($B): 0.061384213 · Participants: 928Csm Companies, Inc. …Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Csm Companies, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Csm Companies, Inc. 401(k) Plan

Scale reading

Ways to act on Csm Companies, Inc. 401(k) Plan's numbers.

  • By total assets, Csm Companies, Inc. 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Csm Companies, Inc's sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Retail Trade plans

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.