Profit Sharing · DOL Form 5500 · 2024
Citation Box and Paper Co. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $514,351
- Avg per participant High balance/head
Official DOL plan name: Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust · Sponsored by Citation Box and Paper Co. · Illinois · Wholesale Trade
$6M in assets, 11 participants
Citation Box and Paper Co.'s Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust reported $6M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #2,063 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust holds $6M for 11 participants - about $514,351 per participant, in the lower half of filed plans by assets.
- #2,063
- in Wholesale Trade (6,080 peers)
- +1.9%
- assets growth YoY
Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust's mid-pack asset rank among Wholesale Trade and all filers
Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,657,863 44th percentile higher than 44% 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
Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust reported net income fell from $322K in the plan year 2023 filing to $104K in the plan year 2024 filing.
- Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust reported participants fell from 14 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 362201785 · Citation Box and Paper Co. PY 2024 · Profit Sharing
Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust · $6M · 11 · 44th
- 5500 $6M
- ASSETS 11
- PCT 44th
- EIN Profit Sharing
- RANK near Community Health Center of Central Wyoming 403(b) Plan
- PHOTO ind #2063
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 Illinois →
Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $104K |
| Employer EIN | 362201785 |
| Plan Effective Date | 1962-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citation Box and Paper Co.)
Sponsor-wide plan assets over time
All Citation Box and Paper Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 8.142270354576853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $5M |
| 2023 | 1 | 14 | $6M |
| 2024 | 1 | 11 | $6M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Citation Box and Paper Co. Profit Sharing Plan and Retirement Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Community Health Center of Central Wyoming 403(b) Plan in WY ($6M); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Capital Craftsmen, Inc. Profit Sharing Plan (NY) 11 · 0 off
- 5forhim Inc. Retirement Plan (SC) 11 · 0 off
- Classic Tile, Inc. Profit Sharing Plan (NJ) 11 · 0 off
- The Roberson Company Retirement Plan (TX) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.