Assets by plan
Share of aggregate retirement assets
- & COMPANY, INC. (#001)$11.4M
Filings through .
Top hat
Case, Pomeroy & Company, Inc.
EIN 13-1758408real estateLatest filing 2025
Plans
2
Retirement
2
$35.1M assets
Health & Benefits
0
Participants
32
521 FIFTH AVENUE - 36TH FLOOR - NEW YORK, NY 101750003212-867-2211casepomeroy.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $35.1M assets / 32 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CASE, POMEROY & CO., INC. EMPLOYEE THRIFT AND SAVINGS PLAN
401(k)
Assets$23.8M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC.
Traditional DB
Assets$11.4M
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CASE, POMEROY & CO., INC. EMPLOYEE THRIFT AND SAVINGS PLAN | 401(k) | $23.8M | 11 | 2025 |
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. | Traditional DB | $11.4M | 21 | 2025 |
- #002 · 401(k) · 202511
- #001 · Traditional DB · 202521
Retirement plans