Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolioTH
CASE POMEROY & CO., INC.
EIN 13-1758408real estateLatest filing 2025
Plans
2
Retirement
2
$33.8M assets
Welfare
0
Participants
33
521 FIFTH AVENUE, 36TH FLOOR - NEW YORK, NY 10175212-867-2211casepomeroy.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.8M assets / 33 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CASE, POMEROY & CO., INC. EMPLOYEE THRIFT AND SAVINGS PLAN
401k
Assets$23.8M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC.
TraditionalDB
Assets$10.1M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASE, POMEROY & CO., INC. EMPLOYEE THRIFT AND SAVINGS PLAN | 401k | $23.8M | 11 | 2025 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF CASE, POMEROY & COMPANY, INC. | TraditionalDB | $10.1M | 22 | 2024 |
Retirement plans