Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASE PACIFIC COMPANY
EIN 94-1668279constructionLatest filing 2025
Plans
2
Retirement
2
$10.3M assets
Welfare
0
Participants
23
2121 ARDMORE ROAD - PASO ROBLES, CA 93446805-237-8851casepacific.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.3M assets / 23 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#001
CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN
ProfitSharing
Assets$7.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CASE PACIFIC COMPANY CASH BALANCE PLAN
CashBalance
Assets$3.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASE PACIFIC COMPANY EMPLOYEES PROFIT SHARING PLAN | ProfitSharing | $7.0M | 16 | 2025 | |
| 002 | CASE PACIFIC COMPANY CASH BALANCE PLAN | CashBalance | $3.3M | 7 | 2025 |
Retirement plans