Civic Intelligence

Case, Pomeroy & Company Inc.

Plan context: Case Pomeroy & Company Inc. Employee Thrift & Savings Plan

EIN 13-1758408 • New York, NY • 52 filings • 3 plans

521 Fifth Avenue, 36th FloorNew York, NY 10175
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$30,734,209

2024 Contributions

$615,400

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$30,734,209$15,367,105$0199920122024YearValue
$30,734,209Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

23120199920122024YearValue
7Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202427$30,734,209$615,400$87,914iApproximate average salary by contribution assumption: employee only about $2,197,857 at 4% or $1,465,238 at 6%; with 50% employer match about $1,465,238 at 4% or $976,825 at 6%; with 100% employer match about $1,098,929 at 4% or $732,619 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-7$20,677,701$215,400$30,771iApproximate average salary by contribution assumption: employee only about $769,286 at 4% or $512,857 at 6%; with 50% employer match about $512,857 at 4% or $341,905 at 6%; with 100% employer match about $384,643 at 4% or $256,429 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-7$10,056,508$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
202327$26,869,981$731,792$104,542iApproximate average salary by contribution assumption: employee only about $2,613,543 at 4% or $1,742,362 at 6%; with 50% employer match about $1,742,362 at 4% or $1,161,575 at 6%; with 100% employer match about $1,306,771 at 4% or $871,181 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-7$17,749,024$231,792$33,113iApproximate average salary by contribution assumption: employee only about $827,829 at 4% or $551,886 at 6%; with 50% employer match about $551,886 at 4% or $367,924 at 6%; with 100% employer match about $413,914 at 4% or $275,943 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-7$9,120,957$500,000$71,429iApproximate average salary by contribution assumption: employee only about $1,785,714 at 4% or $1,190,476 at 6%; with 50% employer match about $1,190,476 at 4% or $793,651 at 6%; with 100% employer match about $892,857 at 4% or $595,238 at 6%.
202227$24,929,932$487,744$69,678iApproximate average salary by contribution assumption: employee only about $1,741,943 at 4% or $1,161,295 at 6%; with 50% employer match about $1,161,295 at 4% or $774,197 at 6%; with 100% employer match about $870,971 at 4% or $580,648 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-7$16,841,145$207,744$29,678iApproximate average salary by contribution assumption: employee only about $741,943 at 4% or $494,629 at 6%; with 50% employer match about $494,629 at 4% or $329,752 at 6%; with 100% employer match about $370,971 at 4% or $247,314 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-7$8,088,787$280,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
202128$30,090,798$530,994$66,374iApproximate average salary by contribution assumption: employee only about $1,659,356 at 4% or $1,106,238 at 6%; with 50% employer match about $1,106,238 at 4% or $737,492 at 6%; with 100% employer match about $829,678 at 4% or $553,119 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-8$20,687,222$180,994$22,624iApproximate average salary by contribution assumption: employee only about $565,606 at 4% or $377,071 at 6%; with 50% employer match about $377,071 at 4% or $251,381 at 6%; with 100% employer match about $282,803 at 4% or $188,535 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-7$9,403,576$350,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
202029$26,400,639$498,735$55,415iApproximate average salary by contribution assumption: employee only about $1,385,375 at 4% or $923,583 at 6%; with 50% employer match about $923,583 at 4% or $615,722 at 6%; with 100% employer match about $692,688 at 4% or $461,792 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-9$17,839,085$198,735$22,082iApproximate average salary by contribution assumption: employee only about $552,042 at 4% or $368,028 at 6%; with 50% employer match about $368,028 at 4% or $245,352 at 6%; with 100% employer match about $276,021 at 4% or $184,014 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-7$8,561,554$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
201928$23,526,745$636,232$79,529iApproximate average salary by contribution assumption: employee only about $1,988,225 at 4% or $1,325,483 at 6%; with 50% employer match about $1,325,483 at 4% or $883,656 at 6%; with 100% employer match about $994,113 at 4% or $662,742 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-8$15,512,084$236,232$29,529iApproximate average salary by contribution assumption: employee only about $738,225 at 4% or $492,150 at 6%; with 50% employer match about $492,150 at 4% or $328,100 at 6%; with 100% employer match about $369,113 at 4% or $246,075 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-7$8,014,661$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
201829$19,272,017$531,181$59,020iApproximate average salary by contribution assumption: employee only about $1,475,503 at 4% or $983,669 at 6%; with 50% employer match about $983,669 at 4% or $655,779 at 6%; with 100% employer match about $737,751 at 4% or $491,834 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-9$12,424,832$231,181$25,687iApproximate average salary by contribution assumption: employee only about $642,169 at 4% or $428,113 at 6%; with 50% employer match about $428,113 at 4% or $285,409 at 6%; with 100% employer match about $321,085 at 4% or $214,056 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-9$6,847,185$300,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201729$20,807,726$829,748$92,194iApproximate average salary by contribution assumption: employee only about $2,304,856 at 4% or $1,536,570 at 6%; with 50% employer match about $1,536,570 at 4% or $1,024,380 at 6%; with 100% employer match about $1,152,428 at 4% or $768,285 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-9$13,471,321$206,499$22,944iApproximate average salary by contribution assumption: employee only about $573,608 at 4% or $382,406 at 6%; with 50% employer match about $382,406 at 4% or $254,937 at 6%; with 100% employer match about $286,804 at 4% or $191,203 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-9$7,336,405$623,249$69,250iApproximate average salary by contribution assumption: employee only about $1,731,247 at 4% or $1,154,165 at 6%; with 50% employer match about $1,154,165 at 4% or $769,443 at 6%; with 100% employer match about $865,624 at 4% or $577,082 at 6%.
2016210$18,136,260$793,349$79,335iApproximate average salary by contribution assumption: employee only about $1,983,372 at 4% or $1,322,248 at 6%; with 50% employer match about $1,322,248 at 4% or $881,499 at 6%; with 100% employer match about $991,686 at 4% or $661,124 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-10$11,965,627$239,766$23,977iApproximate average salary by contribution assumption: employee only about $599,415 at 4% or $399,610 at 6%; with 50% employer match about $399,610 at 4% or $266,407 at 6%; with 100% employer match about $299,708 at 4% or $199,805 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-10$6,170,633$553,583$55,358iApproximate average salary by contribution assumption: employee only about $1,383,958 at 4% or $922,638 at 6%; with 50% employer match about $922,638 at 4% or $615,092 at 6%; with 100% employer match about $691,979 at 4% or $461,319 at 6%.
2015211$16,676,856$314,819$28,620iApproximate average salary by contribution assumption: employee only about $715,498 at 4% or $476,998 at 6%; with 50% employer match about $476,998 at 4% or $317,999 at 6%; with 100% employer match about $357,749 at 4% or $238,499 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-11$10,990,068$241,651$21,968iApproximate average salary by contribution assumption: employee only about $549,207 at 4% or $366,138 at 6%; with 50% employer match about $366,138 at 4% or $244,092 at 6%; with 100% employer match about $274,603 at 4% or $183,069 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-11$5,686,788$73,168$6,652iApproximate average salary by contribution assumption: employee only about $166,291 at 4% or $110,861 at 6%; with 50% employer match about $110,861 at 4% or $73,907 at 6%; with 100% employer match about $83,145 at 4% or $55,430 at 6%.
2014211$17,345,603$238,554$21,687iApproximate average salary by contribution assumption: employee only about $542,168 at 4% or $361,445 at 6%; with 50% employer match about $361,445 at 4% or $240,964 at 6%; with 100% employer match about $271,084 at 4% or $180,723 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-11$11,165,818$238,554$21,687iApproximate average salary by contribution assumption: employee only about $542,168 at 4% or $361,445 at 6%; with 50% employer match about $361,445 at 4% or $240,964 at 6%; with 100% employer match about $271,084 at 4% or $180,723 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-11$6,179,785--
2013210$16,939,367$248,624$24,862iApproximate average salary by contribution assumption: employee only about $621,560 at 4% or $414,373 at 6%; with 50% employer match about $414,373 at 4% or $276,249 at 6%; with 100% employer match about $310,780 at 4% or $207,187 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-10$10,554,646$248,624$24,862iApproximate average salary by contribution assumption: employee only about $621,560 at 4% or $414,373 at 6%; with 50% employer match about $414,373 at 4% or $276,249 at 6%; with 100% employer match about $310,780 at 4% or $207,187 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-10$6,384,721--
2012212$14,846,996$1,434,859$119,572iApproximate average salary by contribution assumption: employee only about $2,989,290 at 4% or $1,992,860 at 6%; with 50% employer match about $1,992,860 at 4% or $1,328,573 at 6%; with 100% employer match about $1,494,645 at 4% or $996,430 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-12$8,823,309$257,859$21,488iApproximate average salary by contribution assumption: employee only about $537,206 at 4% or $358,138 at 6%; with 50% employer match about $358,138 at 4% or $238,758 at 6%; with 100% employer match about $268,603 at 4% or $179,069 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-12$6,023,687$1,177,000$98,083iApproximate average salary by contribution assumption: employee only about $2,452,083 at 4% or $1,634,722 at 6%; with 50% employer match about $1,634,722 at 4% or $1,089,815 at 6%; with 100% employer match about $1,226,042 at 4% or $817,361 at 6%.
2011213$12,344,886$246,349$18,950iApproximate average salary by contribution assumption: employee only about $473,748 at 4% or $315,832 at 6%; with 50% employer match about $315,832 at 4% or $210,555 at 6%; with 100% employer match about $236,874 at 4% or $157,916 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-13$7,489,775$246,349$18,950iApproximate average salary by contribution assumption: employee only about $473,748 at 4% or $315,832 at 6%; with 50% employer match about $315,832 at 4% or $210,555 at 6%; with 100% employer match about $236,874 at 4% or $157,916 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-13$4,855,111--
2010214$12,704,141$262,028$18,716iApproximate average salary by contribution assumption: employee only about $467,907 at 4% or $311,938 at 6%; with 50% employer match about $311,938 at 4% or $207,959 at 6%; with 100% employer match about $233,954 at 4% or $155,969 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-14$7,556,878$262,028$18,716iApproximate average salary by contribution assumption: employee only about $467,907 at 4% or $311,938 at 6%; with 50% employer match about $311,938 at 4% or $207,959 at 6%; with 100% employer match about $233,954 at 4% or $155,969 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-13$5,147,263--
2009215$11,485,186$257,796$17,186iApproximate average salary by contribution assumption: employee only about $429,660 at 4% or $286,440 at 6%; with 50% employer match about $286,440 at 4% or $190,960 at 6%; with 100% employer match about $214,830 at 4% or $143,220 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-15$6,645,751$257,796$17,186iApproximate average salary by contribution assumption: employee only about $429,660 at 4% or $286,440 at 6%; with 50% employer match about $286,440 at 4% or $190,960 at 6%; with 100% employer match about $214,830 at 4% or $143,220 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-15$4,839,435--
2008215$9,174,456$274,361$18,291iApproximate average salary by contribution assumption: employee only about $457,268 at 4% or $304,846 at 6%; with 50% employer match about $304,846 at 4% or $203,230 at 6%; with 100% employer match about $228,634 at 4% or $152,423 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-15$5,056,881$274,361$18,291iApproximate average salary by contribution assumption: employee only about $457,268 at 4% or $304,846 at 6%; with 50% employer match about $304,846 at 4% or $203,230 at 6%; with 100% employer match about $228,634 at 4% or $152,423 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-15$4,117,575--
2007215$8,432,215$296,210$19,747iApproximate average salary by contribution assumption: employee only about $493,683 at 4% or $329,122 at 6%; with 50% employer match about $329,122 at 4% or $219,415 at 6%; with 100% employer match about $246,842 at 4% or $164,561 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-15$8,432,215$296,210$19,747iApproximate average salary by contribution assumption: employee only about $493,683 at 4% or $329,122 at 6%; with 50% employer match about $329,122 at 4% or $219,415 at 6%; with 100% employer match about $246,842 at 4% or $164,561 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-15---
2006216$13,409,209$427,929$26,746iApproximate average salary by contribution assumption: employee only about $668,639 at 4% or $445,759 at 6%; with 50% employer match about $445,759 at 4% or $297,173 at 6%; with 100% employer match about $334,320 at 4% or $222,880 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-16$7,815,934$292,618$18,289iApproximate average salary by contribution assumption: employee only about $457,216 at 4% or $304,810 at 6%; with 50% employer match about $304,810 at 4% or $203,207 at 6%; with 100% employer match about $228,608 at 4% or $152,405 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-16$5,593,275$135,311$8,457iApproximate average salary by contribution assumption: employee only about $211,423 at 4% or $140,949 at 6%; with 50% employer match about $140,949 at 4% or $93,966 at 6%; with 100% employer match about $105,712 at 4% or $70,474 at 6%.
2005216$11,748,383$880,872$55,055iApproximate average salary by contribution assumption: employee only about $1,376,363 at 4% or $917,575 at 6%; with 50% employer match about $917,575 at 4% or $611,717 at 6%; with 100% employer match about $688,181 at 4% or $458,788 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-16$6,706,724$269,356$16,835iApproximate average salary by contribution assumption: employee only about $420,869 at 4% or $280,579 at 6%; with 50% employer match about $280,579 at 4% or $187,053 at 6%; with 100% employer match about $210,434 at 4% or $140,290 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-16$5,041,659$611,516$38,220iApproximate average salary by contribution assumption: employee only about $955,494 at 4% or $636,996 at 6%; with 50% employer match about $636,996 at 4% or $424,664 at 6%; with 100% employer match about $477,747 at 4% or $318,498 at 6%.
2004217$11,317,043$281,701$16,571iApproximate average salary by contribution assumption: employee only about $414,266 at 4% or $276,177 at 6%; with 50% employer match about $276,177 at 4% or $184,118 at 6%; with 100% employer match about $207,133 at 4% or $138,089 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-17$7,239,623$281,701$16,571iApproximate average salary by contribution assumption: employee only about $414,266 at 4% or $276,177 at 6%; with 50% employer match about $276,177 at 4% or $184,118 at 6%; with 100% employer match about $207,133 at 4% or $138,089 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-16$4,077,420--
2003218$10,711,333$255,602$14,200iApproximate average salary by contribution assumption: employee only about $355,003 at 4% or $236,669 at 6%; with 50% employer match about $236,669 at 4% or $157,779 at 6%; with 100% employer match about $177,501 at 4% or $118,334 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-18$6,825,879$255,602$14,200iApproximate average salary by contribution assumption: employee only about $355,003 at 4% or $236,669 at 6%; with 50% employer match about $236,669 at 4% or $157,779 at 6%; with 100% employer match about $177,501 at 4% or $118,334 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-16$3,885,454--
2002220$8,826,037$230,744$11,537iApproximate average salary by contribution assumption: employee only about $288,430 at 4% or $192,287 at 6%; with 50% employer match about $192,287 at 4% or $128,191 at 6%; with 100% employer match about $144,215 at 4% or $96,143 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-20$5,581,725$230,744$11,537iApproximate average salary by contribution assumption: employee only about $288,430 at 4% or $192,287 at 6%; with 50% employer match about $192,287 at 4% or $128,191 at 6%; with 100% employer match about $144,215 at 4% or $96,143 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-17$3,244,312--
2001219$3,758,507$0-
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-17$3,758,507--
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-19---
2000223$10,919,609$269,824$11,731iApproximate average salary by contribution assumption: employee only about $293,287 at 4% or $195,525 at 6%; with 50% employer match about $195,525 at 4% or $130,350 at 6%; with 100% employer match about $146,643 at 4% or $97,762 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-23$6,895,996$269,824$11,731iApproximate average salary by contribution assumption: employee only about $293,287 at 4% or $195,525 at 6%; with 50% employer match about $195,525 at 4% or $130,350 at 6%; with 100% employer match about $146,643 at 4% or $97,762 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-22$4,023,613--
1999222$10,447,804$280,962$12,771iApproximate average salary by contribution assumption: employee only about $319,275 at 4% or $212,850 at 6%; with 50% employer match about $212,850 at 4% or $141,900 at 6%; with 100% employer match about $159,638 at 4% or $106,425 at 6%.
Case Pomeroy & Company Inc. Employee Thrift & Savings Plan-22$6,556,152$280,962$12,771iApproximate average salary by contribution assumption: employee only about $319,275 at 4% or $212,850 at 6%; with 50% employer match about $212,850 at 4% or $141,900 at 6%; with 100% employer match about $159,638 at 4% or $106,425 at 6%.
Retirement Plan for Employees of Case, Pomeroy & Company Inc.-21$3,891,652--