Case Pacific Co.
Plan context: Case Pacific Co. Employee Profit Sharing Plan
EIN 94-1668279 • Paso Robles, CA • 36 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$10,341,634
2025 Contributions
$735,800
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 2 | 16 | $10,341,634 | $735,800 | $45,988iApproximate average salary by contribution assumption: employee only about $1,149,688 at 4% or $766,458 at 6%; with 50% employer match about $766,458 at 4% or $510,972 at 6%; with 100% employer match about $574,844 at 4% or $383,229 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 16 | $7,021,898 | $385,800 | $24,113iApproximate average salary by contribution assumption: employee only about $602,813 at 4% or $401,875 at 6%; with 50% employer match about $401,875 at 4% or $267,917 at 6%; with 100% employer match about $301,406 at 4% or $200,938 at 6%. |
| CASE PACIFIC COMPANY CASH BALANCE PLAN | - | 7 | $3,319,736 | $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%. |
| 2024 | 2 | 17 | $8,758,087 | $702,932 | $41,349iApproximate average salary by contribution assumption: employee only about $1,033,724 at 4% or $689,149 at 6%; with 50% employer match about $689,149 at 4% or $459,433 at 6%; with 100% employer match about $516,862 at 4% or $344,575 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 17 | $6,016,622 | $352,932 | $20,761iApproximate average salary by contribution assumption: employee only about $519,018 at 4% or $346,012 at 6%; with 50% employer match about $346,012 at 4% or $230,675 at 6%; with 100% employer match about $259,509 at 4% or $173,006 at 6%. |
| CASE PACIFIC COMPANY CASH BALANCE PLAN | - | 8 | $2,741,465 | $350,000 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| 2023 | 2 | 18 | $7,676,667 | $586,006 | $32,556iApproximate average salary by contribution assumption: employee only about $813,897 at 4% or $542,598 at 6%; with 50% employer match about $542,598 at 4% or $361,732 at 6%; with 100% employer match about $406,949 at 4% or $271,299 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 18 | $5,469,555 | $313,429 | $17,413iApproximate average salary by contribution assumption: employee only about $435,318 at 4% or $290,212 at 6%; with 50% employer match about $290,212 at 4% or $193,475 at 6%; with 100% employer match about $217,659 at 4% or $145,106 at 6%. |
| CASE PACIFIC COMPANY CASH BALANCE PLAN | - | 11 | $2,207,112 | $272,577 | $24,780iApproximate average salary by contribution assumption: employee only about $619,493 at 4% or $412,995 at 6%; with 50% employer match about $412,995 at 4% or $275,330 at 6%; with 100% employer match about $309,747 at 4% or $206,498 at 6%. |
| 2022 | 2 | 25 | $6,691,479 | $640,336 | $25,613iApproximate average salary by contribution assumption: employee only about $640,336 at 4% or $426,891 at 6%; with 50% employer match about $426,891 at 4% or $284,594 at 6%; with 100% employer match about $320,168 at 4% or $213,445 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 25 | $4,931,413 | $335,336 | $13,413iApproximate average salary by contribution assumption: employee only about $335,336 at 4% or $223,557 at 6%; with 50% employer match about $223,557 at 4% or $149,038 at 6%; with 100% employer match about $167,668 at 4% or $111,779 at 6%. |
| CASE PACIFIC CASH BALANCE PLAN | - | 15 | $1,760,066 | $305,000 | $20,333iApproximate average salary by contribution assumption: employee only about $508,333 at 4% or $338,889 at 6%; with 50% employer match about $338,889 at 4% or $225,926 at 6%; with 100% employer match about $254,167 at 4% or $169,444 at 6%. |
| 2021 | 2 | 25 | $7,211,769 | $593,954 | $23,758iApproximate average salary by contribution assumption: employee only about $593,954 at 4% or $395,969 at 6%; with 50% employer match about $395,969 at 4% or $263,980 at 6%; with 100% employer match about $296,977 at 4% or $197,985 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 25 | $5,506,630 | $324,245 | $12,970iApproximate average salary by contribution assumption: employee only about $324,245 at 4% or $216,163 at 6%; with 50% employer match about $216,163 at 4% or $144,109 at 6%; with 100% employer match about $162,123 at 4% or $108,082 at 6%. |
| CASE PACIFIC CASH BALANCE PLAN | - | 14 | $1,705,139 | $269,709 | $19,265iApproximate average salary by contribution assumption: employee only about $481,623 at 4% or $321,082 at 6%; with 50% employer match about $321,082 at 4% or $214,055 at 6%; with 100% employer match about $240,812 at 4% or $160,541 at 6%. |
| 2020 | 2 | 27 | $5,735,131 | $613,406 | $22,719iApproximate average salary by contribution assumption: employee only about $567,969 at 4% or $378,646 at 6%; with 50% employer match about $378,646 at 4% or $252,430 at 6%; with 100% employer match about $283,984 at 4% or $189,323 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 27 | $4,467,869 | $341,992 | $12,666iApproximate average salary by contribution assumption: employee only about $316,659 at 4% or $211,106 at 6%; with 50% employer match about $211,106 at 4% or $140,737 at 6%; with 100% employer match about $158,330 at 4% or $105,553 at 6%. |
| CASE PACIFIC CASH BALANCE PLAN | - | 14 | $1,267,262 | $271,414 | $19,387iApproximate average salary by contribution assumption: employee only about $484,668 at 4% or $323,112 at 6%; with 50% employer match about $323,112 at 4% or $215,408 at 6%; with 100% employer match about $242,334 at 4% or $161,556 at 6%. |
| 2019 | 2 | 28 | $4,665,421 | $630,460 | $22,516iApproximate average salary by contribution assumption: employee only about $562,911 at 4% or $375,274 at 6%; with 50% employer match about $375,274 at 4% or $250,183 at 6%; with 100% employer match about $281,455 at 4% or $187,637 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 28 | $3,757,980 | $359,741 | $12,848iApproximate average salary by contribution assumption: employee only about $321,197 at 4% or $214,132 at 6%; with 50% employer match about $214,132 at 4% or $142,754 at 6%; with 100% employer match about $160,599 at 4% or $107,066 at 6%. |
| CASE PACIFIC CASH BALANCE PLAN | - | 14 | $907,441 | $270,719 | $19,337iApproximate average salary by contribution assumption: employee only about $483,427 at 4% or $322,285 at 6%; with 50% employer match about $322,285 at 4% or $214,856 at 6%; with 100% employer match about $241,713 at 4% or $161,142 at 6%. |
| 2018 | 2 | 26 | $3,728,576 | $626,385 | $24,092iApproximate average salary by contribution assumption: employee only about $602,293 at 4% or $401,529 at 6%; with 50% employer match about $401,529 at 4% or $267,686 at 6%; with 100% employer match about $301,147 at 4% or $200,764 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 26 | $3,179,339 | $330,385 | $12,707iApproximate average salary by contribution assumption: employee only about $317,678 at 4% or $211,785 at 6%; with 50% employer match about $211,785 at 4% or $141,190 at 6%; with 100% employer match about $158,839 at 4% or $105,893 at 6%. |
| CASE PACIFIC CASH BALANCE PLAN | - | 17 | $549,237 | $296,000 | $17,412iApproximate average salary by contribution assumption: employee only about $435,294 at 4% or $290,196 at 6%; with 50% employer match about $290,196 at 4% or $193,464 at 6%; with 100% employer match about $217,647 at 4% or $145,098 at 6%. |
| 2017 | 2 | 25 | $3,356,390 | $575,361 | $23,014iApproximate average salary by contribution assumption: employee only about $575,361 at 4% or $383,574 at 6%; with 50% employer match about $383,574 at 4% or $255,716 at 6%; with 100% employer match about $287,681 at 4% or $191,787 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 25 | $3,087,141 | $306,112 | $12,244iApproximate average salary by contribution assumption: employee only about $306,112 at 4% or $204,075 at 6%; with 50% employer match about $204,075 at 4% or $136,050 at 6%; with 100% employer match about $153,056 at 4% or $102,037 at 6%. |
| CASE PACIFIC CASH BALANCE PLAN | - | 12 | $269,249 | $269,249 | $22,437iApproximate average salary by contribution assumption: employee only about $560,935 at 4% or $373,957 at 6%; with 50% employer match about $373,957 at 4% or $249,305 at 6%; with 100% employer match about $280,468 at 4% or $186,978 at 6%. |
| 2016 | 1 | 22 | $2,417,946 | $265,968 | $12,089iApproximate average salary by contribution assumption: employee only about $302,236 at 4% or $201,491 at 6%; with 50% employer match about $201,491 at 4% or $134,327 at 6%; with 100% employer match about $151,118 at 4% or $100,745 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 22 | $2,417,946 | $265,968 | $12,089iApproximate average salary by contribution assumption: employee only about $302,236 at 4% or $201,491 at 6%; with 50% employer match about $201,491 at 4% or $134,327 at 6%; with 100% employer match about $151,118 at 4% or $100,745 at 6%. |
| 2015 | 1 | 23 | $2,038,463 | $303,005 | $13,174iApproximate average salary by contribution assumption: employee only about $329,353 at 4% or $219,569 at 6%; with 50% employer match about $219,569 at 4% or $146,379 at 6%; with 100% employer match about $164,677 at 4% or $109,784 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 23 | $2,038,463 | $303,005 | $13,174iApproximate average salary by contribution assumption: employee only about $329,353 at 4% or $219,569 at 6%; with 50% employer match about $219,569 at 4% or $146,379 at 6%; with 100% employer match about $164,677 at 4% or $109,784 at 6%. |
| 2014 | 1 | 17 | $1,849,628 | $230,560 | $13,562iApproximate average salary by contribution assumption: employee only about $339,059 at 4% or $226,039 at 6%; with 50% employer match about $226,039 at 4% or $150,693 at 6%; with 100% employer match about $169,529 at 4% or $113,020 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 17 | $1,849,628 | $230,560 | $13,562iApproximate average salary by contribution assumption: employee only about $339,059 at 4% or $226,039 at 6%; with 50% employer match about $226,039 at 4% or $150,693 at 6%; with 100% employer match about $169,529 at 4% or $113,020 at 6%. |
| 2013 | 1 | 17 | $1,672,156 | $184,826 | $10,872iApproximate average salary by contribution assumption: employee only about $271,803 at 4% or $181,202 at 6%; with 50% employer match about $181,202 at 4% or $120,801 at 6%; with 100% employer match about $135,901 at 4% or $90,601 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 17 | $1,672,156 | $184,826 | $10,872iApproximate average salary by contribution assumption: employee only about $271,803 at 4% or $181,202 at 6%; with 50% employer match about $181,202 at 4% or $120,801 at 6%; with 100% employer match about $135,901 at 4% or $90,601 at 6%. |
| 2012 | 1 | 15 | $1,354,251 | $172,571 | $11,505iApproximate average salary by contribution assumption: employee only about $287,618 at 4% or $191,746 at 6%; with 50% employer match about $191,746 at 4% or $127,830 at 6%; with 100% employer match about $143,809 at 4% or $95,873 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 15 | $1,354,251 | $172,571 | $11,505iApproximate average salary by contribution assumption: employee only about $287,618 at 4% or $191,746 at 6%; with 50% employer match about $191,746 at 4% or $127,830 at 6%; with 100% employer match about $143,809 at 4% or $95,873 at 6%. |
| 2011 | 1 | 15 | $1,606,883 | $0 | - |
| Case Pacific Co. Employee Profit Sharing Plan | - | 15 | $1,606,883 | - | - |
| 2010 | 1 | 12 | $1,645,670 | $0 | - |
| Case Pacific Co. Employee Profit Sharing Plan | - | 12 | $1,645,670 | - | - |
| 2009 | 1 | 13 | $1,593,446 | $198,216 | $15,247iApproximate average salary by contribution assumption: employee only about $381,185 at 4% or $254,123 at 6%; with 50% employer match about $254,123 at 4% or $169,415 at 6%; with 100% employer match about $190,592 at 4% or $127,062 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 13 | $1,593,446 | $198,216 | $15,247iApproximate average salary by contribution assumption: employee only about $381,185 at 4% or $254,123 at 6%; with 50% employer match about $254,123 at 4% or $169,415 at 6%; with 100% employer match about $190,592 at 4% or $127,062 at 6%. |
| 2008 | 1 | 14 | $1,243,765 | $233,798 | $16,700iApproximate average salary by contribution assumption: employee only about $417,496 at 4% or $278,331 at 6%; with 50% employer match about $278,331 at 4% or $185,554 at 6%; with 100% employer match about $208,748 at 4% or $139,165 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 14 | $1,243,765 | $233,798 | $16,700iApproximate average salary by contribution assumption: employee only about $417,496 at 4% or $278,331 at 6%; with 50% employer match about $278,331 at 4% or $185,554 at 6%; with 100% employer match about $208,748 at 4% or $139,165 at 6%. |
| 2007 | 1 | 12 | $1,688,827 | $176,785 | $14,732iApproximate average salary by contribution assumption: employee only about $368,302 at 4% or $245,535 at 6%; with 50% employer match about $245,535 at 4% or $163,690 at 6%; with 100% employer match about $184,151 at 4% or $122,767 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 12 | $1,688,827 | $176,785 | $14,732iApproximate average salary by contribution assumption: employee only about $368,302 at 4% or $245,535 at 6%; with 50% employer match about $245,535 at 4% or $163,690 at 6%; with 100% employer match about $184,151 at 4% or $122,767 at 6%. |
| 2006 | 1 | 10 | $1,515,759 | $159,550 | $15,955iApproximate average salary by contribution assumption: employee only about $398,875 at 4% or $265,917 at 6%; with 50% employer match about $265,917 at 4% or $177,278 at 6%; with 100% employer match about $199,438 at 4% or $132,958 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 10 | $1,515,759 | $159,550 | $15,955iApproximate average salary by contribution assumption: employee only about $398,875 at 4% or $265,917 at 6%; with 50% employer match about $265,917 at 4% or $177,278 at 6%; with 100% employer match about $199,438 at 4% or $132,958 at 6%. |
| 2005 | 1 | 9 | $1,261,227 | $152,023 | $16,891iApproximate average salary by contribution assumption: employee only about $422,286 at 4% or $281,524 at 6%; with 50% employer match about $281,524 at 4% or $187,683 at 6%; with 100% employer match about $211,143 at 4% or $140,762 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 9 | $1,261,227 | $152,023 | $16,891iApproximate average salary by contribution assumption: employee only about $422,286 at 4% or $281,524 at 6%; with 50% employer match about $281,524 at 4% or $187,683 at 6%; with 100% employer match about $211,143 at 4% or $140,762 at 6%. |
| 2004 | 1 | 10 | $1,123,572 | $124,339 | $12,434iApproximate average salary by contribution assumption: employee only about $310,848 at 4% or $207,232 at 6%; with 50% employer match about $207,232 at 4% or $138,154 at 6%; with 100% employer match about $155,424 at 4% or $103,616 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 10 | $1,123,572 | $124,339 | $12,434iApproximate average salary by contribution assumption: employee only about $310,848 at 4% or $207,232 at 6%; with 50% employer match about $207,232 at 4% or $138,154 at 6%; with 100% employer match about $155,424 at 4% or $103,616 at 6%. |
| 2003 | 1 | 9 | $879,805 | $103,179 | $11,464iApproximate average salary by contribution assumption: employee only about $286,608 at 4% or $191,072 at 6%; with 50% employer match about $191,072 at 4% or $127,381 at 6%; with 100% employer match about $143,304 at 4% or $95,536 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 9 | $879,805 | $103,179 | $11,464iApproximate average salary by contribution assumption: employee only about $286,608 at 4% or $191,072 at 6%; with 50% employer match about $191,072 at 4% or $127,381 at 6%; with 100% employer match about $143,304 at 4% or $95,536 at 6%. |
| 2002 | 1 | 7 | $671,315 | $106,778 | $15,254iApproximate average salary by contribution assumption: employee only about $381,350 at 4% or $254,233 at 6%; with 50% employer match about $254,233 at 4% or $169,489 at 6%; with 100% employer match about $190,675 at 4% or $127,117 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 7 | $671,315 | $106,778 | $15,254iApproximate average salary by contribution assumption: employee only about $381,350 at 4% or $254,233 at 6%; with 50% employer match about $254,233 at 4% or $169,489 at 6%; with 100% employer match about $190,675 at 4% or $127,117 at 6%. |
| 2001 | 1 | 7 | $588,589 | $94,107 | $13,444iApproximate average salary by contribution assumption: employee only about $336,096 at 4% or $224,064 at 6%; with 50% employer match about $224,064 at 4% or $149,376 at 6%; with 100% employer match about $168,048 at 4% or $112,032 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 7 | $588,589 | $94,107 | $13,444iApproximate average salary by contribution assumption: employee only about $336,096 at 4% or $224,064 at 6%; with 50% employer match about $224,064 at 4% or $149,376 at 6%; with 100% employer match about $168,048 at 4% or $112,032 at 6%. |
| 2000 | 1 | 6 | $611,692 | $79,917 | $13,320iApproximate average salary by contribution assumption: employee only about $332,988 at 4% or $221,992 at 6%; with 50% employer match about $221,992 at 4% or $147,994 at 6%; with 100% employer match about $166,494 at 4% or $110,996 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 6 | $611,692 | $79,917 | $13,320iApproximate average salary by contribution assumption: employee only about $332,988 at 4% or $221,992 at 6%; with 50% employer match about $221,992 at 4% or $147,994 at 6%; with 100% employer match about $166,494 at 4% or $110,996 at 6%. |
| 1999 | 1 | 7 | $734,408 | $78,786 | $11,255iApproximate average salary by contribution assumption: employee only about $281,379 at 4% or $187,586 at 6%; with 50% employer match about $187,586 at 4% or $125,057 at 6%; with 100% employer match about $140,689 at 4% or $93,793 at 6%. |
| Case Pacific Co. Employee Profit Sharing Plan | - | 7 | $734,408 | $78,786 | $11,255iApproximate average salary by contribution assumption: employee only about $281,379 at 4% or $187,586 at 6%; with 50% employer match about $187,586 at 4% or $125,057 at 6%; with 100% employer match about $140,689 at 4% or $93,793 at 6%. |