401(k) · DOL Form 5500 · 2022

Catawba First Insurance Associates, 401(k) Plan

Data updated 2026-08-25

$156K
Total assets Small plan by assets
7
Participants Small participant base
9th
Percentile by assets National rank
$22,348
Avg per participant Low balance/head
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Official DOL plan name: Catawba First Insurance Associates, Inc. 401(k) Plan · Sponsored by Catawba First Insurance Associates, · North Carolina · Finance & Insurance

$156K in assets, 7 participants

Catawba First Insurance Associates,'s Catawba First Insurance Associates, Inc. 401(k) Plan reported $156K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 9th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #503 in Finance & Insurance (9,261 peers)

Catawba First Insurance Associates, multi-year trail

Catawba First Insurance Associates,'s plans moved +199.5% in assets from 2022 to 2024; this filing shows Catawba First Insurance Associates, Inc. 401(k) Plan at $156K / 7 participants.

#503
in Finance & Insurance (9,261 peers)
-32.1%
assets change YoY

The plan reported a net loss of $74K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catawba First Insurance Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Catawba First Insurance Associates, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$156,434 9th percentile higher than 9% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Catawba First Insurance Associates, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catawba First Insurance Associates, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 822353961 · Catawba First Insurance Associates, PY 2022 · 401(k)

Catawba First Insurance Associates, Inc. 401(k) Plan · $156K · 7 · 9th

  • 5500 $156K
  • ASSETS 7
  • PCT 9th
  • EIN 401(k)
  • RANK near Westerly View Inc 401(k) Plan
  • PHOTO ind #503

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in North Carolina →

Catawba First Insurance Associates, Inc. 401(k) Plan in the asset neighbourhood

Catawba First Insurance Associates, Inc. 401(k) PlanCatawba First Insurance Asso…$156KWesterly View Inc 401(k) Plan$156KBonavento LLC 401(k) Plan$156KCornerstone Investment Inc. 401(k) PlanCornerstone Investment Inc. …$156KBourbons Smokehouse USA, Inc. 401(k) PlanBourbons Smokehouse USA, Inc…$156K
End-of-year total assets ($M) among Catawba First Insurance Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Catawba First Insurance Associates, multi-year asset trail

Sponsor-wide plan assets over time

All Catawba First Insurance Associates, plans reported in each filing year

Latest sponsor-wide plan assets
$468K 199.4591968497897% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.16M $0.47M ▲ +193.7%
Year Plans Participants Total Assets
2022 1 7 $156K
2023 1 7 $198K
2024 1 6 $468K

Catawba First Insurance Associates, filing trail (2022)

Total Assets (Beginning of Year)$230K
Net Assets (End of Year)$156K
Net Income-$74K
Employer EIN822353961
Plan Effective Date2017-08-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Catawba First Insurance Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Catawba First Insurance Associates, Inc. 401(k) Plan, Total assets ($B): 0.000156434 · Participants: 7Catawba First Insurance Associates, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Catawba First Insurance Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Catawba First Insurance Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Catawba First Insurance Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Westerly View Inc 401(k) Plan in WA ($156K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Catawba First Insurance Associates, Inc. 401(k) Plan assets move in 2022? ▼
Catawba First Insurance Associates, Inc. 401(k) Plan contracted severely - down 32.1% during 2022, from $230K to $156K. Reported net income was -$74K.
How have Catawba First Insurance Associates, plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catawba First Insurance Associates,'s sponsor-wide assets grew 199.5%, from $156K to $468K.
Where does Catawba First Insurance Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Catawba First Insurance Associates, Inc. 401(k) Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Catawba First Insurance Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westerly View Inc 401(k) Plan in WA ($156K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Catawba First Insurance Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822353961.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.