401(k) · DOL Form 5500 · 2022

Cate Equipment Company 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
45
Participants Small participant base
48th
Percentile by assets National rank
$97,918
Avg per participant Below avg balance/head
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Official DOL plan name: Cate Equipment Company 401(k) Plan · Sponsored by Cate Equipment Company · Utah · Wholesale Trade

$4M in assets, 45 participants

Cate Equipment Company's Cate Equipment Company 401(k) Plan reported $4M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,453 in Wholesale Trade (6,843 peers)

Cate Equipment Company multi-year trail

Cate Equipment Company's plans moved +47.8% in assets from 2022 to 2024; this filing shows Cate Equipment Company 401(k) Plan at $4M / 45 participants.

#2,453
in Wholesale Trade (6,843 peers)
-18.0%
assets change YoY

The plan reported a net loss of $968K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cate Equipment Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Cate Equipment Company 401(k) Plan vs every filed plan by assets

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

$4,406,311 48th percentile higher than 48% 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

Cate Equipment Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cate Equipment Company 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 870202960 · Cate Equipment Company PY 2022 · 401(k)

Cate Equipment Company 401(k) Plan · $4M · 45 · 48th

  • VS-ST $4M
  • VS-ST 45
  • VS-ST 48th
  • VS-ST 401(k)
  • VS-ST near Ejf Real Estate Services Inc 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #2453

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 Wholesale Trade retirement plans → · Plans in Utah →

Cate Equipment Company 401(k) Plan in the asset neighbourhood

Cate Equipment Company 401(k) PlanCate Equipment Company 401(k…$4MEjf Real Estate Services Inc 401(k) Profit Sharing Plan and TrustEjf Real Estate Services Inc…$4MPleasant Mount Welding, Inc. 401(k) Salary Deferral PlanPleasant Mount Welding, Inc.…$4MCustom Produce Sales 401(k) Profit Sharing PlanCustom Produce Sales 401(k) …$4MBruceton Farm Service, Inc. 401(k) PlanBruceton Farm Service, Inc. …$4M
End-of-year total assets ($M) among Cate Equipment Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cate Equipment Company multi-year asset trail

Sponsor-wide plan assets over time

All Cate Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 47.78487038250364% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.41M $6.51M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 45 $4M
2023 1 46 $5M
2024 1 50 $7M

Cate Equipment Company filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$968K
Employer EIN870202960
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Cate Equipment Company 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Cate Equipment Company 401(k) Plan, Total assets ($B): 0.004406311 · Participants: 45Cate Equipment Company 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Cate Equipment Company 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Cate Equipment Company 401(k) Plan side-by-side with 3 peers →

Cate Equipment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Ejf Real Estate Services Inc 401(k) Profit Sharing Plan and Trust in DC ($4M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Cate Equipment Company 401(k) Plan assets move in 2022? ▼
Cate Equipment Company 401(k) Plan declined sharply - down 18.0% during 2022, from $5M to $4M. Reported net income was -$968K.
How have Cate Equipment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cate Equipment Company's sponsor-wide assets grew 47.8%, from $4M to $7M.
Which 401(k) plans are similar in size to Cate Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ejf Real Estate Services Inc 401(k) Profit Sharing Plan and Trust in DC ($4M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Cate Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants, $1M 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 870202960.

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.