401(k) · DOL Form 5500 · 2022

Katcef Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
131
Participants Small participant base
68th
Percentile by assets National rank
$87,323
Avg per participant Below avg balance/head
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Official DOL plan name: Katcef Brothers, Inc. 401(k) Plan · Sponsored by Katcef Brothers, Inc. · Maryland · Wholesale Trade

$11M in assets, 131 participants

Katcef Brothers, Inc.'s Katcef Brothers, Inc. 401(k) Plan reported $11M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,165 in Wholesale Trade (6,843 peers)

Coverage in Maryland

Katcef Brothers, Inc. 401(k) Plan covers 131 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $11M.

#4,165
in Wholesale Trade (6,843 peers)
-17.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Katcef Brothers, Inc. 401(k) Plan's outsized position by total assets

Katcef Brothers, Inc. 401(k) Plan vs every filed plan by assets

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

$11,439,374 Top 32% higher than 68% 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

Katcef Brothers, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Katcef Brothers, Inc. 401(k) Plan sits mid-pack in the medium band (131 participants).

Plan-year Form 5500 strip

Filing strip 520859333 · Katcef Brothers, Inc. PY 2022 · 401(k)

Katcef Brothers, Inc. 401(k) Plan · $11M · 131 · 68th

  • RANK $11M
  • RANK 131
  • RANK 68th
  • RANK 401(k)
  • RANK near Target Algeco 401(k) Plan
  • RANK ind #4165

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 Maryland →

Katcef Brothers, Inc. 401(k) Plan in the asset neighbourhood

Katcef Brothers, Inc. 401(k) PlanKatcef Brothers, Inc. 401(k)…$11MTarget Algeco 401(k) Plan$11MMarty Sussman Organization, Inc. 401(k) Profit Sharing PlanMarty Sussman Organization, …$11MAnkle and Foot Centers of Georgia 401(k) PlanAnkle and Foot Centers of Ge…$11MNew Line Structures 401(k) Retirement PlanNew Line Structures 401(k) R…$11M
End-of-year total assets ($M) among Katcef Brothers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN520859333
Plan Effective Date1968-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Katcef Brothers, Inc.)

Sponsor-wide plan assets over time

All Katcef Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.863337976361294% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.4M $13.9M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 131 $11M
2023 1 134 $13M
2024 1 134 $14M

Nearby 401(k) Plans in Maryland

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

Katcef Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Katcef Brothers, Inc. 401(k) Plan, Total assets ($B): 0.011439374 · Participants: 131Katcef Brothers, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Katcef Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Katcef Brothers, Inc. 401(k) Plan side-by-side with 3 peers →

Katcef Brothers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Target Algeco 401(k) Plan in TX ($11M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Katcef Brothers, Inc. 401(k) Plan assets move in 2022? ▼
Katcef Brothers, Inc. 401(k) Plan declined sharply - down 17.4% during 2022, from $14M to $11M. Reported net income was -$2M.
How have Katcef Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katcef Brothers, Inc.'s sponsor-wide assets grew 21.9%, from $11M to $14M.
Which 401(k) plans are similar in size to Katcef Brothers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Target Algeco 401(k) Plan in TX ($11M, 780 participants).
Which 401(k) plans cover a similar participant headcount to Katcef Brothers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 520859333.

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.