401(k) · DOL Form 5500 · 2022

Catalyst Investors, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
15
Participants Small participant base
70th
Percentile by assets National rank
$873,838
Avg per participant High balance/head
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Official DOL plan name: Catalyst Investors, LLC 401(k) Profit Sharing Plan · Sponsored by Catalyst Investors, LLC · New York · Finance & Insurance

$13M in assets, 15 participants

Catalyst Investors, LLC's Catalyst Investors, LLC 401(k) Profit Sharing Plan reported $13M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,017 in Finance & Insurance (9,261 peers)

Catalyst Investors, LLC multi-year trail

Catalyst Investors, LLC's plans moved +18.8% in assets from 2022 to 2024; this filing shows Catalyst Investors, LLC 401(k) Profit Sharing Plan at $13M / 15 participants.

#5,017
in Finance & Insurance (9,261 peers)
-13.0%
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.

Catalyst Investors, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Catalyst Investors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,107,567 Top 30% higher than 70% 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

Catalyst Investors, LLC 401(k) Profit Sharing 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. Catalyst Investors, LLC 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 522221276 · Catalyst Investors, LLC PY 2022 · 401(k)

Catalyst Investors, LLC 401(k) Profit Sharing Plan · $13M · 15 · 70th

  • BOY $13M
  • BOY 15
  • BOY 70th
  • BOY 401(k)
  • BOY near Finley & Cook 401(k) Savings Incentive Plan
  • BOY ind #5017

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 New York →

Catalyst Investors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Catalyst Investors, LLC 401(k) Profit Sharing PlanCatalyst Investors, LLC 401(…$13MFinley & Cook 401(k) Savings Incentive PlanFinley & Cook 401(k) Savings…$13MHupy and Abraham, S.C. 401(k) Profit Sharing PlanHupy and Abraham, S.C. 401(k…$13MHinshaws, Inc. Profit Sharing and 401(k) PlanHinshaws, Inc. Profit Sharin…$13MMapal Inc. Office 401(k) Plan$13M
End-of-year total assets ($M) among Catalyst Investors, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Catalyst Investors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Catalyst Investors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 18.757035535275158% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.1M $15.6M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 15 $13M
2023 1 12 $15M
2024 1 13 $16M

Catalyst Investors, LLC filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN522221276
Plan Effective Date2000-04-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Catalyst Investors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Catalyst Investors, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.013107567 · Participants: 15Catalyst Investors, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Catalyst Investors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Catalyst Investors, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Catalyst Investors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Finley & Cook 401(k) Savings Incentive Plan in OK ($13M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Catalyst Investors, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Catalyst Investors, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 13.0% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Catalyst Investors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalyst Investors, LLC's sponsor-wide assets grew 18.8%, from $13M to $16M.
Which 401(k) plans are similar in size to Catalyst Investors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finley & Cook 401(k) Savings Incentive Plan in OK ($13M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Catalyst Investors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K 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 522221276.

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.