401(k) · DOL Form 5500 · 2022

Catalina U.S. Insurance Services 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
45
Participants Small participant base
77th
Percentile by assets National rank
$432,456
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Catalina U.S. Insurance Services 401(k) Plan · Sponsored by Catalina U.S. Insurance Services · Connecticut · Finance & Insurance

$19M in assets, 45 participants

Catalina U.S. Insurance Services's Catalina U.S. Insurance Services 401(k) Plan reported $19M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,864 in Finance & Insurance (9,261 peers)

Where Catalina U.S. Insurance Services 401(k) Plan sits by assets

Catalina U.S. Insurance Services 401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 45 participants (~$432,456/participant), down 28.0% in 2022.

#5,864
in Finance & Insurance (9,261 peers)
-28.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catalina U.S. Insurance Services 401(k) Plan's outsized position by total assets

Catalina U.S. Insurance Services 401(k) Plan vs every filed plan by assets

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

$19,460,537 Top 23% higher than 77% 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

Catalina U.S. Insurance Services 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. Catalina U.S. Insurance Services 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

DOL schedule card

Filing strip 472344755 · Catalina U.S. Insurance Services PY 2022 · 401(k)

Catalina U.S. Insurance Services 401(k) Plan · $19M · 45 · 77th

  • RANK $19M
  • RANK 45
  • RANK 77th
  • RANK 401(k)
  • RANK near Burness Communications 401(k) Plan
  • RANK ind #5864

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 Connecticut →

Catalina U.S. Insurance Services 401(k) Plan in the asset neighbourhood

Catalina U.S. Insurance Services 401(k) PlanCatalina U.S. Insurance Serv…$19MBurness Communications 401(k) PlanBurness Communications 401(k…$19MHunt Real Estate Corporation 401(k) PlanHunt Real Estate Corporation…$19MVae, Inc. 401(k) Plan$19MElringklinger Retirement Savings PlanElringklinger Retirement Sav…$19M
End-of-year total assets ($M) among Catalina U.S. Insurance Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$19M
Net Income-$8M
Employer EIN472344755
Plan Effective Date1986-04-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalina U.S. Insurance Services)

Sponsor-wide plan assets over time

All Catalina U.S. Insurance Services plans reported in each filing year

Latest sponsor-wide plan assets
$23M 20.738821338794505% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.5M $23.5M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 45 $19M
2023 1 48 $21M
2024 1 47 $23M

Nearby 401(k) Plans in Connecticut

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

Catalina U.S. Insurance Services 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Catalina U.S. Insurance Services 401(k) Plan, Total assets ($B): 0.019460537 · Participants: 45Catalina U.S. Insurance Services 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Catalina U.S. Insurance Services 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Catalina U.S. Insurance Services 401(k) Plan side-by-side with 3 peers →

Catalina U.S. Insurance Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Burness Communications 401(k) Plan in MD ($19M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

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 Catalina U.S. Insurance Services 401(k) Plan assets move in 2022? ▼
Catalina U.S. Insurance Services 401(k) Plan declined sharply - down 28.0% during 2022, from $27M to $19M. Reported net income was -$8M.
How have Catalina U.S. Insurance Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalina U.S. Insurance Services's sponsor-wide assets grew 20.7%, from $19M to $23M.
Where does Catalina U.S. Insurance Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Catalina U.S. Insurance Services 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Catalina U.S. Insurance Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burness Communications 401(k) Plan in MD ($19M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Catalina U.S. Insurance Services 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 472344755.

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.