401(k) · DOL Form 5500 · 2022

Cavaretta, Katona & Leighner, PLLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
28th
Percentile by assets National rank
$145,385
Avg per participant Above avg balance/head
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Official DOL plan name: Ckl 401(k) Plan · Sponsored by Cavaretta, Katona & Leighner, PLLC · Texas · Professional & Technical Services

$1M in assets, 9 participants

Cavaretta, Katona & Leighner, PLLC's Ckl 401(k) Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #5,216 in Professional & Technical Services (21,562 peers)

2022 asset change

Ckl 401(k) Plan declined sharply 15.8% in 2022 ($2M → $1M) for 9 participants.

#5,216
in Professional & Technical Services (21,562 peers)
-15.8%
assets change YoY

The plan reported a net loss of $246K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ckl 401(k) Plan among the smaller filed plans by assets

Ckl 401(k) Plan vs every filed plan by assets

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

$1,308,464 28th percentile higher than 28% 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

Ckl 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. Ckl 401(k) Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 274528494 · Cavaretta, Katona & Leighner, PLLC PY 2022 · 401(k)

Ckl 401(k) Plan · $1M · 9 · 28th

  • IND $1M
  • IND 9
  • IND 28th
  • IND 401(k)
  • IND near David Scott Jones Md PC 401(k) Profit Sharing Plan
  • IND ind #5216

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 Professional & Technical Services retirement plans → · Plans in Texas →

Ckl 401(k) Plan in the asset neighbourhood

Ckl 401(k) Plan$1MDavid Scott Jones Md PC 401(k) Profit Sharing PlanDavid Scott Jones Md PC 401(…$1MTomkiewicz Wright LLC 401(k) PlanTomkiewicz Wright LLC 401(k)…$1MSweet Freedom Distribution, Inc. 401(k) PlanSweet Freedom Distribution, …$1MExusia Inc 401(k) Profit Sharing Plan & TrustExusia Inc 401(k) Profit Sha…$1M
End-of-year total assets ($M) among Ckl 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cavaretta, Katona & Leighner, PLLC years around the 2022 move

Sponsor-wide plan assets over time

All Cavaretta, Katona & Leighner, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.383912740434586% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M 202220232024 $1.31M $1.29M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 10 $1M
2024 1 2 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$246K
Employer EIN274528494
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ckl 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Ckl 401(k) Plan, Total assets ($B): 0.001308464 · Participants: 9Ckl 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Ckl 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ckl 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is David Scott Jones Md PC 401(k) Profit Sharing Plan in OR ($1M); by covered participants it is Mercom Incorporated 401(k) Plan in SC (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Ckl 401(k) Plan assets move in 2022? ▼
Ckl 401(k) Plan declined sharply - down 15.8% during 2022, from $2M to $1M. Reported net income was -$246K.
How have Cavaretta, Katona & Leighner, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cavaretta, Katona & Leighner, PLLC's sponsor-wide assets declined 1.4%, from $1M to $1M.
Which 401(k) plans are similar in size to Ckl 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is David Scott Jones Md PC 401(k) Profit Sharing Plan in OR ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Ckl 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercom Incorporated 401(k) Plan in SC (9 participants, N/A 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 274528494.

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.