401(k) · DOL Form 5500 · 2022

Catalina Channel Express, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
211
Participants Below avg headcount
81st
Percentile by assets National rank
$119,159
Avg per participant Near avg balance/head
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Official DOL plan name: Catalina Channel Express, Inc. 401(k) Plan and Trust · Sponsored by Catalina Channel Express, Inc. · California · Food Services & Accommodation

$25M in assets, 211 participants

Catalina Channel Express, Inc.'s Catalina Channel Express, Inc. 401(k) Plan and Trust reported $25M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,378 in Food Services & Accommodation (4,592 peers)

Coverage in California

Catalina Channel Express, Inc. 401(k) Plan and Trust covers 211 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $25M.

#4,378
in Food Services & Accommodation (4,592 peers)
-16.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catalina Channel Express, Inc. 401(k) Plan and Trust's outsized position by total assets

Catalina Channel Express, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$25,142,524 Top 19% higher than 81% 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 Channel Express, Inc. 401(k) Plan and Trust 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. Catalina Channel Express, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (211 participants).

DOL schedule card

Filing strip 953650406 · Catalina Channel Express, Inc. PY 2022 · 401(k)

Catalina Channel Express, Inc. 401(k) Plan and Trust · $25M · 211 · 81st

  • BOOK $25M
  • BOOK 211
  • BOOK 81st
  • BOOK 401(k)
  • BOOK near Wegner Cpas, LLP Salary Savings Plan
  • BOOK ind #4378

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 Food Services & Accommodation retirement plans → · Plans in California →

Catalina Channel Express, Inc. 401(k) Plan and Trust in the asset neighbourhood

Edgewater Technical Associates, LLC 401(k) PlanEdgewater Technical Associat…$25MCatalina Channel Express, Inc. 401(k) Plan and TrustCatalina Channel Express, In…$25MWegner Cpas, LLP Salary Savings PlanWegner Cpas, LLP Salary Savi…$25MColumbine Management Services Inc. 401(k) Retirement Plan and TrustColumbine Management Service…$25MBkep Management, Inc. 401(k) PlanBkep Management, Inc. 401(k)…$25M
End-of-year total assets ($M) among Catalina Channel Express, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN953650406
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalina Channel Express, Inc.)

Sponsor-wide plan assets over time

All Catalina Channel Express, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 19.856232413261292% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.1M $30.1M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 211 $25M
2023 1 236 $27M
2024 1 265 $30M

Nearby 401(k) Plans in California

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

Catalina Channel Express, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Catalina Channel Express, Inc. 401(k) Plan and Trust, Total assets ($B): 0.025142524 · Participants: 211Catalina Channel Express, Inc. 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Catalina Channel Express, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Catalina Channel Express, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Catalina Channel Express, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wegner Cpas, LLP Salary Savings Plan in WI ($25M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Channel Express, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Catalina Channel Express, Inc. 401(k) Plan and Trust declined sharply - down 16.0% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Catalina Channel Express, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalina Channel Express, Inc.'s sponsor-wide assets grew 19.9%, from $25M to $30M.
Where does Catalina Channel Express, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Catalina Channel Express, Inc. 401(k) Plan and Trust ranks in the 81st 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 Channel Express, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wegner Cpas, LLP Salary Savings Plan in WI ($25M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Catalina Channel Express, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (211 participants, $87K 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 953650406.

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.