401(k) · DOL Form 5500 · 2022

Catic Fincncial, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
231
Participants Below avg headcount
85th
Percentile by assets National rank
$152,179
Avg per participant Above avg balance/head
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Official DOL plan name: Catic Financial, Inc. 401(k) Plan · Sponsored by Catic Fincncial, Inc. · Connecticut · Finance & Insurance

$35M in assets, 231 participants

Catic Fincncial, Inc.'s Catic Financial, Inc. 401(k) Plan reported $35M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,970 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

Catic Financial, Inc. 401(k) Plan covers 231 participants in Connecticut, about 32% of the average Connecticut filer (state average ~718 per filing). Assets: $35M.

#6,970
in Finance & Insurance (9,261 peers)
-8.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catic Financial, Inc. 401(k) Plan's outsized position by total assets

Catic Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$35,153,311 Top 15% higher than 85% 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

Catic Financial, 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. Catic Financial, Inc. 401(k) Plan sits mid-pack in the medium band (231 participants).

Published 5500 schedule card

Filing strip 060808125 · Catic Fincncial, Inc. PY 2022 · 401(k)

Catic Financial, Inc. 401(k) Plan · $35M · 231 · 85th

  • SCH $35M
  • SCH 231
  • SCH 85th
  • SCH 401(k)
  • SCH near Kidney Care Specialists, LLC 401(k) Profit Sharing Plan
  • SCH ind #6970

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 →

Catic Financial, Inc. 401(k) Plan in the asset neighbourhood

The Kolter Group LLC 401(k) PlanThe Kolter Group LLC 401(k) …$35MCatic Financial, Inc. 401(k) PlanCatic Financial, Inc. 401(k)…$35MKidney Care Specialists, LLC 401(k) Profit Sharing PlanKidney Care Specialists, LLC…$35MIndiana University Credit Union 401(k) PlanIndiana University Credit Un…$35MWilliams International Results Based Pension PlanWilliams International Resul…$35M
End-of-year total assets ($M) among Catic Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$35M
Net Income-$3M
Employer EIN060808125
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catic Fincncial, Inc.)

Sponsor-wide plan assets over time

All Catic Fincncial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 48.115584332866966% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.2M $52.1M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 231 $35M
2023 1 248 $43M
2024 1 240 $52M

Nearby 401(k) Plans in Connecticut

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

Catic Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Catic Financial, Inc. 401(k) Plan, Total assets ($B): 0.035153311 · Participants: 231Catic Financial, Inc. 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
Catic Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Catic Financial, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Kidney Care Specialists, LLC 401(k) Profit Sharing Plan in PA ($35M); by covered participants it is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Catic Financial, Inc. 401(k) Plan assets move in 2022? ▼
Catic Financial, Inc. 401(k) Plan pulled back noticeably - down 8.1% during 2022, from $38M to $35M. Reported net income was -$3M.
How have Catic Fincncial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catic Fincncial, Inc.'s sponsor-wide assets grew 48.1%, from $35M to $52M.
Where does Catic Financial, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Catic Financial, Inc. 401(k) Plan ranks in the 85th 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 Catic Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kidney Care Specialists, LLC 401(k) Profit Sharing Plan in PA ($35M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Catic Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 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 060808125.

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.