401(k) · DOL Form 5500 · 2022

Catic Fincncial, Inc. 401(k) Plan

Data updated 2026-08-11

$35M
Total assets
231
Participants
85th
Percentile by assets
$152,179
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$35M
total plan assets (2022 EOY)
231
covered participants
85th
percentile by assets (of 139,126 plans)
$152,179
avg assets per participant

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.

Where Catic Financial, Inc. 401(k) Plan sits 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 $2,010,000,000 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

State
Connecticut
Industry
Finance & Insurance

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Catic Financial, Inc. 401(k) Plan reports 231 participants - about 32% of that state average ($35M EOY assets).

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.)

$30M$40M$50M$60M 202220232024 $35.2M $52.1M ▲ +48.1%
Total plan assets by year, all Catic Fincncial, Inc. plans on file
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 ($B) Participants Catic Financial, Inc…, Total assets ($B): 0.035153311 · Participants: 231Catic Financial, Inc…United Technologies …, Total assets ($B): 48.916975 · Participants: 55762United Technologies …GE Retirement Saving…, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Saving…Citi Retirement Savi…, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investm…Xerox Corporation Sa…, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Sa…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Catic Financial, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Catic Financial, Inc. 401(k) Plan

Filing takeaways

Ways to act on Catic Financial, Inc. 401(k) Plan's numbers.

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.