ESOP · DOL Form 5500 · 2022
The Cato Corporation ESOP
Data updated 2026-08-11
- $38M
- Total assets
- 2,736
- Participants
- 85th
- Percentile by assets
- $13,887
- Avg per participant
Official DOL plan name: The Cato Corporation Employee Stock Ownership Plan · Sponsored by The Cato Corporation · North Carolina · Retail Trade
$38M in assets, 2,736 participants
The Cato Corporation's The Cato Corporation Employee Stock Ownership Plan reported $38M in total assets and 2,736 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)
- #8,760 in Retail Trade (9,519 peers)
Coverage in North Carolina
The Cato Corporation Employee Stock Ownership Plan covers 2,736 participants in North Carolina, 3.3x the typical North Carolina plan (state average ~819 per filing). Assets: $38M.
- $38M
- total plan assets (2022 EOY)
- 2,736
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $13,887
- avg assets per participant
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. The Cato Corporation Employee Stock Ownership Plan reports 2,736 participants - 3.3x that state average ($38M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$29M |
| Employer EIN | 560484485 |
| Plan Effective Date | 1979-01-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cato Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,553 | $101M |
| 2023 | 2 | 5,539 | $99M |
| 2024 | 2 | 5,260 | $89M |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
The Cato Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Cato Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on The Cato Corporation Employee Stock Ownership Plan's numbers.
- By total assets, The Cato Corporation Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- The Cato Corporation's sponsor-wide assets have declined 12.3% since 2022 across 3 plan years on file. More Retail Trade plans