401(k) · DOL Form 5500 · 2022

Cato Institute 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
163
Participants Small participant base
83rd
Percentile by assets National rank
$189,635
Avg per participant Above avg balance/head
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Official DOL plan name: Cato Institute 401(k) Plan · Sponsored by Cato Institute · District of Columbia · Professional & Technical Services

$31M in assets, 163 participants

Cato Institute's Cato Institute 401(k) Plan reported $31M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,069 in Professional & Technical Services (21,562 peers)

Coverage in District of Columbia

Cato Institute 401(k) Plan covers 163 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $31M.

#18,069
in Professional & Technical Services (21,562 peers)
-20.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cato Institute 401(k) Plan's outsized position by total assets

Cato Institute 401(k) Plan vs every filed plan by assets

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

$30,910,579 Top 17% higher than 83% 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

Cato Institute 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. Cato Institute 401(k) Plan sits mid-pack in the medium band (163 participants).

Plan-year Form 5500 strip

Filing strip 237432162 · Cato Institute PY 2022 · 401(k)

Cato Institute 401(k) Plan · $31M · 163 · 83rd

  • RANK $31M
  • PHOTO 163
  • IND 83rd
  • EOY 401(k)
  • 5500 near Engineered Machined Products, Inc. Employees Salary Deferral Plan
  • ASSETS ind #18069

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 District of Columbia →

Cato Institute 401(k) Plan in the asset neighbourhood

Cato Institute 401(k) Plan$31MEngineered Machined Products, Inc. Employees Salary Deferral PlanEngineered Machined Products…$31ML & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and TrustL & B Realty Advisors, LLP E…$31MMosure & Syrakis 401(k) Profit Sharing TrustMosure & Syrakis 401(k) Prof…$31MCoolidge Wall Co Lpa Retirement Savings PlanCoolidge Wall Co Lpa Retirem…$31M
End-of-year total assets ($M) among Cato Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$31M
Net Income-$8M
Employer EIN237432162
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cato Institute)

Sponsor-wide plan assets over time

All Cato Institute plans reported in each filing year

Latest sponsor-wide plan assets
$40M 30.418682872294305% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.9M $40.3M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 163 $31M
2023 1 171 $37M
2024 1 187 $40M

Nearby 401(k) Plans in District of Columbia

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

Cato Institute 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Cato Institute 401(k) Plan, Total assets ($B): 0.030910579 · Participants: 163Cato Institute 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Cato Institute 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Cato Institute 401(k) Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is Engineered Machined Products, Inc. Employees Salary Deferral Plan in MI ($31M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Cato Institute 401(k) Plan assets move in 2022? ▼
Cato Institute 401(k) Plan declined sharply - down 20.6% during 2022, from $39M to $31M. Reported net income was -$8M.
How have Cato Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cato Institute's sponsor-wide assets grew 30.4%, from $31M to $40M.
Where does Cato Institute 401(k) Plan rank by assets among Form 5500 filers? ▼
Cato Institute 401(k) Plan ranks in the 83rd 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 Cato Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engineered Machined Products, Inc. Employees Salary Deferral Plan in MI ($31M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Cato Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 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 237432162.

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.