Profit Sharing · DOL Form 5500 · 2022
Cate School Corporation Profit Sharing Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $140,447
- Avg per participant Near avg balance/head
Official DOL plan name: Cate School Corporation Profit Sharing Plan · Sponsored by Cate School Corporation · California · Educational Services
$17M in assets, 120 participants
Cate School Corporation's Cate School Corporation Profit Sharing Plan reported $17M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #2,310 in Educational Services (4,024 peers)
Coverage in California
Cate School Corporation Profit Sharing Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $17M.
- #2,310
- in Educational Services (4,024 peers)
- +11.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Cate School Corporation Profit Sharing Plan's outsized position by total assets
Cate School Corporation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,853,665 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cate School Corporation Profit Sharing 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. Cate School Corporation Profit Sharing Plan sits mid-pack in the medium band (120 participants).
DOL schedule card
Filing strip 951644630 · Cate School Corporation PY 2022 · Profit Sharing
Cate School Corporation Profit Sharing Plan · $17M · 120 · 75th
- 5500 $17M
- ASSETS 120
- PCT 75th
- EIN Profit Sharing
- RANK near Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan
- PHOTO ind #2310
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 Educational Services retirement plans → · Plans in California →
Cate School Corporation Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 951644630 |
| Plan Effective Date | 1985-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cate School Corporation)
Sponsor-wide plan assets over time
All Cate School Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 23.27889936510609% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 253 | $50M |
| 2023 | 2 | 244 | $57M |
| 2024 | 2 | 265 | $62M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Cate School Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan in WI ($17M); by covered participants it is The Contractors Retirement Plan in MA (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- The Contractors Retirement Plan (MA) 120 · 0 off
- Penfield Childrens Center, Inc. 403(b) Plan (WI) 120 · 0 off
- 403(b) Thrift Plan for Rcap Solutions, Inc. (MA) 120 · 0 off
- International Union of Operating Engineers Staff Retirement Plan (DC) 120 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.