401(k) · DOL Form 5500 · 2022
Catalina Island Company 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 364
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $58,276
- Avg per participant Low balance/head
Official DOL plan name: Santa Catalina Island Savings Plan · Sponsored by Catalina Island Company · California · Food Services & Accommodation
$21M in assets, 364 participants
Catalina Island Company's Santa Catalina Island Savings Plan reported $21M in total assets and 364 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #4,348 in Food Services & Accommodation (4,592 peers)
Where Santa Catalina Island Savings Plan sits by assets
Santa Catalina Island Savings Plan sits in the top quartile of all filed plans by assets, $21M for 364 participants (~$58,276/participant), down 8.7% in 2022.
- #4,348
- in Food Services & Accommodation (4,592 peers)
- -8.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Santa Catalina Island Savings Plan's outsized position by total assets
Santa Catalina Island Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,212,423 Top 22% higher than 78% 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
Santa Catalina Island Savings 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. Santa Catalina Island Savings Plan sits mid-pack in the medium band (364 participants).
Form 5500 schedule snapshot
Filing strip 330672690 · Catalina Island Company PY 2022 · 401(k)
Santa Catalina Island Savings Plan · $21M · 364 · 78th
- SCH $21M
- EBSA 364
- PART 78th
- TYPE 401(k)
- NET near Articulate Global 401(k) Plan
- BOOK ind #4348
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 Food Services & Accommodation retirement plans → · Plans in California →
Santa Catalina Island Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$2M |
| Employer EIN | 330672690 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catalina Island Company)
Sponsor-wide plan assets over time
All Catalina Island Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 28.50474460178359% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 364 | $21M |
| 2023 | 1 | 381 | $24M |
| 2024 | 1 | 321 | $27M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Santa Catalina Island Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Articulate Global 401(k) Plan in NY ($21M); by covered participants it is Communication Solutions, LLC 401(k) Profit Sharing Plan in MO (364 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (364 participants); asset peers above are excluded.
- Communication Solutions, LLC 401(k) Profit Sharing Plan (MO) 364 · 0 off
- The Dayton Power and Light Company Employee Savings Plan (OH) 364 · 0 off
- Crossfirst Bankshares, Inc. 401(k) Plan (KS) 364 · 0 off
- Elite Roofing Supply 401(k) Plan (AZ) 364 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.