Profit Sharing · DOL Form 5500 · 2023

Catawba Falls Event Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$819K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$409,722
Avg per participant High balance/head
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Official DOL plan name: Catawba Falls Event Center, Inc. Retirement Plan · Sponsored by Catawba Falls Event Center, Inc. · South Carolina · Real Estate

$819K in assets, 2 participants

Catawba Falls Event Center, Inc.'s Catawba Falls Event Center, Inc. Retirement Plan reported $819K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,807 in Real Estate (4,727 peers)

What the 2023 filing shows

Catawba Falls Event Center, Inc. Retirement Plan holds $819K for 2 participants - about $409,722 per participant, among the smaller plans by assets on file.

#1,807
in Real Estate (4,727 peers)
-5.9%
assets change YoY

The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catawba Falls Event Center, Inc. Retirement Plan among the smaller filed plans by assets

Catawba Falls Event Center, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$819,443 22nd percentile higher than 22% of 127,068 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 2023

Catawba Falls Event Center, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catawba Falls Event Center, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catawba Falls Event Center, Inc. Retirement Plan reported net income fell from -$39K in the plan year 2022 filing to -$51K in the plan year 2023 filing.
  • Catawba Falls Event Center, Inc. Retirement Plan end-of-year assets fell from $871K in the plan year 2022 filing to $819K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830587324 · Catawba Falls Event Center, Inc. PY 2023 · Profit Sharing

Catawba Falls Event Center, Inc. Retirement Plan · $819K · 2 · 22nd

  • SCH $819K
  • SCH 2
  • SCH 22nd
  • SCH Profit Sharing
  • SCH near Linda Corujo Ramsey Retirement Plan
  • SCH ind #1807

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 Real Estate retirement plans → · Plans in South Carolina →

Catawba Falls Event Center, Inc. Retirement Plan in the asset neighbourhood

Catawba Falls Event Center, Inc. Retirement PlanCatawba Falls Event Center, …$819KLinda Corujo Ramsey Retirement PlanLinda Corujo Ramsey Retireme…$819KLinda Corujo Retirement Center Plan (Formerly Also Known as Linda Corujo Ramsey Retirement Plan)Linda Corujo Retirement Cent…$819KBauer Software Group, Inc. Retirement PlanBauer Software Group, Inc. R…$820KMiguel Purcell Soler Retirement PlanMiguel Purcell Soler Retirem…$820K
End-of-year total assets ($M) among Catawba Falls Event Center, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$871K
Net Assets (End of Year)$819K
Net Income-$51K
Employer EIN830587324
Plan Effective Date2018-05-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Catawba Falls Event Center, Inc.)

Sponsor-wide plan assets over time

All Catawba Falls Event Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$844K 3.0765943563987923% vs 2022
2024 filing year
$0.8M$0.82M$0.84M$0.86M$0.88M 202220232024 $0.87M $0.84M ▼ -3.4%
Year Plans Participants Total Assets
2022 1 2 $871K
2023 1 2 $819K
2024 1 2 $844K

Nearby Profit Sharing Plans in South Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Catawba Falls Event Center, Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Catawba Falls Event Center, Inc. Retirement Plan, Total assets ($B): 0.000819443 · Participants: 2Catawba Falls Event Center, Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement Plan
Catawba Falls Event Center, Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Catawba Falls Event Center, Inc. Retirement Plan side-by-side with 3 peers →

Catawba Falls Event Center, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Linda Corujo Ramsey Retirement Plan in PR ($819K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Catawba Falls Event Center, Inc. Retirement Plan assets move in 2023? ▼
Catawba Falls Event Center, Inc. Retirement Plan pulled back noticeably - down 5.9% during 2023, from $871K to $819K. Reported net income was -$51K.
How have Catawba Falls Event Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catawba Falls Event Center, Inc.'s sponsor-wide assets declined 3.1%, from $871K to $844K.
Where does Catawba Falls Event Center, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Catawba Falls Event Center, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Catawba Falls Event Center, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Linda Corujo Ramsey Retirement Plan in PR ($819K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Catawba Falls Event Center, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830587324.

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.