401(k) · DOL Form 5500 · 2023

Kathcar Incorporated 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
25
Participants Small participant base
47th
Percentile by assets National rank
$234,672
Avg per participant Above avg balance/head
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Official DOL plan name: Kathcar Incorporated Retirement Plan · Sponsored by Kathcar Incorporated · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 25 participants

Kathcar Incorporated's Kathcar Incorporated Retirement Plan reported $6M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,218 in Healthcare & Social Assistance (17,684 peers)

Kathcar Incorporated multi-year trail

Kathcar Incorporated's plans moved +61.2% in assets from 2022 to 2024; this filing shows Kathcar Incorporated Retirement Plan at $6M / 25 participants.

#9,218
in Healthcare & Social Assistance (17,684 peers)
+166.5%
assets growth YoY

Kathcar Incorporated Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kathcar Incorporated Retirement Plan vs every filed plan by assets

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

$5,866,798 47th percentile higher than 47% 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

Kathcar Incorporated Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kathcar Incorporated Retirement Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kathcar Incorporated Retirement Plan reported net income rose from $200K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kathcar Incorporated Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Kathcar Incorporated Retirement Plan reported participants fell from 29 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461052691 · Kathcar Incorporated PY 2023 · 401(k)

Kathcar Incorporated Retirement Plan · $6M · 25 · 47th

  • TYPE $6M
  • NET 25
  • BOOK 47th
  • VS-ST 401(k)
  • BOY near South Texas Pulmonary & Critical Care Associates Profit Sharing Plan
  • SCH ind #9218

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Kathcar Incorporated Retirement Plan in the asset neighbourhood

Kathcar Incorporated Retirement PlanKathcar Incorporated Retirem…$6MSouth Texas Pulmonary & Critical Care Associates Profit Sharing PlanSouth Texas Pulmonary & Crit…$6MSmith Family Companies, Inc. 401(k) PlanSmith Family Companies, Inc.…$6MHandy Truck Line, Inc. 401(k) Profit Sharing PlanHandy Truck Line, Inc. 401(k…$6MNorth Central Construction Company Retirement PlanNorth Central Construction C…$6M
End-of-year total assets ($M) among Kathcar Incorporated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kathcar Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Kathcar Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$4M 61.18563669632749% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.2M $3.55M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 29 $2M
2023 1 25 $6M
2024 1 29 $4M

Kathcar Incorporated filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$6M
Net Income$4M
Employer EIN461052691
Plan Effective Date2012-09-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Kathcar Incorporated Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Kathcar Incorporated Retirement Plan, Total assets ($B): 0.005866798 · Participants: 25Kathcar Incorporated Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Kathcar Incorporated Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Kathcar Incorporated Retirement Plan side-by-side with 3 peers →

Kathcar Incorporated Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is South Texas Pulmonary & Critical Care Associates Profit Sharing Plan in TX ($6M); by covered participants it is Pulley & Associates, Inc. Profit Sharing Plan in GA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Kathcar Incorporated Retirement Plan assets move in 2023? ▼
Kathcar Incorporated Retirement Plan surged - up 166.5% during 2023, from $2M to $6M. Reported net income was $4M.
How have Kathcar Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kathcar Incorporated's sponsor-wide assets grew 61.2%, from $2M to $4M.
Which 401(k) plans are similar in size to Kathcar Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Texas Pulmonary & Critical Care Associates Profit Sharing Plan in TX ($6M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Kathcar Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulley & Associates, Inc. Profit Sharing Plan in GA (25 participants, $12M 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 461052691.

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.