401(k) · DOL Form 5500 · 2022

Catelli Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
171
Participants Small participant base
31st
Percentile by assets National rank
$9,994
Avg per participant Low balance/head
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Official DOL plan name: Catelli Brothers, Inc. Union 401(k) Plan · Sponsored by Catelli Brothers, Inc. · New Jersey · Manufacturing

$2M in assets, 171 participants

Catelli Brothers, Inc.'s Catelli Brothers, Inc. Union 401(k) Plan reported $2M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,250 in Manufacturing (20,602 peers)

Coverage in New Jersey

Catelli Brothers, Inc. Union 401(k) Plan covers 171 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $2M.

#3,250
in Manufacturing (20,602 peers)
-18.6%
assets change YoY

The plan reported a net loss of $384K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catelli Brothers, Inc. Union 401(k) Plan among the smaller filed plans by assets

Catelli Brothers, Inc. Union 401(k) Plan vs every filed plan by assets

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

$1,708,940 31st percentile higher than 31% 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

Catelli Brothers, Inc. Union 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. Catelli Brothers, Inc. Union 401(k) Plan sits mid-pack in the medium band (171 participants).

DOL schedule card

Filing strip 232175736 · Catelli Brothers, Inc. PY 2022 · 401(k)

Catelli Brothers, Inc. Union 401(k) Plan · $2M · 171 · 31st

  • BOY $2M
  • SCH 171
  • EBSA 31st
  • PART 401(k)
  • TYPE near King, Deep & Branaman 401(k) Profit Sharing Plan
  • NET ind #3250

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 Manufacturing retirement plans → · Plans in New Jersey →

Catelli Brothers, Inc. Union 401(k) Plan in the asset neighbourhood

Catelli Brothers, Inc. Union 401(k) PlanCatelli Brothers, Inc. Union…$2MKing, Deep & Branaman 401(k) Profit Sharing PlanKing, Deep & Branaman 401(k)…$2MJob Squad, Inc. 401(k) Retirement PlanJob Squad, Inc. 401(k) Retir…$2MAwesome Office, Inc. 401(k) PlanAwesome Office, Inc. 401(k) …$2MDick Poe Motors 401(k) Plan$2M
End-of-year total assets ($M) among Catelli Brothers, Inc. Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$384K
Employer EIN232175736
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catelli Brothers, Inc.)

Sponsor-wide plan assets over time

All Catelli Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 14.4176029174629% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.5M $15.5M ▲ +14.4%
Year Plans Participants Total Assets
2022 2 407 $14M
2023 1 229 $14M
2024 1 237 $15M

Nearby 401(k) Plans in New Jersey

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

Catelli Brothers, Inc. Union 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Catelli Brothers, Inc. Union 401(k) Plan, Total assets ($B): 0.00170894 · Participants: 171Catelli Brothers, Inc. Union 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Catelli Brothers, Inc. Union 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Catelli Brothers, Inc. Union 401(k) Plan side-by-side with 3 peers →

Catelli Brothers, Inc. Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is King, Deep & Branaman 401(k) Profit Sharing Plan in KY ($2M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Catelli Brothers, Inc. Union 401(k) Plan assets move in 2022? ▼
Catelli Brothers, Inc. Union 401(k) Plan declined sharply - down 18.6% during 2022, from $2M to $2M. Reported net income was -$384K.
How have Catelli Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catelli Brothers, Inc.'s sponsor-wide assets grew 14.4%, from $14M to $15M.
Which 401(k) plans are similar in size to Catelli Brothers, Inc. Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is King, Deep & Branaman 401(k) Profit Sharing Plan in KY ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Catelli Brothers, Inc. Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dorschel Group Retirement Plan in NY (171 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 232175736.

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.