Profit Sharing · DOL Form 5500 · 2022

L&d Catlin Inc. Profit Sharing Plan

Data updated 2026-08-25

$272K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$135,901
Avg per participant Near avg balance/head
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Official DOL plan name: L&d Catlin Inc. Retirement Plan · Sponsored by L&d Catlin Inc. · Wisconsin · Food Services & Accommodation

$272K in assets, 2 participants

L&d Catlin Inc.'s L&d Catlin Inc. Retirement Plan reported $272K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,519 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, L&d Catlin Inc. Retirement Plan ranks #1,519 of 4,592 2022 filers by assets (7198% of the sector average)-$272K for 2 participants.

#1,519
in Food Services & Accommodation (4,592 peers)
-73.7%
assets change YoY

The plan reported a net loss of $763K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

L&d Catlin Inc. Retirement Plan among the smaller filed plans by assets

L&d Catlin Inc. Retirement Plan vs every filed plan by assets

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

$271,802 13th percentile higher than 13% 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

L&d Catlin Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L&d Catlin Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 822913758 · L&d Catlin Inc. PY 2022 · Profit Sharing

L&d Catlin Inc. Retirement Plan · $272K · 2 · 13th

  • EBSA $272K
  • PART 2
  • TYPE 13th
  • NET Profit Sharing
  • BOOK near Luke Krumnow, Inc. Employees Profit Sharing Plan
  • VS-ST ind #1519

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 Wisconsin →

L&d Catlin Inc. Retirement Plan in the asset neighbourhood

L&d Catlin Inc. Retirement PlanL&d Catlin Inc. Retirement P…$272KLuke Krumnow, Inc. Employees Profit Sharing PlanLuke Krumnow, Inc. Employees…$272KRestore Endeavors Inc. Retirement PlanRestore Endeavors Inc. Retir…$272KHappy and Free Ventures Inc. Retirement PlanHappy and Free Ventures Inc.…$272KAmistad, Inc. the Pension Transfer Trust PlanAmistad, Inc. the Pension Tr…$272K
End-of-year total assets ($M) among L&d Catlin Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$272K
Net Income-$763K
Employer EIN822913758
Plan Effective Date2017-09-26
Filing StatusFILING RECEIVED

Sponsor Plan History (L&d Catlin Inc.)

Sponsor-wide plan assets over time

All L&d Catlin Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$495K 81.98983083273855% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.27M $0.49M ▲ +81.5%
Year Plans Participants Total Assets
2022 1 2 $272K
2023 1 6 $525K
2024 1 4 $495K

Nearby Profit Sharing Plans in Wisconsin

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

L&d Catlin Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants L&d Catlin Inc. Retirement Plan, Total assets ($B): 0.000271802 · Participants: 2L&d Catlin Inc. Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
L&d Catlin Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants

L&d Catlin Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX ($272K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 L&d Catlin Inc. Retirement Plan assets move in 2022?
L&d Catlin Inc. Retirement Plan contracted severely - down 73.7% during 2022, from $1M to $272K. Reported net income was -$763K.
How have L&d Catlin Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), L&d Catlin Inc.'s sponsor-wide assets grew 82.0%, from $272K to $495K.
Where does L&d Catlin Inc. Retirement Plan rank by assets among Form 5500 filers?
L&d Catlin Inc. Retirement Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to L&d Catlin Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX ($272K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to L&d Catlin 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, $4M in assets).