Other · DOL Form 5500 · 2022

Catalyst Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
79
Participants Small participant base
78th
Percentile by assets National rank
$262,427
Avg per participant High balance/head
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Official DOL plan name: Catalyst Inc. 403(b) Defined Contribution Plan · Sponsored by Catalyst Inc. · New York · Educational Services

$21M in assets, 79 participants

Catalyst Inc.'s Catalyst Inc. 403(b) Defined Contribution Plan reported $21M in total assets and 79 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.

  • #2,491 in Educational Services (4,024 peers)

Where Catalyst Inc. 403(b) Defined Contribution Plan sits by assets

Catalyst Inc. 403(b) Defined Contribution Plan sits in the top quartile of all filed plans by assets, $21M for 79 participants (~$262,427/participant), up 10.9% in 2022.

#2,491
in Educational Services (4,024 peers)
+10.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Catalyst Inc. 403(b) Defined Contribution Plan's outsized position by total assets

Catalyst Inc. 403(b) Defined Contribution Plan vs every filed plan by assets

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

$20,731,764 Top 22% higher than 78% 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

Catalyst Inc. 403(b) Defined Contribution Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catalyst Inc. 403(b) Defined Contribution Plan is a small filing (79 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 131992402 · Catalyst Inc. PY 2022 · Other

Catalyst Inc. 403(b) Defined Contribution Plan · $21M · 79 · 78th

  • SCH $21M
  • SCH 79
  • SCH 78th
  • SCH Other
  • SCH near Morselife Tax Deferred Annuity Plan
  • SCH ind #2491

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 Educational Services retirement plans → · Plans in New York →

Catalyst Inc. 403(b) Defined Contribution Plan in the asset neighbourhood

Heartspring 403 (B) DC Plan$21MMorselife Tax Deferred Annuity PlanMorselife Tax Deferred Annui…$21MCatalyst Inc. 403(b) Defined Contribution PlanCatalyst Inc. 403(b) Defined…$21MNafsa Association of International Educators 403(b) PlanNafsa Association of Interna…$21MCanterbury School Retirement PlanCanterbury School Retirement…$21M
End-of-year total assets ($M) among Catalyst Inc. 403(b) Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN131992402
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalyst Inc.)

Sponsor-wide plan assets over time

All Catalyst Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 60.48115346094042% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.7M $33.3M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 79 $21M
2023 1 81 $24M
2024 1 76 $33M

Nearby Other Plans in New York

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

Catalyst Inc. 403(b) Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Catalyst Inc. 403(b) Defined Contribution Plan, Total assets ($B): 0.020731764 · Participants: 79Catalyst Inc. 403(b) Defined Contribution PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Catalyst Inc. 403(b) Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
Compare Catalyst Inc. 403(b) Defined Contribution Plan side-by-side with 3 peers →

Catalyst Inc. 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Morselife Tax Deferred Annuity Plan in FL ($21M); by covered participants it is Montessori School of Raleigh Retirement Plan in NC (79 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 (79 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 Catalyst Inc. 403(b) Defined Contribution Plan assets move in 2022? ▼
Catalyst Inc. 403(b) Defined Contribution Plan grew at a solid clip - up 10.9% during 2022, from $19M to $21M. Reported net income was $2M.
How have Catalyst Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalyst Inc.'s sponsor-wide assets grew 60.5%, from $21M to $33M.
Where does Catalyst Inc. 403(b) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Catalyst Inc. 403(b) Defined Contribution Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Catalyst Inc. 403(b) Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Morselife Tax Deferred Annuity Plan in FL ($21M, 1,242 participants).
Which Other plans cover a similar participant headcount to Catalyst Inc. 403(b) Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Montessori School of Raleigh Retirement Plan in NC (79 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 131992402.

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.