401(k) · DOL Form 5500 · 2023
Cathedral Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 88
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan · Sponsored by Cathedral Holdings, Inc. · Georgia · Management of Enterprises
$138M in assets, 88 participants
Cathedral Holdings, Inc.'s Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan reported $138M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #902 in Management of Enterprises (1,137 peers)
Where Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan sits by assets
Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan sits in the top 10% of all filed plans by assets, $138M for 88 participants (~$1.6M/participant), up 18.2% in 2023.
- #902
- in Management of Enterprises (1,137 peers)
- +18.2%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan's outsized position by total assets
Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$138,306,394 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) 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. Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan reported net income rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan end-of-year assets rose from $117M in the plan year 2022 filing to $138M in the plan year 2023 filing.
- Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan reported participants rose from 83 in the plan year 2022 filing to 88 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 843852177 · Cathedral Holdings, Inc. PY 2023 · 401(k)
Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan · $138M · 88 · 93rd
- ASSETS $138M
- ASSETS 88
- ASSETS 93rd
- ASSETS 401(k)
- ASSETS near Bourns, Inc. Profit Sharing & Retirement Savings Plan
- ASSETS ind #902
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 Management of Enterprises retirement plans → · Plans in Georgia →
Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $21M |
| Employer EIN | 843852177 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cathedral Holdings, Inc.)
Sponsor-wide plan assets over time
All Cathedral Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 44.03809375392138% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $117M |
| 2023 | 1 | 88 | $138M |
| 2024 | 1 | 99 | $169M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Cathedral Holdings, Inc. Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Bourns, Inc. Profit Sharing & Retirement Savings Plan in CA ($138M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
- Bourns, Inc. Profit Sharing & Retirement Savings Plan (CA) $138M · 303
- Buhler Group USA 401(k) Plan (MN) $138M · 812
- Bkf Engineers 401(k) Profit Sharing Plan (CA) $138M · 450
- Solairus Aviation 401(k) Plan (CA) $138M · 1,014
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Martines Palmeiro Construction 401(k) Plan (CO) 88 · 0 off
- Unifocus, LP Retirement Savings Plan (TX) 88 · 0 off
- Eveden, Inc. Employee Retirement Plan (MA) 88 · 0 off
- Frank C. Videon, Inc. Employee Benefit Plan (PA) 88 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.