401(k) · DOL Form 5500 · 2023

J. Catalano and Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
40th
Percentile by assets National rank
$492,731
Avg per participant High balance/head
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Official DOL plan name: J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by J. Catalano and Sons, Inc. · Connecticut · Retail Trade

$4M in assets, 8 participants

J. Catalano and Sons, Inc.'s J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,284 in Retail Trade (8,414 peers)

J. Catalano and Sons, Inc. multi-year trail

J. Catalano and Sons, Inc.'s plans moved +42.3% in assets from 2022 to 2024; this filing shows J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust at $4M / 8 participants.

#4,284
in Retail Trade (8,414 peers)
+21.3%
assets growth YoY

J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,941,845 40th percentile higher than 40% 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

J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$655K in the plan year 2022 filing to $693K in the plan year 2023 filing.
  • J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060711684 · J. Catalano and Sons, Inc. PY 2023 · 401(k)

J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 8 · 40th

  • EIN $4M
  • EIN 8
  • EIN 40th
  • EIN 401(k)
  • EIN near Controlscan Holdings, Inc. 401(k) Plan
  • EIN ind #4284

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 Retail Trade retirement plans → · Plans in Connecticut →

J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and TrustJ. Catalano & Sons, Inc. 401…$4MControlscan Holdings, Inc. 401(k) PlanControlscan Holdings, Inc. 4…$4MPolk County Abstract, Inc. 401(k) PlanPolk County Abstract, Inc. 4…$4MFrankston Packaging Company 401(k)PlanFrankston Packaging Company …$4MDay & Ross USA, Inc. Retirement PlanDay & Ross USA, Inc. Retirem…$4M
End-of-year total assets ($M) among J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J. Catalano and Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J. Catalano and Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 42.26535908002336% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.25M $4.62M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $4M
2024 1 8 $5M

J. Catalano and Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$693K
Employer EIN060711684
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003941845 · Participants: 8J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Controlscan Holdings, Inc. 401(k) Plan in KY ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 21.3% during 2023, from $3M to $4M. Reported net income was $693K.
How have J. Catalano and Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Catalano and Sons, Inc.'s sponsor-wide assets grew 42.3%, from $3M to $5M.
Which 401(k) plans are similar in size to J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Controlscan Holdings, Inc. 401(k) Plan in KY ($4M, 150 participants).
Which 401(k) plans cover a similar participant headcount to J. Catalano & Sons, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 060711684.

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.