401(k) · DOL Form 5500 · 2023
Catclar Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $419,805
- Avg per participant High balance/head
Official DOL plan name: Catclar Investments, LLC 401(k) Plan · Sponsored by Catclar Investments, LLC · Arizona · Professional & Technical Services
$1M in assets, 3 participants
Catclar Investments, LLC's Catclar Investments, LLC 401(k) Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,289 in Professional & Technical Services (20,321 peers)
2023 asset change
Catclar Investments, LLC 401(k) Plan declined sharply 23.2% in 2023 ($2M → $1M) for 3 participants.
- #4,289
- in Professional & Technical Services (20,321 peers)
- -23.2%
- assets change YoY
The plan reported a net loss of $187K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Catclar Investments, LLC 401(k) Plan among the smaller filed plans by assets
Catclar Investments, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,259,416 26th percentile higher than 26% 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
Catclar Investments, LLC 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catclar Investments, LLC 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Catclar Investments, LLC 401(k) Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Catclar Investments, LLC 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 861040331 · Catclar Investments, LLC PY 2023 · 401(k)
Catclar Investments, LLC 401(k) Plan · $1M · 3 · 26th
- BOY $1M
- SCH 3
- EBSA 26th
- PART 401(k)
- TYPE near Reeder Capital Partners, LLC. 401(k) Profit Sharing Plan
- NET ind #4289
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Catclar Investments, LLC 401(k) Plan in the asset neighbourhood
Catclar Investments, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Catclar Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 2.8639194788950295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 2 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$187K |
| Employer EIN | 861040331 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Catclar Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Reeder Capital Partners, LLC. 401(k) Profit Sharing Plan in TX ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
- P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.