401(k) · DOL Form 5500 · 2023

Catalyst Investors, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
12
Participants Small participant base
67th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Catalyst Investors, LLC 401(k) Profit Sharing Plan · Sponsored by Catalyst Investors, LLC · New York · Finance & Insurance

$15M in assets, 12 participants

Catalyst Investors, LLC's Catalyst Investors, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,664 in Finance & Insurance (8,869 peers)

Catalyst Investors, LLC multi-year trail

Catalyst Investors, LLC's plans moved +18.8% in assets from 2022 to 2024; this filing shows Catalyst Investors, LLC 401(k) Profit Sharing Plan at $15M / 12 participants.

#4,664
in Finance & Insurance (8,869 peers)
+16.1%
assets growth YoY

Catalyst Investors, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Catalyst Investors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,212,928 Top 33% higher than 67% 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

Catalyst Investors, LLC 401(k) Profit Sharing 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. Catalyst Investors, LLC 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catalyst Investors, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Catalyst Investors, LLC 401(k) Profit Sharing Plan reported participants fell from 15 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Catalyst Investors, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522221276 · Catalyst Investors, LLC PY 2023 · 401(k)

Catalyst Investors, LLC 401(k) Profit Sharing Plan · $15M · 12 · 67th

  • EBSA $15M
  • EBSA 12
  • EBSA 67th
  • EBSA 401(k)
  • EBSA near Murex Management, Inc. Retirement Savings Plan
  • EBSA ind #4664

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 Finance & Insurance retirement plans → · Plans in New York →

Catalyst Investors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Catalyst Investors, LLC 401(k) Profit Sharing PlanCatalyst Investors, LLC 401(…$15MMurex Management, Inc. Retirement Savings PlanMurex Management, Inc. Retir…$15MBudnick Converting, Inc. 401(k) PlanBudnick Converting, Inc. 401…$15MAch Employment Services 401(k) PlanAch Employment Services 401(…$15MIndex Fund Advisors, Inc. 401(k) Profit Sharing PlanIndex Fund Advisors, Inc. 40…$15M
End-of-year total assets ($M) among Catalyst Investors, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Catalyst Investors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Catalyst Investors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 18.757035535275158% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.1M $15.6M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 15 $13M
2023 1 12 $15M
2024 1 13 $16M

Catalyst Investors, LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN522221276
Plan Effective Date2000-04-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Catalyst Investors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Catalyst Investors, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.015212928 · Participants: 12Catalyst Investors, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Catalyst Investors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Catalyst Investors, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Catalyst Investors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Murex Management, Inc. Retirement Savings Plan in TX ($15M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Catalyst Investors, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Catalyst Investors, LLC 401(k) Profit Sharing Plan grew sharply - up 16.1% during 2023, from $13M to $15M. Reported net income was $2M.
How have Catalyst Investors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalyst Investors, LLC's sponsor-wide assets grew 18.8%, from $13M to $16M.
Which 401(k) plans are similar in size to Catalyst Investors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Murex Management, Inc. Retirement Savings Plan in TX ($15M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Catalyst Investors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 522221276.

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.