401(k) · DOL Form 5500 · 2023

Catalina U.S. Insurance Services 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
48
Participants Small participant base
74th
Percentile by assets National rank
$440,213
Avg per participant High balance/head
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Official DOL plan name: Catalina U.S. Insurance Services LLC 401(k) Plan · Sponsored by Catalina U.S. Insurance Services · Connecticut · Finance & Insurance

$21M in assets, 48 participants

Catalina U.S. Insurance Services's Catalina U.S. Insurance Services LLC 401(k) Plan reported $21M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,370 in Finance & Insurance (8,869 peers)

Catalina U.S. Insurance Services multi-year trail

Catalina U.S. Insurance Services's plans moved +20.7% in assets from 2022 to 2024; this filing shows Catalina U.S. Insurance Services LLC 401(k) Plan at $21M / 48 participants.

#5,370
in Finance & Insurance (8,869 peers)
+8.6%
assets growth YoY

Catalina U.S. Insurance Services LLC 401(k) Plan's outsized position by total assets

Catalina U.S. Insurance Services LLC 401(k) Plan vs every filed plan by assets

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

$21,130,221 Top 26% higher than 74% 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

Catalina U.S. Insurance Services LLC 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. Catalina U.S. Insurance Services LLC 401(k) Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catalina U.S. Insurance Services LLC 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Catalina U.S. Insurance Services LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Catalina U.S. Insurance Services LLC 401(k) Plan reported participants rose from 45 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472344755 · Catalina U.S. Insurance Services PY 2023 · 401(k)

Catalina U.S. Insurance Services LLC 401(k) Plan · $21M · 48 · 74th

  • TYPE $21M
  • TYPE 48
  • TYPE 74th
  • TYPE 401(k)
  • TYPE near American Farmers & Ranchers Mutual Insurance Company 401(k) Plan
  • TYPE ind #5370

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 Connecticut →

Catalina U.S. Insurance Services LLC 401(k) Plan in the asset neighbourhood

Catalina U.S. Insurance Services LLC 401(k) PlanCatalina U.S. Insurance Serv…$21MAmerican Farmers & Ranchers Mutual Insurance Company 401(k) PlanAmerican Farmers & Ranchers …$21MAgri Stats. Inc. 401(k) Plan$21MSilac Insurance Company Employees 401(k) Profit Sharing PlanSilac Insurance Company Empl…$21MDelta Defense, LLC 401(k) PlanDelta Defense, LLC 401(k) Pl…$21M
End-of-year total assets ($M) among Catalina U.S. Insurance Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Catalina U.S. Insurance Services multi-year asset trail

Sponsor-wide plan assets over time

All Catalina U.S. Insurance Services plans reported in each filing year

Latest sponsor-wide plan assets
$23M 20.738821338794505% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.5M $23.5M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 45 $19M
2023 1 48 $21M
2024 1 47 $23M

Catalina U.S. Insurance Services filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN472344755
Plan Effective Date1986-04-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Catalina U.S. Insurance Services LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Catalina U.S. Insurance Services LLC 401(k) Plan, Total assets ($B): 0.021130221 · Participants: 48Catalina U.S. Insurance Services LLC 401(k) PlanRtx 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
Catalina U.S. Insurance Services LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Catalina U.S. Insurance Services LLC 401(k) Plan side-by-side with 3 peers →

Catalina U.S. Insurance Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is American Farmers & Ranchers Mutual Insurance Company 401(k) Plan in OK ($21M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Catalina U.S. Insurance Services LLC 401(k) Plan assets move in 2023? ▼
Catalina U.S. Insurance Services LLC 401(k) Plan grew at a solid clip - up 8.6% during 2023, from $19M to $21M. Reported net income was $2M.
How have Catalina U.S. Insurance Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalina U.S. Insurance Services's sponsor-wide assets grew 20.7%, from $19M to $23M.
Which 401(k) plans are similar in size to Catalina U.S. Insurance Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Farmers & Ranchers Mutual Insurance Company 401(k) Plan in OK ($21M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Catalina U.S. Insurance Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 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 472344755.

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.