401(k) · DOL Form 5500 · 2023

Cato Institute 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
171
Participants Small participant base
82nd
Percentile by assets National rank
$215,755
Avg per participant Above avg balance/head
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Official DOL plan name: Cato Institute 401(k) Plan · Sponsored by Cato Institute · District of Columbia · Professional & Technical Services

$37M in assets, 171 participants

Cato Institute's Cato Institute 401(k) Plan reported $37M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,819 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Cato Institute 401(k) Plan covers 171 participants in District of Columbia, about 12% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $37M.

#16,819
in Professional & Technical Services (20,321 peers)
+19.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cato Institute 401(k) Plan's outsized position by total assets

Cato Institute 401(k) Plan vs every filed plan by assets

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

$36,894,084 Top 18% higher than 82% 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

Cato Institute 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cato Institute 401(k) Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cato Institute 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Cato Institute 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Cato Institute 401(k) Plan reported participants rose from 163 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237432162 · Cato Institute PY 2023 · 401(k)

Cato Institute 401(k) Plan · $37M · 171 · 82nd

  • EBSA $37M
  • PART 171
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Springfield 401(k) Plan
  • VS-ST ind #16819

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 District of Columbia →

Cato Institute 401(k) Plan in the asset neighbourhood

Mcc, Inc. 401(k) Profit Sharing PlanMcc, Inc. 401(k) Profit Shar…$37MF. Gavina & Sons, Inc. 401(k) Profit Sharing PlanF. Gavina & Sons, Inc. 401(k…$37MCato Institute 401(k) Plan$37MSpringfield 401(k) Plan$37MBrach Eichler L.L.C. 401(k) PlanBrach Eichler L.L.C. 401(k) …$37M
End-of-year total assets ($M) among Cato Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN237432162
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cato Institute)

Sponsor-wide plan assets over time

All Cato Institute plans reported in each filing year

Latest sponsor-wide plan assets
$40M 30.418682872294305% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.9M $40.3M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 163 $31M
2023 1 171 $37M
2024 1 187 $40M

Nearby 401(k) Plans in District of Columbia

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

Cato Institute 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Cato Institute 401(k) Plan, Total assets ($B): 0.036894084 · Participants: 171Cato Institute 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Cato Institute 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Cato Institute 401(k) Plan side-by-side with 3 peers →

Cato Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Springfield 401(k) Plan in VT ($37M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Cato Institute 401(k) Plan assets move in 2023? ▼
Cato Institute 401(k) Plan grew sharply - up 19.4% during 2023, from $31M to $37M. Reported net income was $6M.
How have Cato Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cato Institute's sponsor-wide assets grew 30.4%, from $31M to $40M.
Where does Cato Institute 401(k) Plan rank by assets among Form 5500 filers? ▼
Cato Institute 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cato Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Springfield 401(k) Plan in VT ($37M, 556 participants).
Which 401(k) plans cover a similar participant headcount to Cato Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 237432162.

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.