401(k) · DOL Form 5500 · 2023

Cavaretta, Katona & Leighner, PLLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
25th
Percentile by assets National rank
$120,478
Avg per participant Near avg balance/head
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Official DOL plan name: Ckl 401(k) Plan · Sponsored by Cavaretta, Katona & Leighner, PLLC · Texas · Professional & Technical Services

$1M in assets, 10 participants

Cavaretta, Katona & Leighner, PLLC's Ckl 401(k) Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,203 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Ckl 401(k) Plan holds $1M for 10 participants - about $120,478 per participant, in the lower half of filed plans by assets.

#4,203
in Professional & Technical Services (20,321 peers)
-7.9%
assets change YoY

The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ckl 401(k) Plan among the smaller filed plans by assets

Ckl 401(k) Plan vs every filed plan by assets

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

$1,204,776 25th percentile higher than 25% 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

Ckl 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. Ckl 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ckl 401(k) Plan reported net income rose from -$246K in the plan year 2022 filing to -$104K in the plan year 2023 filing.
  • Ckl 401(k) Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Ckl 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 274528494 · Cavaretta, Katona & Leighner, PLLC PY 2023 · 401(k)

Ckl 401(k) Plan · $1M · 10 · 25th

  • BOY $1M
  • BOY 10
  • BOY 25th
  • BOY 401(k)
  • BOY near Sugarwood Services, Inc. 401(k) Profit Sharing Plan
  • BOY ind #4203

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 Texas →

Ckl 401(k) Plan in the asset neighbourhood

Metropolitan Mortage and 401(k) Profit Sharing Plan & TrustMetropolitan Mortage and 401…$1MCkl 401(k) Plan$1MSugarwood Services, Inc. 401(k) Profit Sharing PlanSugarwood Services, Inc. 401…$1MAxiscades 401(k) Profit Sharing PlanAxiscades 401(k) Profit Shar…$1MCrown Point Enterprises Inc 401(k) Profit Sharing Plan & TrustCrown Point Enterprises Inc …$1M
End-of-year total assets ($M) among Ckl 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$104K
Employer EIN274528494
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cavaretta, Katona & Leighner, PLLC)

Sponsor-wide plan assets over time

All Cavaretta, Katona & Leighner, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.383912740434586% vs 2022
2024 filing year
$1.15M$1.2M$1.25M$1.3M$1.35M 202220232024 $1.31M $1.29M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 10 $1M
2024 1 2 $1M

Nearby 401(k) Plans in Texas

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

Ckl 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ckl 401(k) Plan, Total assets ($B): 0.001204776 · Participants: 10Ckl 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ckl 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ckl 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Sugarwood Services, Inc. 401(k) Profit Sharing Plan in AR ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Ckl 401(k) Plan assets move in 2023? ▼
Ckl 401(k) Plan pulled back noticeably - down 7.9% during 2023, from $1M to $1M. Reported net income was -$104K.
How have Cavaretta, Katona & Leighner, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cavaretta, Katona & Leighner, PLLC's sponsor-wide assets declined 1.4%, from $1M to $1M.
Where does Ckl 401(k) Plan rank by assets among Form 5500 filers? ▼
Ckl 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Ckl 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sugarwood Services, Inc. 401(k) Profit Sharing Plan in AR ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Ckl 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 274528494.

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.