401(k) · DOL Form 5500 · 2023

Cator, Ruma & Associates, Co. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
102
Participants Small participant base
66th
Percentile by assets National rank
$139,764
Avg per participant Near avg balance/head
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Official DOL plan name: Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan · Sponsored by Cator, Ruma & Associates, Co. · Colorado · Professional & Technical Services

$14M in assets, 102 participants

Cator, Ruma & Associates, Co.'s Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan reported $14M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,301 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan covers 102 participants in Colorado, about 27% of the average Colorado filer (state average ~376 per filing). Assets: $14M.

#13,301
in Professional & Technical Services (20,321 peers)
+25.5%
assets growth YoY

Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$14,255,900 Top 34% higher than 66% 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

Cator, Ruma & Associates, Co. Profit Sharing 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. Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan reported participants rose from 100 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840522935 · Cator, Ruma & Associates, Co. PY 2023 · 401(k)

Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan · $14M · 102 · 66th

  • BOY $14M
  • SCH 102
  • EBSA 66th
  • PART 401(k)
  • TYPE near Buchheit, Inc. Employees' 401(k) Retirement Plan
  • NET ind #13301

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 Colorado →

Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan in the asset neighbourhood

Cator, Ruma & Associates, Co. Profit Sharing 401(k) PlanCator, Ruma & Associates, Co…$14MBuchheit, Inc. Employees' 401(k) Retirement PlanBuchheit, Inc. Employees' 40…$14MHikvision USA Inc. 401(k) PlanHikvision USA Inc. 401(k) Pl…$14MWhite Plains Hospital Affiliated Entity, PC 401(k) PlanWhite Plains Hospital Affili…$14MForstrom Bancorporation 401(k) Plan and TrustForstrom Bancorporation 401(…$14M
End-of-year total assets ($M) among Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN840522935
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cator, Ruma & Associates, Co.)

Sponsor-wide plan assets over time

All Cator, Ruma & Associates, Co. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 25.482312820023513% vs 2022
2023 filing year
$11M$12M$13M$14M$15M 20222023 $11.4M $14.3M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 100 $11M
2023 1 102 $14M

Nearby 401(k) Plans in Colorado

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

Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan, Total assets ($B): 0.0142559 · Participants: 102Cator, Ruma & Associates, Co. Profit Sharing 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Buchheit, Inc. Employees' 401(k) Retirement Plan in MO ($14M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan assets move in 2023? ▼
Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan grew sharply - up 25.5% during 2023, from $11M to $14M. Reported net income was $3M.
How have Cator, Ruma & Associates, Co. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cator, Ruma & Associates, Co.'s sponsor-wide assets grew 25.5%, from $11M to $14M.
Which 401(k) plans are similar in size to Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buchheit, Inc. Employees' 401(k) Retirement Plan in MO ($14M, 901 participants).
Which 401(k) plans cover a similar participant headcount to Cator, Ruma & Associates, Co. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 840522935.

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.