401(k) · DOL Form 5500 · 2023

Catelli Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 229
Participants Below avg headcount: 66th
Percentile by assets National rank: $62,478
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Catelli Brothers, Inc. 401(k) Plan · Sponsored by Catelli Brothers, Inc. · New Jersey · Manufacturing

$14M in assets, 229 participants

Catelli Brothers, Inc.'s Catelli Brothers, Inc. 401(k) Plan reported $14M in total assets and 229 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.

#10,188 in Manufacturing (18,722 peers)

Coverage in New Jersey

Catelli Brothers, Inc. 401(k) Plan covers 229 participants in New Jersey, about 27% of the average New Jersey filer (state average ~844 per filing). Assets: $14M.

#10,188
in Manufacturing (18,722 peers): +21.1%
assets growth YoY

Catelli Brothers, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Catelli Brothers, Inc. 401(k) Plan vs every filed plan by assets

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

$14,307,468 Top 34% higher than 66% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Catelli Brothers, Inc. 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. Catelli Brothers, Inc. 401(k) Plan sits mid-pack in the medium band (229 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Catelli Brothers, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Catelli Brothers, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Catelli Brothers, Inc. 401(k) Plan reported participants fell from 236 in the plan year 2022 filing to 229 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232175736 · Catelli Brothers, Inc. PY 2023 · 401(k)

Catelli Brothers, Inc. 401(k) Plan · $14M · 229 · 66th

BOY $14M
SCH 229
EBSA 66th
PART 401(k)
TYPE near Oci 401(k) Plan
NET ind #10188

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 Manufacturing retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among Catelli Brothers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	232175736
Plan Effective Date	1984-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Catelli Brothers, Inc.)

Latest sponsor-wide plan assets: $15M 14.4176029174629% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	407	$14M
2023	1	229	$14M
2024	1	237	$15M

Nearby 401(k) Plans in New Jersey

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

Catelli Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Catelli Brothers, Inc. 401(k) Plan side-by-side with 3 peers →

Catelli Brothers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Oci 401(k) Plan in TX ($14M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Oci 401(k) Plan (TX) $14M · 208
Cineverse 401(k) Plan (NY) $14M · 114
Mount Airy #1, LLC Retirement Savings Plan (PA) $14M · 820
City Plumbing & Electric Supply Co., Inc. 401(k) Plan (GA) $14M · 124

Similar participant headcount

Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.

P3 Health Partners 401(k) Plan (NV) 229 · 0 off
Yamamoto of Orient, Inc. Shared Savings Plan (CA) 229 · 0 off
Superior Credit Union, Inc. 401(k) Plan and Trust (OH) 229 · 0 off
Skin Cancer and Cosmetic Dermatology 401(k) Plan a (GA) 229 · 0 off

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 Catelli Brothers, Inc. 401(k) Plan assets move in 2023? ▼

Catelli Brothers, Inc. 401(k) Plan grew sharply - up 21.1% during 2023, from $12M to $14M. Reported net income was $2M.

How have Catelli Brothers, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Catelli Brothers, Inc.'s sponsor-wide assets grew 14.4%, from $14M to $15M.

Which 401(k) plans are similar in size to Catelli Brothers, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Oci 401(k) Plan in TX ($14M, 208 participants).

Which 401(k) plans cover a similar participant headcount to Catelli Brothers, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is P3 Health Partners 401(k) Plan in NV (229 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 232175736.