401(k)
2023 plan-year 401(k) DOL Form 5500

KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KATENA PRODUCTS, INC.

This 401(k) plan holds $157K in total assets and serves 131 participants as of 2023. It is sponsored by KATENA PRODUCTS, INC. in New Jersey. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$157K
Participants
131
State
Industry
Manufacturing

What the Filing Says About KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN

KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN is a 401(k) retirement plan sponsored by KATENA PRODUCTS, INC., headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $157K in total end-of-year assets and covers 131 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 222086818, and the plan has been effective since 1979-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $157K at year-end — a decline of 97.9%. Net assets (after liabilities) closed the year at N/A, with reported net income of $-1,523,122 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$157K
Net Assets (End of Year)N/A
Net Income$-1,523,122
Plan Type401(k)
Employer EIN222086818
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KATENA PRODUCTS, INC.)

Year Plans Participants Total Assets
2022 1 145 $7M
2023 1 131 $157K

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Frequently Asked Questions

How much money is in the KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN?
As of the 2023 Form 5500 filing, KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN holds $157K in total assets with 131 participants. It is sponsored by KATENA PRODUCTS, INC..
What type of plan is KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN?
KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN is a 401(k) plan. It has been effective since 1979-01-01. The plan is filed with the U.S. Department of Labor under EIN 222086818.
Who sponsors the KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN?
KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN is sponsored by KATENA PRODUCTS, INC., located in New Jersey. The sponsor's EIN is 222086818 and the plan operates in the Manufacturing industry.
How did KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN perform in 2023?
KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN declined by 97.9% during 2023, moving from $7M to $157K in total assets. Net income was $-1,523,122.
Where can I find official filings for KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN?
Official Form 5500 filings for KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222086818 or plan name at efast.dol.gov.
How does KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN compare to other plans?
You can compare KATENA PRODUCTS, INC. EMPLOYEES RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 222086818.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.