401(k) · DOL Form 5500 · 2023

Kateeva, Inc 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 81
Participants Small participant base: 70th
Percentile by assets National rank: $216,489
Avg per participant Above avg balance/head

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Official DOL plan name: Kateeva Retirement Plan · Sponsored by Kateeva, Inc · California · Professional & Technical Services

$18M in assets, 81 participants

Kateeva, Inc's Kateeva Retirement Plan reported $18M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

#14,158 in Professional & Technical Services (20,321 peers)

Kateeva, Inc multi-year trail

Kateeva, Inc's plans moved +18.8% in assets from 2022 to 2024; this filing shows Kateeva Retirement Plan at $18M / 81 participants.

#14,158
in Professional & Technical Services (20,321 peers): +16.6%
assets growth YoY

Kateeva Retirement Plan's outsized position by total assets

Kateeva Retirement Plan vs every filed plan by assets

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

$17,535,635 Top 30% higher than 70% 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

Kateeva Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kateeva Retirement Plan is a small filing (81 participants) on this national headcount ladder.

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%)

Kateeva Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Kateeva Retirement Plan reported participants fell from 109 in the plan year 2022 filing to 81 in the plan year 2023 filing.
Kateeva Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261293445 · Kateeva, Inc PY 2023 · 401(k)

Kateeva Retirement Plan · $18M · 81 · 70th

EIN $18M
EIN 81
EIN 70th
EIN 401(k)
EIN near New Palace Casino 401(k) Plan
EIN ind #14158

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 California →

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

Kateeva, Inc multi-year asset trail

Latest sponsor-wide plan assets: $18M 18.831703666499447% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	109	$15M
2023	1	81	$18M
2024	1	66	$18M

Kateeva, Inc filing trail (2023)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$18M
Net Income	$2M
Employer EIN	261293445
Plan Effective Date	2008-11-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Kateeva Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Kateeva Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is New Palace Casino 401(k) Plan in MS ($18M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

New Palace Casino 401(k) Plan (MS) $18M · 466
Sadoff and Rudoy Industries Salary Reduction 401(k) Plan (WI) $18M · 129
Solar Supply, LLC 401(k) Profit Sharing Plan (LA) $18M · 195
Savings Plan for Associates of Roche Operations Ltd (IN) $18M · 18

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

Vaughn Electric Company,Inc. 401(k) Plan (TN) 81 · 0 off
Caribbean Marketing Reps Retirement Plan (PR) 81 · 0 off
Cc Properties Investments, LLC 401(k) Plan (AZ) 81 · 0 off
Computer Solutions 401(k) Profit Sharing Plan (TX) 81 · 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 Kateeva Retirement Plan assets move in 2023? ▼

Kateeva Retirement Plan grew sharply - up 16.6% during 2023, from $15M to $18M. Reported net income was $2M.

How have Kateeva, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kateeva, Inc's sponsor-wide assets grew 18.8%, from $15M to $18M.

Which 401(k) plans are similar in size to Kateeva Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is New Palace Casino 401(k) Plan in MS ($18M, 466 participants).

Which 401(k) plans cover a similar participant headcount to Kateeva Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 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 261293445.