401(k) · DOL Form 5500 · 2023

Catalyze, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 162
Participants Small participant base: 44th
Percentile by assets National rank: $29,920
Avg per participant Low balance/head

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Official DOL plan name: Catalyze, LLC 401(k) Retirement Plan · Sponsored by Catalyze, LLC · Texas · Utilities

$5M in assets, 162 participants

Catalyze, LLC's Catalyze, LLC 401(k) Retirement Plan reported $5M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#115 in Utilities (721 peers)

Coverage in Texas

Catalyze, LLC 401(k) Retirement Plan covers 162 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#115
in Utilities (721 peers): +48.6%
assets growth YoY

Catalyze, LLC 401(k) Retirement Plan's mid-pack asset rank among Utilities and all filers

Catalyze, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$4,847,024 44th percentile higher than 44% 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

Catalyze, LLC 401(k) Retirement 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. Catalyze, LLC 401(k) Retirement Plan sits mid-pack in the medium band (162 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%)

Catalyze, LLC 401(k) Retirement Plan reported participants rose from 101 in the plan year 2022 filing to 162 in the plan year 2023 filing.
Catalyze, LLC 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Catalyze, LLC 401(k) Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821814423 · Catalyze, LLC PY 2023 · 401(k)

Catalyze, LLC 401(k) Retirement Plan · $5M · 162 · 44th

SCH $5M
SCH 162
SCH 44th
SCH 401(k)
SCH near Emg, Inc. Profit Sharing Plan
SCH ind #115

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 Utilities retirement plans → · Plans in Texas →

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

Texas filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	821814423
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Catalyze, LLC)

Latest sponsor-wide plan assets: $6M 97.71881284795418% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	101	$3M
2023	1	162	$5M
2024	1	101	$6M

Nearby 401(k) Plans in Texas

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

Catalyze, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Catalyze, LLC 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Emg, Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Emg, Inc. Profit Sharing Plan (CA) $5M · 74
Landscape Design Services, Inc. Profit Sharing 401(k) Plan (MI) $5M · 128
Tsg Finishing, LLC 401(k) Plan (PA) $5M · 125
Hoganwillig, PLLC Profit Sharing Plan (NY) $5M · 37

Similar participant headcount

Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.

Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust (IL) 162 · 0 off
Golda Och Academy 401(k) Plan (NJ) 162 · 0 off
Rps Composites Retirement Savings Plan (AL) 162 · 0 off
Paul USA 401(k) Plan (MA) 162 · 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 Catalyze, LLC 401(k) Retirement Plan assets move in 2023? ▼

Catalyze, LLC 401(k) Retirement Plan surged - up 48.6% during 2023, from $3M to $5M. Reported net income was $2M.

How have Catalyze, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Catalyze, LLC's sponsor-wide assets grew 97.7%, from $3M to $6M.

Which 401(k) plans are similar in size to Catalyze, LLC 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Emg, Inc. Profit Sharing Plan in CA ($5M, 74 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants, N/A 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 821814423.