401(k) · DOL Form 5500 · 2023

Catic Fincncial, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
248
Participants Below avg headcount
84th
Percentile by assets National rank
$175,328
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Catic Financial, Inc. 401(k) Plan · Sponsored by Catic Fincncial, Inc. · Connecticut · Finance & Insurance

$43M in assets, 248 participants

Catic Fincncial, Inc.'s Catic Financial, Inc. 401(k) Plan reported $43M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,693 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Catic Financial, Inc. 401(k) Plan covers 248 participants in Connecticut, about 35% of the average Connecticut filer (state average ~718 per filing). Assets: $43M.

#6,693
in Finance & Insurance (8,869 peers)
+23.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Catic Financial, Inc. 401(k) Plan's outsized position by total assets

Catic Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$43,481,319 Top 16% higher than 84% 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

Catic Financial, 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. Catic Financial, Inc. 401(k) Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catic Financial, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Catic Financial, Inc. 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Catic Financial, Inc. 401(k) Plan reported participants rose from 231 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060808125 · Catic Fincncial, Inc. PY 2023 · 401(k)

Catic Financial, Inc. 401(k) Plan · $43M · 248 · 84th

  • BOY $43M
  • BOY 248
  • BOY 84th
  • BOY 401(k)
  • BOY near T & S Brass & Bronze Works, Inc. Retirement Savings Plan
  • BOY ind #6693

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Catic Financial, Inc. 401(k) Plan in the asset neighbourhood

Welch Packaging Group, Inc. 401(k) Profit Sharing Plan and TrustWelch Packaging Group, Inc. …$43MCatic Financial, Inc. 401(k) PlanCatic Financial, Inc. 401(k)…$43MT & S Brass & Bronze Works, Inc. Retirement Savings PlanT & S Brass & Bronze Works, …$43MAmerican Industrial Transport, Inc. Savings and Investment PlanAmerican Industrial Transpor…$43MMotus Integrated Technologies 401(k) PlanMotus Integrated Technologie…$43M
End-of-year total assets ($M) among Catic Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN060808125
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catic Fincncial, Inc.)

Sponsor-wide plan assets over time

All Catic Fincncial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 48.115584332866966% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.2M $52.1M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 231 $35M
2023 1 248 $43M
2024 1 240 $52M

Nearby 401(k) Plans in Connecticut

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

Catic Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Catic Financial, Inc. 401(k) Plan, Total assets ($B): 0.043481319 · Participants: 248Catic Financial, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Catic Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Catic Financial, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is T & S Brass & Bronze Works, Inc. Retirement Savings Plan in SC ($43M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Catic Financial, Inc. 401(k) Plan assets move in 2023? ▼
Catic Financial, Inc. 401(k) Plan grew sharply - up 23.7% during 2023, from $35M to $43M. Reported net income was $8M.
How have Catic Fincncial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catic Fincncial, Inc.'s sponsor-wide assets grew 48.1%, from $35M to $52M.
Where does Catic Financial, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Catic Financial, Inc. 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Catic Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is T & S Brass & Bronze Works, Inc. Retirement Savings Plan in SC ($43M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Catic Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 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 060808125.

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.