401(k) · DOL Form 5500 · 2023

Katun Corporation 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
83
Participants Small participant base
80th
Percentile by assets National rank
$369,314
Avg per participant High balance/head
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Official DOL plan name: Katun Corporation Employee Retirement Benefit and Savings Plan · Sponsored by Katun Corporation · Minnesota · Wholesale Trade

$31M in assets, 83 participants

Katun Corporation's Katun Corporation Employee Retirement Benefit and Savings Plan reported $31M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,974 in Wholesale Trade (6,309 peers)

Where Katun Corporation Employee Retirement Benefit and Savings Plan sits by assets

Katun Corporation Employee Retirement Benefit and Savings Plan sits in the top quartile of all filed plans by assets, $31M for 83 participants (~$369,314/participant), up 9.6% in 2023.

#4,974
in Wholesale Trade (6,309 peers)
+9.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Katun Corporation Employee Retirement Benefit and Savings Plan's outsized position by total assets

Katun Corporation Employee Retirement Benefit and Savings Plan vs every filed plan by assets

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

$30,653,088 Top 20% higher than 80% 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

Katun Corporation Employee Retirement Benefit and Savings 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. Katun Corporation Employee Retirement Benefit and Savings Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Katun Corporation Employee Retirement Benefit and Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Katun Corporation Employee Retirement Benefit and Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Katun Corporation Employee Retirement Benefit and Savings Plan reported participants rose from 81 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411335933 · Katun Corporation PY 2023 · 401(k)

Katun Corporation Employee Retirement Benefit and Savings Plan · $31M · 83 · 80th

  • NET $31M
  • BOOK 83
  • VS-ST 80th
  • BOY 401(k)
  • SCH near Universal Audio Inc. 401(k) Profit Sharing Plan and Trust
  • EBSA ind #4974

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Katun Corporation Employee Retirement Benefit and Savings Plan in the asset neighbourhood

Innovative Refrigeration Systems, Inc. 401(k) PlanInnovative Refrigeration Sys…$31MApplied Control Engineering Inc. 401(k) Retirement PlanApplied Control Engineering …$31MKatun Corporation Employee Retirement Benefit and Savings PlanKatun Corporation Employee R…$31MUniversal Audio Inc. 401(k) Profit Sharing Plan and TrustUniversal Audio Inc. 401(k) …$31MElevatebio Technologies, Inc. 401(k) PlanElevatebio Technologies, Inc…$31M
End-of-year total assets ($M) among Katun Corporation Employee Retirement Benefit and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN411335933
Plan Effective Date1989-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Katun Corporation)

Sponsor-wide plan assets over time

All Katun Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$32M 15.126677662069426% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $28M $32.2M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 81 $28M
2023 1 83 $31M
2024 1 81 $32M

Nearby 401(k) Plans in Minnesota

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

Katun Corporation Employee Retirement Benefit and Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Katun Corporation Employee Retirement Benefit and Savings Plan, Total assets ($B): 0.030653088 · Participants: 83Katun Corporation Employee Retirement Benefit and Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Katun Corporation Employee Retirement Benefit and Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Katun Corporation Employee Retirement Benefit and Savings Plan side-by-side with 3 peers →

Katun Corporation Employee Retirement Benefit and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Universal Audio Inc. 401(k) Profit Sharing Plan and Trust in CA ($31M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Katun Corporation Employee Retirement Benefit and Savings Plan assets move in 2023? ▼
Katun Corporation Employee Retirement Benefit and Savings Plan grew at a solid clip - up 9.6% during 2023, from $28M to $31M. Reported net income was $3M.
How have Katun Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katun Corporation's sponsor-wide assets grew 15.1%, from $28M to $32M.
Where does Katun Corporation Employee Retirement Benefit and Savings Plan rank by assets among Form 5500 filers? ▼
Katun Corporation Employee Retirement Benefit and Savings Plan ranks in the 80th 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 Katun Corporation Employee Retirement Benefit and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Audio Inc. 401(k) Profit Sharing Plan and Trust in CA ($31M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Katun Corporation Employee Retirement Benefit and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 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 411335933.

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.