Other · DOL Form 5500 · 2023

Catalight Foundation Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
696
Participants Below avg headcount
76th
Percentile by assets National rank
$34,674
Avg per participant Low balance/head
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Official DOL plan name: Catalight Foundation 403(b) Plan · Sponsored by Catalight Foundation · California · Healthcare & Social Assistance

$24M in assets, 696 participants

Catalight Foundation's Catalight Foundation 403(b) Plan reported $24M in total assets and 696 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,084 in Healthcare & Social Assistance (17,684 peers)

Where Catalight Foundation 403(b) Plan sits by assets

Catalight Foundation 403(b) Plan sits in the top quartile of all filed plans by assets, $24M for 696 participants (~$34,674/participant), up 43.4% in 2023.

#14,084
in Healthcare & Social Assistance (17,684 peers)
+43.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Catalight Foundation 403(b) Plan's outsized position by total assets

Catalight Foundation 403(b) Plan vs every filed plan by assets

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

$24,133,389 Top 24% higher than 76% 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

Catalight Foundation 403(b) 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. Catalight Foundation 403(b) Plan sits mid-pack in the medium band (696 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catalight Foundation 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Catalight Foundation 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Catalight Foundation 403(b) Plan reported participants rose from 586 in the plan year 2022 filing to 696 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943120231 · Catalight Foundation PY 2023 · Other

Catalight Foundation 403(b) Plan · $24M · 696 · 76th

  • RANK $24M
  • RANK 696
  • RANK 76th
  • RANK Other
  • RANK near Robert R. Mccormick Foundations 403(b) Plan
  • RANK ind #14084

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Catalight Foundation 403(b) Plan in the asset neighbourhood

Dedham Country Day School DC Retirement PlanDedham Country Day School DC…$24MBipartisan Policy Center 403(b) Retirement PlanBipartisan Policy Center 403…$24MCatalight Foundation 403(b) PlanCatalight Foundation 403(b) …$24MRobert R. Mccormick Foundations 403(b) PlanRobert R. Mccormick Foundati…$24MAmerican Association of Colleges and Universities DC Retirement PlanAmerican Association of Coll…$24M
End-of-year total assets ($M) among Catalight Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$24M
Net Income$7M
Employer EIN943120231
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalight Foundation)

Sponsor-wide plan assets over time

All Catalight Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$26M 55.83883549542929% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.8M $26.2M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 586 $17M
2023 1 696 $24M
2024 1 759 $26M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Catalight Foundation 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Catalight Foundation 403(b) Plan, Total assets ($B): 0.024133389 · Participants: 696Catalight Foundation 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Catalight Foundation 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Catalight Foundation 403(b) Plan side-by-side with 3 peers →

Catalight Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Robert R. Mccormick Foundations 403(b) Plan in IL ($24M); by covered participants it is United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan in PA (696 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (696 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 Catalight Foundation 403(b) Plan assets move in 2023? ▼
Catalight Foundation 403(b) Plan surged - up 43.4% during 2023, from $17M to $24M. Reported net income was $7M.
How have Catalight Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalight Foundation's sponsor-wide assets grew 55.8%, from $17M to $26M.
Where does Catalight Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
Catalight Foundation 403(b) Plan ranks in the 76th 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 Other plans are similar in size to Catalight Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Robert R. Mccormick Foundations 403(b) Plan in IL ($24M, 122 participants).
Which Other plans cover a similar participant headcount to Catalight Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan in PA (696 participants, $8M 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 943120231.

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.