401(k) · DOL Form 5500 · 2023

Katcef Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
134
Participants Small participant base
65th
Percentile by assets National rank
$99,800
Avg per participant Below avg balance/head
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Official DOL plan name: Katcef Brothers, Inc. 401(k) Plan · Sponsored by Katcef Brothers, Inc. · Maryland · Wholesale Trade

$13M in assets, 134 participants

Katcef Brothers, Inc.'s Katcef Brothers, Inc. 401(k) Plan reported $13M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,682 in Wholesale Trade (6,309 peers)

Coverage in Maryland

Katcef Brothers, Inc. 401(k) Plan covers 134 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $13M.

#3,682
in Wholesale Trade (6,309 peers)
+16.9%
assets growth YoY

Katcef Brothers, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Katcef Brothers, Inc. 401(k) Plan vs every filed plan by assets

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

$13,373,199 Top 35% higher than 65% 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

Katcef Brothers, 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. Katcef Brothers, Inc. 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Katcef Brothers, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Katcef Brothers, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Katcef Brothers, Inc. 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 520859333 · Katcef Brothers, Inc. PY 2023 · 401(k)

Katcef Brothers, Inc. 401(k) Plan · $13M · 134 · 65th

  • PHOTO $13M
  • PHOTO 134
  • PHOTO 65th
  • PHOTO 401(k)
  • PHOTO near C & S Associates, Inc. 401(k) Plan
  • PHOTO ind #3682

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 Maryland →

Katcef Brothers, Inc. 401(k) Plan in the asset neighbourhood

Katcef Brothers, Inc. 401(k) PlanKatcef Brothers, Inc. 401(k)…$13MC & S Associates, Inc. 401(k) PlanC & S Associates, Inc. 401(k…$13MDirect Marketing Solutions, Inc. 401(k) Profit Sharing PlanDirect Marketing Solutions, …$13MCornerstone Auto Group, LLC 401(k) PlanCornerstone Auto Group, LLC …$13MHealth Advocates 401(k) Plan$13M
End-of-year total assets ($M) among Katcef Brothers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN520859333
Plan Effective Date1968-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Katcef Brothers, Inc.)

Sponsor-wide plan assets over time

All Katcef Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.863337976361294% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.4M $13.9M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 131 $11M
2023 1 134 $13M
2024 1 134 $14M

Nearby 401(k) Plans in Maryland

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

Katcef Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Katcef Brothers, Inc. 401(k) Plan, Total assets ($B): 0.013373199 · Participants: 134Katcef Brothers, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Katcef Brothers, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Katcef Brothers, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is C & S Associates, Inc. 401(k) Plan in OH ($13M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Katcef Brothers, Inc. 401(k) Plan assets move in 2023? ▼
Katcef Brothers, Inc. 401(k) Plan grew sharply - up 16.9% during 2023, from $11M to $13M. Reported net income was $2M.
How have Katcef Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katcef Brothers, Inc.'s sponsor-wide assets grew 21.9%, from $11M to $14M.
Which 401(k) plans are similar in size to Katcef Brothers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C & S Associates, Inc. 401(k) Plan in OH ($13M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Katcef Brothers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 520859333.

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.