Defined Benefit (Pension) · DOL Form 5500 · 2023

Cathy Waterman, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
43rd
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Cathy Waterman, Inc. Defined Benefit Pension Plan · Sponsored by Cathy Waterman, Inc. · California · Retail Trade

$5M in assets, 2 participants

Cathy Waterman, Inc.'s Cathy Waterman, Inc. Defined Benefit Pension Plan reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,555 in Retail Trade (8,414 peers)

Cathy Waterman, Inc. multi-year trail

Cathy Waterman, Inc.'s plans moved +12.8% in assets from 2022 to 2024; this filing shows Cathy Waterman, Inc. Defined Benefit Pension Plan at $5M / 2 participants.

#4,555
in Retail Trade (8,414 peers)
+6.7%
assets growth YoY

Cathy Waterman, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Retail Trade and all filers

Cathy Waterman, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$4,796,238 43rd percentile higher than 43% 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

Cathy Waterman, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cathy Waterman, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cathy Waterman, Inc. Defined Benefit Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $299K in the plan year 2023 filing.
  • Cathy Waterman, Inc. Defined Benefit Pension Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Cathy Waterman, Inc. Defined Benefit Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954562465 · Cathy Waterman, Inc. PY 2023 · Defined Benefit (Pension)

Cathy Waterman, Inc. Defined Benefit Pension Plan · $5M · 2 · 43rd

  • EBSA $5M
  • PART 2
  • TYPE 43rd
  • NET Defined Benefit (Pension)
  • BOOK near Schulze and Burch Biscuit Co. Administrative and Maintenance Employees Pension Plan
  • VS-ST ind #4555

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 Retail Trade retirement plans → · Plans in California →

Cathy Waterman, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Cathy Waterman, Inc. Defined Benefit Pension PlanCathy Waterman, Inc. Defined…$5MSchulze and Burch Biscuit Co. Administrative and Maintenance Employees Pension PlanSchulze and Burch Biscuit Co…$5MNon-Contributory Pension Plan for Hourly Employees of Sas Rubber CompanyNon-Contributory Pension Pla…$5MVoorhees College Pension Plan$5MPortland Hospital Service Corporation Employees' Retirement PlanPortland Hospital Service Co…$5M
End-of-year total assets ($M) among Cathy Waterman, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Cathy Waterman, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cathy Waterman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.80883634875736% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.5M $5.07M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 2 $5M
2024 1 2 $5M

Cathy Waterman, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$299K
Employer EIN954562465
Plan Effective Date1997-01-29
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cathy Waterman, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cathy Waterman, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.004796238 · Participants: 2Cathy Waterman, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Cathy Waterman, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Cathy Waterman, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Cathy Waterman, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Schulze and Burch Biscuit Co. Administrative and Maintenance Employees Pension Plan in IL ($5M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Cathy Waterman, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Cathy Waterman, Inc. Defined Benefit Pension Plan grew at a solid clip - up 6.7% during 2023, from $4M to $5M. Reported net income was $299K.
How have Cathy Waterman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cathy Waterman, Inc.'s sponsor-wide assets grew 12.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Cathy Waterman, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Schulze and Burch Biscuit Co. Administrative and Maintenance Employees Pension Plan in IL ($5M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cathy Waterman, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 954562465.

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.