401(k) · DOL Form 5500 · 2023

Catalina Channel Express, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
236
Participants Below avg headcount
77th
Percentile by assets National rank
$113,088
Avg per participant Below avg balance/head
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Official DOL plan name: Catalina Channel Express, Inc. 401(k) Plan and Trust · Sponsored by Catalina Channel Express, Inc. · California · Food Services & Accommodation

$27M in assets, 236 participants

Catalina Channel Express, Inc.'s Catalina Channel Express, Inc. 401(k) Plan and Trust reported $27M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,600 in Food Services & Accommodation (3,828 peers)

Coverage in California

Catalina Channel Express, Inc. 401(k) Plan and Trust covers 236 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $27M.

#3,600
in Food Services & Accommodation (3,828 peers)
+6.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Catalina Channel Express, Inc. 401(k) Plan and Trust's outsized position by total assets

Catalina Channel Express, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$26,688,680 Top 23% higher than 77% 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

Catalina Channel Express, Inc. 401(k) Plan and Trust 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. Catalina Channel Express, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catalina Channel Express, Inc. 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Catalina Channel Express, Inc. 401(k) Plan and Trust reported participants rose from 211 in the plan year 2022 filing to 236 in the plan year 2023 filing.
  • Catalina Channel Express, Inc. 401(k) Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953650406 · Catalina Channel Express, Inc. PY 2023 · 401(k)

Catalina Channel Express, Inc. 401(k) Plan and Trust · $27M · 236 · 77th

  • IND $27M
  • IND 236
  • IND 77th
  • IND 401(k)
  • IND near B & D Retirement and Savings Plan
  • IND ind #3600

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 Food Services & Accommodation retirement plans → · Plans in California →

Catalina Channel Express, Inc. 401(k) Plan and Trust in the asset neighbourhood

Catalina Channel Express, Inc. 401(k) Plan and TrustCatalina Channel Express, In…$27MB & D Retirement and Savings PlanB & D Retirement and Savings…$27MTilson 401(k) Plan$27MColumbia International University 401(k) PlanColumbia International Unive…$27M7g Distributing, LLC 401(k) Retirement Plan7g Distributing, LLC 401(k) …$27M
End-of-year total assets ($M) among Catalina Channel Express, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN953650406
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalina Channel Express, Inc.)

Sponsor-wide plan assets over time

All Catalina Channel Express, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 19.856232413261292% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.1M $30.1M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 211 $25M
2023 1 236 $27M
2024 1 265 $30M

Nearby 401(k) Plans in California

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

Catalina Channel Express, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Catalina Channel Express, Inc. 401(k) Plan and Trust, Total assets ($B): 0.02668868 · Participants: 236Catalina Channel Express, Inc. 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Catalina Channel Express, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Catalina Channel Express, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Catalina Channel Express, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is B & D Retirement and Savings Plan in GA ($27M); by covered participants it is Cap Government Retirement Plan in FL (236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Catalina Channel Express, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Catalina Channel Express, Inc. 401(k) Plan and Trust grew at a solid clip - up 6.1% during 2023, from $25M to $27M. Reported net income was $2M.
How have Catalina Channel Express, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalina Channel Express, Inc.'s sponsor-wide assets grew 19.9%, from $25M to $30M.
Where does Catalina Channel Express, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Catalina Channel Express, Inc. 401(k) Plan and Trust ranks in the 77th 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 Catalina Channel Express, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is B & D Retirement and Savings Plan in GA ($27M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Catalina Channel Express, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cap Government Retirement Plan in FL (236 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 953650406.

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.