401(k) · DOL Form 5500 · 2023

The Caton Companies 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
346
Participants Below avg headcount
76th
Percentile by assets National rank
$71,507
Avg per participant Below avg balance/head
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Official DOL plan name: The Caton Companies Employee Savings and Retirement Plan · Sponsored by The Caton Companies · Virginia · Real Estate

$25M in assets, 346 participants

The Caton Companies's The Caton Companies Employee Savings and Retirement Plan reported $25M in total assets and 346 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.

  • #4,219 in Real Estate (4,727 peers)

Coverage in Virginia

The Caton Companies Employee Savings and Retirement Plan covers 346 participants in Virginia, about 44% of the average Virginia filer (state average ~782 per filing). Assets: $25M.

#4,219
in Real Estate (4,727 peers)
+19.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Caton Companies Employee Savings and Retirement Plan's outsized position by total assets

The Caton Companies Employee Savings and Retirement Plan vs every filed plan by assets

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

$24,741,521 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

The Caton Companies Employee Savings and Retirement 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. The Caton Companies Employee Savings and Retirement Plan sits mid-pack in the medium band (346 participants).

Published 5500 schedule card

Filing strip 990387761 · The Caton Companies PY 2023 · 401(k)

The Caton Companies Employee Savings and Retirement Plan · $25M · 346 · 76th

  • PCT $25M
  • EIN 346
  • RANK 76th
  • PHOTO 401(k)
  • IND near Batesville Savings Plan
  • EOY ind #4219

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 Real Estate retirement plans → · Plans in Virginia →

The Caton Companies Employee Savings and Retirement Plan in the asset neighbourhood

Idn Global, Inc. 401(k) Plan$25MThe Caton Companies Employee Savings and Retirement PlanThe Caton Companies Employee…$25MBatesville Savings Plan$25MMedlogix 401(k) Plan$25MCore Health and Fitness, LLC 401(k) Profit Sharing PlanCore Health and Fitness, LLC…$25M
End-of-year total assets ($M) among The Caton Companies Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN990387761
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Caton Companies)

Sponsor-wide plan assets over time

All The Caton Companies plans reported in each filing year

Latest sponsor-wide plan assets
$30M 20.378904756906415% vs 2023
2024 filing year
$24M$26M$28M$30M$32M 20232024 $24.7M $29.8M ▲ +20.4%
Year Plans Participants Total Assets
2023 1 346 $25M
2024 1 350 $30M

Nearby 401(k) Plans in Virginia

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

The Caton Companies Employee Savings and Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Caton Companies Employee Savings and Retirement Plan, Total assets ($B): 0.024741521 · Participants: 346The Caton Companies Employee Savings and Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
The Caton Companies Employee Savings and Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Caton Companies Employee Savings and Retirement Plan side-by-side with 3 peers →

The Caton Companies Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Batesville Savings Plan in IN ($25M); by covered participants it is Intermountain Nutrition LLC Retirement Plan in UT (346 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (346 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 The Caton Companies Employee Savings and Retirement Plan assets move in 2023? ▼
The Caton Companies Employee Savings and Retirement Plan grew sharply - up 19.2% during 2023, from $21M to $25M. Reported net income was $4M.
How have The Caton Companies plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Caton Companies's sponsor-wide assets grew 20.4%, from $25M to $30M.
Where does The Caton Companies Employee Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
The Caton Companies Employee Savings and Retirement 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 401(k) plans are similar in size to The Caton Companies Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Batesville Savings Plan in IN ($25M, 787 participants).
Which 401(k) plans cover a similar participant headcount to The Caton Companies Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermountain Nutrition LLC Retirement Plan in UT (346 participants, $159K 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 990387761.

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.