401(k) · DOL Form 5500 · 2023

Catawba Indian Nation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
166
Participants Small participant base
26th
Percentile by assets National rank
$7,760
Avg per participant Low balance/head
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Official DOL plan name: Catawba Indian Nation 401(k) Plan · Sponsored by Catawba Indian Nation · South Carolina · Public Administration

$1M in assets, 166 participants

Catawba Indian Nation's Catawba Indian Nation 401(k) Plan reported $1M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #6 in Public Administration (80 peers)

Coverage in South Carolina

Catawba Indian Nation 401(k) Plan covers 166 participants in South Carolina, about 45% of the average South Carolina filer (state average ~369 per filing). Assets: $1M.

#6
in Public Administration (80 peers)
+78.2%
assets growth YoY

Catawba Indian Nation 401(k) Plan among the smaller filed plans by assets

Catawba Indian Nation 401(k) Plan vs every filed plan by assets

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

$1,288,237 26th percentile higher than 26% 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

Catawba Indian Nation 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. Catawba Indian Nation 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catawba Indian Nation 401(k) Plan reported net income rose from $153K in the plan year 2022 filing to $565K in the plan year 2023 filing.
  • Catawba Indian Nation 401(k) Plan end-of-year assets rose from $723K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Catawba Indian Nation 401(k) Plan reported participants rose from 138 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 571001665 · Catawba Indian Nation PY 2023 · 401(k)

Catawba Indian Nation 401(k) Plan · $1M · 166 · 26th

  • 5500 $1M
  • 5500 166
  • 5500 26th
  • 5500 401(k)
  • 5500 near Superior Medical Group, a Professional Corporation 401(k) Profit Sharing Plan
  • 5500 ind #6

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 Public Administration retirement plans → · Plans in South Carolina →

Catawba Indian Nation 401(k) Plan in the asset neighbourhood

Catawba Indian Nation 401(k) PlanCatawba Indian Nation 401(k)…$1MSuperior Medical Group, a Professional Corporation 401(k) Profit Sharing PlanSuperior Medical Group, a Pr…$1MPetite Coconut, Inc. Profit Sharing PlanPetite Coconut, Inc. Profit …$1MMesquite Rv and Boat Storage, Inc. 401(k) PlanMesquite Rv and Boat Storage…$1MAlcorn & Cureton, Ltd. Profit Sharing and 401(k) PlanAlcorn & Cureton, Ltd. Profi…$1M
End-of-year total assets ($M) among Catawba Indian Nation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$723K
Net Assets (End of Year)$1M
Net Income$565K
Employer EIN571001665
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catawba Indian Nation)

Sponsor-wide plan assets over time

All Catawba Indian Nation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 78.19122154721198% vs 2022
2023 filing year
$0.6M$0.8M$1M$1.2M$1.4M 20222023 $0.72M $1.29M ▲ +79.2%
Year Plans Participants Total Assets
2022 1 138 $723K
2023 1 166 $1M

Nearby 401(k) Plans in South Carolina

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

Catawba Indian Nation 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Catawba Indian Nation 401(k) Plan, Total assets ($B): 0.001288237 · Participants: 166Catawba Indian Nation 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Catawba Indian Nation 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Catawba Indian Nation 401(k) Plan side-by-side with 3 peers →

Catawba Indian Nation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Superior Medical Group, a Professional Corporation 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Catawba Indian Nation 401(k) Plan assets move in 2023? ▼
Catawba Indian Nation 401(k) Plan surged - up 78.2% during 2023, from $723K to $1M. Reported net income was $565K.
How have Catawba Indian Nation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Catawba Indian Nation's sponsor-wide assets grew 78.2%, from $723K to $1M.
Which 401(k) plans are similar in size to Catawba Indian Nation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Superior Medical Group, a Professional Corporation 401(k) Profit Sharing Plan in CA ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Catawba Indian Nation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 571001665.

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.