Profit Sharing · DOL Form 5500 · 2023

Cate School Corporation Profit Sharing Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
114
Participants Small participant base
72nd
Percentile by assets National rank
$166,678
Avg per participant Above avg balance/head
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Official DOL plan name: Cate School Corporation Profit Sharing Plan · Sponsored by Cate School Corporation · California · Educational Services

$19M in assets, 114 participants

Cate School Corporation's Cate School Corporation Profit Sharing Plan reported $19M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,039 in Educational Services (3,735 peers)

Coverage in California

Cate School Corporation Profit Sharing Plan covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $19M.

#2,039
in Educational Services (3,735 peers)
+12.7%
assets growth YoY

Cate School Corporation Profit Sharing Plan's outsized position by total assets

Cate School Corporation Profit Sharing Plan vs every filed plan by assets

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

$19,001,313 Top 28% higher than 72% 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

Cate School Corporation Profit Sharing 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. Cate School Corporation Profit Sharing Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cate School Corporation Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cate School Corporation Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Cate School Corporation Profit Sharing Plan reported participants fell from 120 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951644630 · Cate School Corporation PY 2023 · Profit Sharing

Cate School Corporation Profit Sharing Plan · $19M · 114 · 72nd

  • EOY $19M
  • 5500 114
  • ASSETS 72nd
  • PCT Profit Sharing
  • EIN near Dunwoody Village 403(b)Plan
  • RANK ind #2039

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 Educational Services retirement plans → · Plans in California →

Cate School Corporation Profit Sharing Plan in the asset neighbourhood

The Key Program, Inc. Profit Sharing PlanThe Key Program, Inc. Profit…$19MCate School Corporation Profit Sharing PlanCate School Corporation Prof…$19MDunwoody Village 403(b)Plan$19MQvi Profit Sharing Retirement PlanQvi Profit Sharing Retiremen…$19MIncodema Retirement Plan$19M
End-of-year total assets ($M) among Cate School Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN951644630
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cate School Corporation)

Sponsor-wide plan assets over time

All Cate School Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$62M 23.27889936510609% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.1M $61.7M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 253 $50M
2023 2 244 $57M
2024 2 265 $62M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cate School Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Cate School Corporation Profit Sharing Plan, Total assets ($B): 0.019001313 · Participants: 114Cate School Corporation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Cate School Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Cate School Corporation Profit Sharing Plan side-by-side with 3 peers →

Cate School Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dunwoody Village 403(b)Plan in PA ($19M); by covered participants it is The Contractors Retirement Plan in AK (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Cate School Corporation Profit Sharing Plan assets move in 2023? ▼
Cate School Corporation Profit Sharing Plan grew at a solid clip - up 12.7% during 2023, from $17M to $19M. Reported net income was $2M.
How have Cate School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cate School Corporation's sponsor-wide assets grew 23.3%, from $50M to $62M.
Which Profit Sharing plans are similar in size to Cate School Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dunwoody Village 403(b)Plan in PA ($19M, 450 participants).
Which Profit Sharing plans cover a similar participant headcount to Cate School Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Contractors Retirement Plan in AK (114 participants, $7M 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 951644630.

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.