Profit Sharing · DOL Form 5500 · 2023

Cataumet Boats, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
21
Participants Small participant base
50th
Percentile by assets National rank
$314,861
Avg per participant High balance/head
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Official DOL plan name: Cataumet Boats, Inc. Profit Sharing Plan and Trust · Sponsored by Cataumet Boats, Inc. · Massachusetts · Retail Trade

$7M in assets, 21 participants

Cataumet Boats, Inc.'s Cataumet Boats, Inc. Profit Sharing Plan and Trust reported $7M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,058 in Retail Trade (8,414 peers)

Cataumet Boats, Inc. multi-year trail

Cataumet Boats, Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows Cataumet Boats, Inc. Profit Sharing Plan and Trust at $7M / 21 participants.

#5,058
in Retail Trade (8,414 peers)
+26.8%
assets growth YoY

Cataumet Boats, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Cataumet Boats, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,612,073 Top 50% higher than 50% 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

Cataumet Boats, Inc. Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cataumet Boats, Inc. Profit Sharing Plan and Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cataumet Boats, Inc. Profit Sharing Plan and Trust reported net income rose from $370K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cataumet Boats, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042495912 · Cataumet Boats, Inc. PY 2023 · Profit Sharing

Cataumet Boats, Inc. Profit Sharing Plan and Trust · $7M · 21 · 50th

  • 5500 $7M
  • ASSETS 21
  • PCT 50th
  • EIN Profit Sharing
  • RANK near Gray & Thurn Inc Profit Sharing Plan
  • PHOTO ind #5058

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 Massachusetts →

Cataumet Boats, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Cataumet Boats, Inc. Profit Sharing Plan and TrustCataumet Boats, Inc. Profit …$7MGray & Thurn Inc Profit Sharing PlanGray & Thurn Inc Profit Shar…$7MValley Community Counseling Services 403(b) PlanValley Community Counseling …$7MLouis F. Cainkar, Ltd. Profit Sharing PlanLouis F. Cainkar, Ltd. Profi…$7MLees Concrete Materials, Inc. Profit Sharing PlanLees Concrete Materials, Inc…$7M
End-of-year total assets ($M) among Cataumet Boats, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Cataumet Boats, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cataumet Boats, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 40.61294974899715% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.21M $7.33M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 21 $5M
2023 1 21 $7M
2024 1 22 $7M

Cataumet Boats, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN042495912
Plan Effective Date1977-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Cataumet Boats, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Cataumet Boats, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.006612073 · Participants: 21Cataumet Boats, Inc. Profit Sharing Plan and TrustConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Cataumet Boats, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Cataumet Boats, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Cataumet Boats, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Gray & Thurn Inc Profit Sharing Plan in CA ($7M); by covered participants it is Axon Childcare Services Company Retirement Plan in NC (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Cataumet Boats, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
Cataumet Boats, Inc. Profit Sharing Plan and Trust grew sharply - up 26.8% during 2023, from $5M to $7M. Reported net income was $1M.
How have Cataumet Boats, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cataumet Boats, Inc.'s sponsor-wide assets grew 40.6%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Cataumet Boats, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Gray & Thurn Inc Profit Sharing Plan in CA ($7M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Cataumet Boats, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Axon Childcare Services Company Retirement Plan in NC (21 participants, $3M 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 042495912.

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.