Other · DOL Form 5500 · 2023

Catalyst Inc. Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
81
Participants Small participant base
76th
Percentile by assets National rank
$295,051
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Catalyst Inc. 403(b) Defined Contribution Plan · Sponsored by Catalyst Inc. · New York · Educational Services

$24M in assets, 81 participants

Catalyst Inc.'s Catalyst Inc. 403(b) Defined Contribution Plan reported $24M in total assets and 81 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.

  • #2,230 in Educational Services (3,735 peers)

Where Catalyst Inc. 403(b) Defined Contribution Plan sits by assets

Catalyst Inc. 403(b) Defined Contribution Plan sits in the top quartile of all filed plans by assets, $24M for 81 participants (~$295,051/participant), up 15.3% in 2023.

#2,230
in Educational Services (3,735 peers)
+15.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Catalyst Inc. 403(b) Defined Contribution Plan's outsized position by total assets

Catalyst Inc. 403(b) Defined Contribution Plan vs every filed plan by assets

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

$23,899,135 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

Catalyst Inc. 403(b) Defined Contribution Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catalyst Inc. 403(b) Defined Contribution Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catalyst Inc. 403(b) Defined Contribution Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Catalyst Inc. 403(b) Defined Contribution Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Catalyst Inc. 403(b) Defined Contribution Plan reported participants rose from 79 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131992402 · Catalyst Inc. PY 2023 · Other

Catalyst Inc. 403(b) Defined Contribution Plan · $24M · 81 · 76th

  • SCH $24M
  • SCH 81
  • SCH 76th
  • SCH Other
  • SCH near Austin College Tax-Deferred Annuity Plan
  • SCH ind #2230

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 New York →

Catalyst Inc. 403(b) Defined Contribution Plan in the asset neighbourhood

Annunciation Orthodox School Defined Contribution Retirement PlanAnnunciation Orthodox School…$24MAustin College Tax-Deferred Annuity PlanAustin College Tax-Deferred …$24MStewart Memorial Community Hospital Internal Revenue Code Section 403(b)Stewart Memorial Community H…$24MCatalyst Inc. 403(b) Defined Contribution PlanCatalyst Inc. 403(b) Defined…$24MMiddlesex School Savings Plan$24M
End-of-year total assets ($M) among Catalyst Inc. 403(b) Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN131992402
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalyst Inc.)

Sponsor-wide plan assets over time

All Catalyst Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 60.48115346094042% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.7M $33.3M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 79 $21M
2023 1 81 $24M
2024 1 76 $33M

Nearby Other Plans in New York

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

Catalyst Inc. 403(b) Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Catalyst Inc. 403(b) Defined Contribution Plan, Total assets ($B): 0.023899135 · Participants: 81Catalyst Inc. 403(b) Defined Contribution PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Catalyst Inc. 403(b) Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
Compare Catalyst Inc. 403(b) Defined Contribution Plan side-by-side with 3 peers →

Catalyst Inc. 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Austin College Tax-Deferred Annuity Plan in TX ($24M); by covered participants it is Walnut Hill School Defined Contribution Retirement Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Catalyst Inc. 403(b) Defined Contribution Plan assets move in 2023? ▼
Catalyst Inc. 403(b) Defined Contribution Plan grew sharply - up 15.3% during 2023, from $21M to $24M. Reported net income was $3M.
How have Catalyst Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalyst Inc.'s sponsor-wide assets grew 60.5%, from $21M to $33M.
Where does Catalyst Inc. 403(b) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Catalyst Inc. 403(b) Defined Contribution 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 Other plans are similar in size to Catalyst Inc. 403(b) Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Austin College Tax-Deferred Annuity Plan in TX ($24M, 298 participants).
Which Other plans cover a similar participant headcount to Catalyst Inc. 403(b) Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Walnut Hill School Defined Contribution Retirement Plan in MA (81 participants, $18M 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 131992402.

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.