401(k) · DOL Form 5500 · 2024

Catalyst Investors, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
13
Participants Small participant base
65th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Catalyst Investors, LLC 401(k) Profit Sharing Plan · Sponsored by Catalyst Investors, LLC · New York · Finance & Insurance

$16M in assets, 13 participants

Catalyst Investors, LLC's Catalyst Investors, LLC 401(k) Profit Sharing Plan reported $16M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,210 in Finance & Insurance (8,549 peers)

Catalyst Investors, LLC multi-year trail

Catalyst Investors, LLC's plans moved +18.8% in assets from 2022 to 2024; this filing shows Catalyst Investors, LLC 401(k) Profit Sharing Plan at $16M / 13 participants.

#4,210
in Finance & Insurance (8,549 peers)
+2.3%
assets growth YoY

Catalyst Investors, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Catalyst Investors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,566,158 Top 35% higher than 65% of 123,620 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 2024

Catalyst Investors, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catalyst Investors, LLC 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Catalyst Investors, LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $353K in the plan year 2024 filing.
  • Catalyst Investors, LLC 401(k) Profit Sharing Plan reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Catalyst Investors, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 522221276 · Catalyst Investors, LLC PY 2024 · 401(k)

Catalyst Investors, LLC 401(k) Profit Sharing Plan · $16M · 13 · 65th

  • RANK $16M
  • PHOTO 13
  • IND 65th
  • EOY 401(k)
  • 5500 near Education Analytics 401(k) Plan
  • ASSETS ind #4210

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 Finance & Insurance retirement plans → · Plans in New York →

Catalyst Investors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Catalyst Investors, LLC 401(k) Profit Sharing PlanCatalyst Investors, LLC 401(…$16MEducation Analytics 401(k) PlanEducation Analytics 401(k) P…$16MRule Joy Trammell & Rubio 401(k) Retirement PlanRule Joy Trammell & Rubio 40…$16MAvid Products, Inc. Employee Stock Ownership 401(k) PlanAvid Products, Inc. Employee…$16MB & H Construction 401(k) PlanB & H Construction 401(k) Pl…$16M
End-of-year total assets ($M) among Catalyst Investors, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Catalyst Investors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Catalyst Investors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 18.757035535275158% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.1M $15.6M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 15 $13M
2023 1 12 $15M
2024 1 13 $16M

Catalyst Investors, LLC filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$353K
Employer EIN522221276
Plan Effective Date2000-04-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Catalyst Investors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Catalyst Investors, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.015566158 · Participants: 13Catalyst Investors, LLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Catalyst Investors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Catalyst Investors, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Catalyst Investors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Education Analytics 401(k) Plan in WI ($16M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Catalyst Investors, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Catalyst Investors, LLC 401(k) Profit Sharing Plan edged up modestly - up 2.3% during 2024, from $15M to $16M. Reported net income was $353K.
How have Catalyst Investors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalyst Investors, LLC's sponsor-wide assets grew 18.8%, from $13M to $16M.
Which 401(k) plans are similar in size to Catalyst Investors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Education Analytics 401(k) Plan in WI ($16M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Catalyst Investors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522221276.

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.