401(k) · DOL Form 5500 · 2024

Cate Equipment Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
50
Participants Small participant base
47th
Percentile by assets National rank
$130,237
Avg per participant Near avg balance/head
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Official DOL plan name: Cate Equipment Company 401(k) Plan · Sponsored by Cate Equipment Company · Utah · Wholesale Trade

$7M in assets, 50 participants

Cate Equipment Company's Cate Equipment Company 401(k) Plan reported $7M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,220 in Wholesale Trade (6,080 peers)

Cate Equipment Company multi-year trail

Cate Equipment Company's plans moved +47.8% in assets from 2022 to 2024; this filing shows Cate Equipment Company 401(k) Plan at $7M / 50 participants.

#2,220
in Wholesale Trade (6,080 peers)
+18.8%
assets growth YoY

Cate Equipment Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Cate Equipment Company 401(k) Plan vs every filed plan by assets

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

$6,511,861 47th percentile higher than 47% 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

Cate Equipment Company 401(k) 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. Cate Equipment Company 401(k) Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cate Equipment Company 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Cate Equipment Company 401(k) Plan reported participants rose from 46 in the plan year 2023 filing to 50 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870202960 · Cate Equipment Company PY 2024 · 401(k)

Cate Equipment Company 401(k) Plan · $7M · 50 · 47th

  • PCT $7M
  • PCT 50
  • PCT 47th
  • PCT 401(k)
  • PCT near Bland Landscaping Company, Inc. 401(k) Profit Sharing Plan & Trust
  • PCT ind #2220

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 Wholesale Trade retirement plans → · Plans in Utah →

Cate Equipment Company 401(k) Plan in the asset neighbourhood

Cate Equipment Company 401(k) PlanCate Equipment Company 401(k…$7MBland Landscaping Company, Inc. 401(k) Profit Sharing Plan & TrustBland Landscaping Company, I…$7MRedwood Trading, LLC 401(k) PlanRedwood Trading, LLC 401(k) …$7MSquare Deal Machining, Inc. 401(k) PlanSquare Deal Machining, Inc. …$7MJewish Home and Care Center, Inc. 401(k) PlanJewish Home and Care Center,…$7M
End-of-year total assets ($M) among Cate Equipment Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cate Equipment Company multi-year asset trail

Sponsor-wide plan assets over time

All Cate Equipment Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 47.78487038250364% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.41M $6.51M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 45 $4M
2023 1 46 $5M
2024 1 50 $7M

Cate Equipment Company filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN870202960
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Cate Equipment Company 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Cate Equipment Company 401(k) Plan, Total assets ($B): 0.006511861 · Participants: 50Cate Equipment Company 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Cate Equipment Company 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Cate Equipment Company 401(k) Plan side-by-side with 3 peers →

Cate Equipment Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Bland Landscaping Company, Inc. 401(k) Profit Sharing Plan & Trust in NC ($7M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Cate Equipment Company 401(k) Plan assets move in 2024? ▼
Cate Equipment Company 401(k) Plan grew sharply - up 18.8% during 2024, from $5M to $7M. Reported net income was $1M.
How have Cate Equipment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cate Equipment Company's sponsor-wide assets grew 47.8%, from $4M to $7M.
Which 401(k) plans are similar in size to Cate Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bland Landscaping Company, Inc. 401(k) Profit Sharing Plan & Trust in NC ($7M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Cate Equipment Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advata 401(k) Plan in TX (50 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 870202960.

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.