401(k) · DOL Form 5500 · 2024
Catclar Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $843,749
- Avg per participant High balance/head
Official DOL plan name: Catclar Investments, LLC 401(k) Plan · Sponsored by Catclar Investments, LLC · Arizona · Professional & Technical Services
$2M in assets, 2 participants
Catclar Investments, LLC's Catclar Investments, LLC 401(k) Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,671 in Professional & Technical Services (20,173 peers)
2024 asset change
Catclar Investments, LLC 401(k) Plan surged 34.0% in 2024 ($1M → $2M) for 2 participants.
- #4,671
- in Professional & Technical Services (20,173 peers)
- +34.0%
- assets growth YoY
Catclar Investments, LLC 401(k) Plan among the smaller filed plans by assets
Catclar Investments, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,687,497 28th percentile higher than 28% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Catclar Investments, LLC 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catclar Investments, LLC 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catclar Investments, LLC 401(k) Plan reported net income rose from -$187K in the plan year 2023 filing to $428K in the plan year 2024 filing.
- Catclar Investments, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Catclar Investments, LLC 401(k) Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 861040331 · Catclar Investments, LLC PY 2024 · 401(k)
Catclar Investments, LLC 401(k) Plan · $2M · 2 · 28th
- NET $2M
- BOOK 2
- VS-ST 28th
- BOY 401(k)
- SCH near J. Thomas & Company, Inc. Profit Sharing Plan
- EBSA ind #4671
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Catclar Investments, LLC 401(k) Plan in the asset neighbourhood
Catclar Investments, LLC years around the 2024 move
Sponsor-wide plan assets over time
All Catclar Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 2.8639194788950295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 2 | $2M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $428K |
| Employer EIN | 861040331 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Catclar Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is J. Thomas & Company, Inc. Profit Sharing Plan in OH ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.