ESOP · DOL Form 5500 · 2024

The Catalyst Group Holding, Inc. ESOP

Data updated 2026-08-25

$3K
Total assets Small plan by assets
9
Participants Small participant base
1st
Percentile by assets National rank
$332
Avg per participant Low balance/head
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Official DOL plan name: Tcgh ESOP Plan · Sponsored by The Catalyst Group Holding, Inc. · Pennsylvania · Professional & Technical Services

$3K in assets, 9 participants

The Catalyst Group Holding, Inc.'s Tcgh ESOP Plan reported $3K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #163 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Tcgh ESOP Plan holds $3K for 9 participants - about $332 per participant, among the smaller plans by assets on file.

#163
in Professional & Technical Services (20,173 peers)
+3.1%
assets growth YoY

Tcgh ESOP Plan among the smaller filed plans by assets

Tcgh ESOP Plan vs every filed plan by assets

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

$2,990 1st percentile higher than 1% 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

Tcgh ESOP 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. Tcgh ESOP Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tcgh ESOP Plan reported net income fell from $3K in the plan year 2023 filing to $90 in the plan year 2024 filing.
  • Tcgh ESOP Plan end-of-year assets rose from $3K in the plan year 2023 filing to $3K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 471393266 · The Catalyst Group Holding, Inc. PY 2024 · ESOP

Tcgh ESOP Plan · $3K · 9 · 1st

  • EBSA $3K
  • EBSA 9
  • EBSA 1st
  • EBSA ESOP
  • EBSA near Wheaton Securities Inc Employee Stock Ownership Plan and Trust
  • EBSA ind #163

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 What is an ESOP? → · Plans in Pennsylvania →

Tcgh ESOP Plan in the asset neighbourhood

Tcgh ESOP Plan$3KWheaton Securities Inc Employee Stock Ownership Plan and TrustWheaton Securities Inc Emplo…$3KTotal Quality Systems, Inc. ESOPTotal Quality Systems, Inc. …$3KFontana Lithograph, Inc. Employee Stock Ownership PlanFontana Lithograph, Inc. Emp…$3KC.I. Consulting Company Employee Stock Ownership PlanC.I. Consulting Company Empl…$4K
End-of-year total assets ($M) among Tcgh ESOP Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3K
Net Assets (End of Year)$3K
Net Income$90
Employer EIN471393266
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Catalyst Group Holding, Inc.)

Sponsor-wide plan assets over time

All The Catalyst Group Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3K 3.103448275862069% vs 2023
2024 filing year
$0M 20232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2023 1 9 $3K
2024 2 15 $3K

Nearby ESOP Plans in Pennsylvania

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

Tcgh ESOP Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Tcgh ESOP Plan, Total assets ($B): 0.00000299 · Participants: 9Tcgh ESOP PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Tcgh ESOP Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Tcgh ESOP Plan side-by-side with 3 peers →

Tcgh ESOP Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Wheaton Securities Inc Employee Stock Ownership Plan and Trust in IL ($3K); by covered participants it is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Tcgh ESOP Plan assets move in 2024? ▼
Tcgh ESOP Plan edged up modestly - up 3.1% during 2024, from $3K to $3K. Reported net income was $90.
How have The Catalyst Group Holding, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Catalyst Group Holding, Inc.'s sponsor-wide assets grew 3.1%, from $3K to $3K.
Where does Tcgh ESOP Plan rank by assets among Form 5500 filers? ▼
Tcgh ESOP Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Tcgh ESOP Plan? ▼
Among ESOP plans in other states, the closest by assets is Wheaton Securities Inc Employee Stock Ownership Plan and Trust in IL ($3K, N/A participants).
Which ESOP plans cover a similar participant headcount to Tcgh ESOP Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants, $11M 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 471393266.

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.