401(k) · DOL Form 5500 · 2023
Qualified Category Inc 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $640,765
- Avg per participant High balance/head
Official DOL plan name: Qualified Category Inc Employee Stock Ownership Plan · Sponsored by Qualified Category Inc · California · Professional & Technical Services
$1M in assets, 2 participants
Qualified Category Inc's Qualified Category Inc Employee Stock Ownership Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,328 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Qualified Category Inc Employee Stock Ownership Plan holds $1M for 2 participants - about $640,765 per participant, in the lower half of filed plans by assets.
- #4,328
- in Professional & Technical Services (20,321 peers)
- -5.0%
- assets change YoY
The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Qualified Category Inc Employee Stock Ownership Plan among the smaller filed plans by assets
Qualified Category Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,281,530 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Qualified Category Inc Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Qualified Category Inc Employee Stock Ownership Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Qualified Category Inc Employee Stock Ownership Plan reported net income fell from $56K in the plan year 2022 filing to -$68K in the plan year 2023 filing.
- Qualified Category Inc Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 274360205 · Qualified Category Inc PY 2023 · 401(k)
Qualified Category Inc Employee Stock Ownership Plan · $1M · 2 · 26th
- EOY $1M
- 5500 2
- ASSETS 26th
- PCT 401(k)
- EIN near Regina L. Lewis, D.D.S., Inc. 401(k) Plan
- RANK ind #4328
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 California →
Qualified Category Inc Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$68K |
| Employer EIN | 274360205 |
| Plan Effective Date | 2010-11-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Qualified Category Inc)
Sponsor-wide plan assets over time
All Qualified Category Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 7.0391009297890355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Qualified Category Inc Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Regina L. Lewis, D.D.S., Inc. 401(k) Plan in TX ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.