401(k) · DOL Form 5500 · 2023

Cata, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 2
Participants Small participant base: 44th
Percentile by assets National rank: $2.5M
Avg per participant High balance/head

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Official DOL plan name: Cata, Inc. Profit Sharing Plan · Sponsored by Cata, Inc. · Ohio · Administrative & Support Services

$5M in assets, 2 participants

Cata, Inc.'s Cata, Inc. Profit Sharing Plan reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#2,922 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Cata, Inc. Profit Sharing Plan ranks #2,922 of 4,372 2023 filers by assets (579% of the sector average)-$5M for 2 participants.

#2,922
in Administrative & Support Services (4,372 peers): +5.6%
assets growth YoY

Cata, Inc. Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Cata, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,982,998 44th percentile higher than 44% 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

Cata, Inc. Profit Sharing 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. Cata, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cata, Inc. Profit Sharing Plan reported net income rose from -$151K in the plan year 2022 filing to $264K in the plan year 2023 filing.
Cata, Inc. Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 2 in the plan year 2023 filing.
Cata, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202865230 · Cata, Inc. PY 2023 · 401(k)

Cata, Inc. Profit Sharing Plan · $5M · 2 · 44th

EIN $5M
RANK 2
PHOTO 44th
IND 401(k)
EOY near Habitat for Humanity of Metro Denver 401(k) Plan
5500 ind #2922

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 Administrative & Support Services retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Cata, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$264K
Employer EIN	202865230
Plan Effective Date	2005-05-17
Filing Status	FILING RECEIVED

Sponsor Plan History (Cata, Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$5M
2023	1	2	$5M
2024	1	3	N/A

Nearby 401(k) Plans in Ohio

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

Cata, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Cata, Inc. Profit Sharing Plan side-by-side with 3 peers →

Cata, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Habitat for Humanity of Metro Denver 401(k) Plan in CO ($5M); 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 ($5M here).

Habitat for Humanity of Metro Denver 401(k) Plan (CO) $5M · 144
Anchor/Sk Hoff 401(k) Retirement Plan (OR) $5M · 54
Dnb National Bank 401(k) Profit Sharing Plan. (SD) $5M · 15
Houston Area Women's Center, Inc. 401(k) Plan (TX) $5M · 165

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.

Frequently Asked Questions

How did Cata, Inc. Profit Sharing Plan assets move in 2023? ▼

Cata, Inc. Profit Sharing Plan grew at a solid clip - up 5.6% during 2023, from $5M to $5M. Reported net income was $264K.

Which 401(k) plans are similar in size to Cata, Inc. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Habitat for Humanity of Metro Denver 401(k) Plan in CO ($5M, 144 participants).

Which 401(k) plans cover a similar participant headcount to Cata, Inc. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202865230.