Defined Benefit (Pension) · DOL Form 5500 · 2024

Cathy Waterman, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Cathy Waterman, Inc. Defined Benefit Pension Plan · Sponsored by Cathy Waterman, Inc. · California · Retail Trade

$5M in assets, 2 participants

Cathy Waterman, Inc.'s Cathy Waterman, Inc. Defined Benefit Pension Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,262 in Retail Trade (8,048 peers)

Cathy Waterman, Inc. multi-year trail

Cathy Waterman, Inc.'s plans moved +12.8% in assets from 2022 to 2024; this filing shows Cathy Waterman, Inc. Defined Benefit Pension Plan at $5M / 2 participants.

#4,262
in Retail Trade (8,048 peers)
+5.8%
assets growth YoY

Cathy Waterman, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Retail Trade and all filers

Cathy Waterman, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$5,072,878 42nd percentile higher than 42% 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

Cathy Waterman, Inc. Defined Benefit Pension 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. Cathy Waterman, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cathy Waterman, Inc. Defined Benefit Pension Plan reported net income fell from $299K in the plan year 2023 filing to $277K in the plan year 2024 filing.
  • Cathy Waterman, Inc. Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 954562465 · Cathy Waterman, Inc. PY 2024 · Defined Benefit (Pension)

Cathy Waterman, Inc. Defined Benefit Pension Plan · $5M · 2 · 42nd

  • EOY $5M
  • 5500 2
  • ASSETS 42nd
  • PCT Defined Benefit (Pension)
  • EIN near Iron Workers Local 580 Shop Pension Fund
  • RANK ind #4262

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 Retail Trade retirement plans → · Plans in California →

Cathy Waterman, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Cathy Waterman, Inc. Defined Benefit Pension PlanCathy Waterman, Inc. Defined…$5MIron Workers Local 580 Shop Pension FundIron Workers Local 580 Shop …$5MHeathary Resources, Inc. Retirement PlanHeathary Resources, Inc. Ret…$5MHerschel Kulefsky, Esq. Retirement PlanHerschel Kulefsky, Esq. Reti…$5MThe Challenge Machinery Company Frozen Defined Benefit PlanThe Challenge Machinery Comp…$5M
End-of-year total assets ($M) among Cathy Waterman, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Cathy Waterman, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cathy Waterman, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.80883634875736% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M 202220232024 $4.5M $5.07M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 2 $5M
2024 1 2 $5M

Cathy Waterman, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$277K
Employer EIN954562465
Plan Effective Date1997-01-29
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cathy Waterman, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cathy Waterman, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.005072878 · Participants: 2Cathy Waterman, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Cathy Waterman, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Cathy Waterman, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Cathy Waterman, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Iron Workers Local 580 Shop Pension Fund in NY ($5M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Cathy Waterman, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Cathy Waterman, Inc. Defined Benefit Pension Plan grew at a solid clip - up 5.8% during 2024, from $5M to $5M. Reported net income was $277K.
How have Cathy Waterman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cathy Waterman, Inc.'s sponsor-wide assets grew 12.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Cathy Waterman, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iron Workers Local 580 Shop Pension Fund in NY ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cathy Waterman, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 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 954562465.

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.