401(k) · DOL Form 5500 · 2024

Catalyze, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 101
Participants Small participant base: 47th
Percentile by assets National rank: $63,835
Avg per participant Low balance/head

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Official DOL plan name: Catalyze, LLC 401(k) Retirement Plan · Sponsored by Catalyze, LLC · Texas · Utilities

$6M in assets, 101 participants

Catalyze, LLC's Catalyze, LLC 401(k) Retirement Plan reported $6M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

#137 in Utilities (732 peers)

Coverage in Texas

Catalyze, LLC 401(k) Retirement Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#137
in Utilities (732 peers): +33.0%
assets growth YoY

Catalyze, LLC 401(k) Retirement Plan's mid-pack asset rank among Utilities and all filers

Catalyze, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$6,447,306 47th percentile higher than 47% 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

Catalyze, LLC 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catalyze, LLC 401(k) Retirement Plan sits mid-pack in the medium band (101 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Catalyze, LLC 401(k) Retirement Plan reported participants fell from 162 in the plan year 2023 filing to 101 in the plan year 2024 filing.
Catalyze, LLC 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 821814423 · Catalyze, LLC PY 2024 · 401(k)

Catalyze, LLC 401(k) Retirement Plan · $6M · 101 · 47th

PCT $6M
PCT 101
PCT 47th
PCT 401(k)
PCT near Caras & Shulman, PC 401(k) Profit Sharing Plan
PCT ind #137

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 Utilities retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Catalyze, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	821814423
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Catalyze, LLC)

Latest sponsor-wide plan assets: $6M 97.71881284795418% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	101	$3M
2023	1	162	$5M
2024	1	101	$6M

Nearby 401(k) Plans in Texas

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

Catalyze, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Catalyze, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Catalyze, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Caras & Shulman, PC 401(k) Profit Sharing Plan in MA ($6M); by covered participants it is Mnl 401(k) Plan in MN (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Caras & Shulman, PC 401(k) Profit Sharing Plan (MA) $6M · 20
Performance Radiator Pacific LLC 401(k) Plan (WA) $6M · 210
Advanced Micro Controls, Inc. 401(k) Plan (CT) $6M · 38
401(k) Profit Sharing Plan for Employees of Holy Cross Head Start, Inc. (NY) $6M · 170

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

Mnl 401(k) Plan (MN) 101 · 0 off
Sunshine Acres Retirement Plan (AZ) 101 · 0 off
Earthcore Industries, LLC 401(k) Plan (FL) 101 · 0 off
Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust (PA) 101 · 0 off

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 Catalyze, LLC 401(k) Retirement Plan assets move in 2024? ▼

Catalyze, LLC 401(k) Retirement Plan surged - up 33.0% during 2024, from $5M to $6M. Reported net income was $2M.

How have Catalyze, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Catalyze, LLC's sponsor-wide assets grew 97.7%, from $3M to $6M.

Which 401(k) plans are similar in size to Catalyze, LLC 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Caras & Shulman, PC 401(k) Profit Sharing Plan in MA ($6M, 20 participants).

Which 401(k) plans cover a similar participant headcount to Catalyze, LLC 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mnl 401(k) Plan in MN (101 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 821814423.