Profit Sharing · DOL Form 5500 · 2024

Catsuga Investments Profit Sharing Plan

Data updated 2026-08-25

$210K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$209,816
Avg per participant Above avg balance/head
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Official DOL plan name: Catsuga Investments Retirement Plan · Sponsored by Catsuga Investments · California · Food Services & Accommodation

$210K in assets, 1 participants

Catsuga Investments's Catsuga Investments Retirement Plan reported $210K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,015 in Food Services & Accommodation (3,672 peers)

Catsuga Investments multi-year trail

Catsuga Investments's plans moved -26.8% in assets from 2023 to 2024; this filing shows Catsuga Investments Retirement Plan at $210K / 1 participant.

#1,015
in Food Services & Accommodation (3,672 peers)
-26.8%
assets change YoY

The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catsuga Investments Retirement Plan among the smaller filed plans by assets

Catsuga Investments Retirement Plan vs every filed plan by assets

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

$209,816 11th percentile higher than 11% 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

Catsuga Investments Retirement 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. Catsuga Investments Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Catsuga Investments Retirement Plan reported net income fell from $287K in the plan year 2023 filing to -$77K in the plan year 2024 filing.
  • Catsuga Investments Retirement Plan end-of-year assets fell from $287K in the plan year 2023 filing to $210K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 884374577 · Catsuga Investments PY 2024 · Profit Sharing

Catsuga Investments Retirement Plan · $210K · 1 · 11th

  • PCT $210K
  • EIN 1
  • RANK 11th
  • PHOTO Profit Sharing
  • IND near John M. Olis, Dds, Profit Sharing Pension Plan
  • EOY ind #1015

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 Food Services & Accommodation retirement plans → · Plans in California →

Catsuga Investments Retirement Plan in the asset neighbourhood

Catsuga Investments Retirement PlanCatsuga Investments Retireme…$210KJohn M. Olis, Dds, Profit Sharing Pension PlanJohn M. Olis, Dds, Profit Sh…$210KInstituto De Ojos Y Piel, Inc. Retirement PlanInstituto De Ojos Y Piel, In…$210KCummin Properties, Inc. Retirement PlanCummin Properties, Inc. Reti…$210KBeeswax Not Yours Retirement PlanBeeswax Not Yours Retirement…$210K
End-of-year total assets ($M) among Catsuga Investments Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Catsuga Investments multi-year asset trail

Sponsor-wide plan assets over time

All Catsuga Investments plans reported in each filing year

Latest sponsor-wide plan assets
$210K 26.793645698495162% vs 2023
2024 filing year
$0.2M$0.25M$0.3M 20232024 $0.29M $0.21M ▼ -27.6%
Year Plans Participants Total Assets
2023 1 1 $287K
2024 1 1 $210K

Catsuga Investments filing trail (2024)

Total Assets (Beginning of Year)$287K
Net Assets (End of Year)$210K
Net Income-$77K
Employer EIN884374577
Plan Effective Date2023-02-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Catsuga Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Catsuga Investments Retirement Plan, Total assets ($B): 0.000209816 · Participants: 1Catsuga Investments Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Catsuga Investments Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Catsuga Investments Retirement Plan side-by-side with 3 peers →

Catsuga Investments Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is John M. Olis, Dds, Profit Sharing Pension Plan in OH ($210K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Catsuga Investments Retirement Plan assets move in 2024? ▼
Catsuga Investments Retirement Plan declined sharply - down 26.8% during 2024, from $287K to $210K. Reported net income was -$77K.
How have Catsuga Investments plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Catsuga Investments's sponsor-wide assets declined 26.8%, from $287K to $210K.
Where does Catsuga Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Catsuga Investments Retirement Plan ranks in the 11th 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 Profit Sharing plans are similar in size to Catsuga Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John M. Olis, Dds, Profit Sharing Pension Plan in OH ($210K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Catsuga Investments Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 884374577.

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.