401(k)
2024 plan-year 401(k) DOL Form 5500

Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Catania-Spagna Corporation · Massachusetts · Wholesale Trade

What the 2023 filing shows

Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust holds $26M for 210 participants — about $125,197 per participant, up 5.6% over the 2024 plan year.

$26M
total plan assets (2024 EOY)
210
covered participants
$125,197
avg assets per participant
+5.6%
assets growth YoY
Total Assets (2023)
$26M
Participants
210
Industry
Wholesale Trade

What the Filing Says About Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust

Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust is a 401(k) retirement plan sponsored by Catania-Spagna Corporation, headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 210 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 042056795, and the plan has been effective since 1982-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $25M at the beginning of 2024 to $26M at year-end — a gain of 5.6%. Net assets (after liabilities) closed the year at $26M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$25M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$1M
Plan Type401(k)
Employer EIN042056795
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catania-Spagna Corporation)

Year Plans Participants Total Assets
2022 1 162 $21M
2023 1 183 $25M
2024 1 210 $26M

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Frequently Asked Questions

How much money is in the Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust?
As of the 2024 Form 5500 filing, Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust holds $26M in total assets with 210 participants. It is sponsored by Catania-Spagna Corporation.
What type of plan is Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust?
Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust is a 401(k) plan. It has been effective since 1982-07-01. The plan is filed with the U.S. Department of Labor under EIN 042056795.
Who sponsors the Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust?
Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust is sponsored by Catania-Spagna Corporation, located in Massachusetts. The sponsor's EIN is 042056795 and the plan operates in the Wholesale Trade industry.
How did Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust perform in 2024?
Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust grew by 5.6% during 2024, moving from $25M to $26M in total assets. Net income was $1M.
Where can I find official filings for Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust?
Official Form 5500 filings for Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042056795 or plan name at efast.dol.gov.
How does Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust compare to other plans?
You can compare Catania-Spagna Corporation Profit Sharing & 401(k) Plan & Trust against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042056795.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.