401(k) · DOL Form 5500 · 2024

Catalina Island Company 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
321
Participants Below avg headcount
76th
Percentile by assets National rank
$84,919
Avg per participant Below avg balance/head
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Official DOL plan name: Santa Catalina Island Savings Plan · Sponsored by Catalina Island Company · California · Food Services & Accommodation

$27M in assets, 321 participants

Catalina Island Company's Santa Catalina Island Savings Plan reported $27M in total assets and 321 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #3,430 in Food Services & Accommodation (3,672 peers)

Where Santa Catalina Island Savings Plan sits by assets

Santa Catalina Island Savings Plan sits in the top quartile of all filed plans by assets, $27M for 321 participants (~$84,919/participant), up 13.2% in 2024.

#3,430
in Food Services & Accommodation (3,672 peers)
+13.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Santa Catalina Island Savings Plan's outsized position by total assets

Santa Catalina Island Savings Plan vs every filed plan by assets

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

$27,258,970 Top 24% higher than 76% 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

Santa Catalina Island Savings 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. Santa Catalina Island Savings Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Santa Catalina Island Savings Plan reported participants fell from 381 in the plan year 2023 filing to 321 in the plan year 2024 filing.
  • Santa Catalina Island Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Santa Catalina Island Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330672690 · Catalina Island Company PY 2024 · 401(k)

Santa Catalina Island Savings Plan · $27M · 321 · 76th

  • NET $27M
  • NET 321
  • NET 76th
  • NET 401(k)
  • NET near Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust
  • NET ind #3430

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 →

Santa Catalina Island Savings Plan in the asset neighbourhood

Santa Catalina Island Savings PlanSanta Catalina Island Saving…$27MPueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Santa Ana Commerci…$27MMdj&w 401(k) Plan$27MTld USA Profit Sharing and Savings PlanTld USA Profit Sharing and S…$27MChildren's Center for Digestive Healthcare, LLC 401(k) Profit Sharing PlanChildren's Center for Digest…$27M
End-of-year total assets ($M) among Santa Catalina Island Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN330672690
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalina Island Company)

Sponsor-wide plan assets over time

All Catalina Island Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 28.50474460178359% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $27.3M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 364 $21M
2023 1 381 $24M
2024 1 321 $27M

Nearby 401(k) Plans in California

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

Santa Catalina Island Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Santa Catalina Island Savings Plan, Total assets ($B): 0.02725897 · Participants: 321Santa Catalina Island Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Santa Catalina Island Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Catalina Island Savings Plan side-by-side with 3 peers →

Santa Catalina Island Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust in NM ($27M); by covered participants it is Investar Holding Corporation 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Santa Catalina Island Savings Plan assets move in 2024? ▼
Santa Catalina Island Savings Plan grew at a solid clip - up 13.2% during 2024, from $24M to $27M. Reported net income was $3M.
How have Catalina Island Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalina Island Company's sponsor-wide assets grew 28.5%, from $21M to $27M.
Where does Santa Catalina Island Savings Plan rank by assets among Form 5500 filers? ▼
Santa Catalina Island Savings Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Santa Catalina Island Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust in NM ($27M, 716 participants).
Which 401(k) plans cover a similar participant headcount to Santa Catalina Island Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Investar Holding Corporation 401(k) Plan in LA (321 participants, $27M 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 330672690.

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.