Other · DOL Form 5500 · 2024
Catalight Foundation Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 759
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $34,557
- Avg per participant Low balance/head
Official DOL plan name: Catalight Foundation 403(b) Plan · Sponsored by Catalight Foundation · California · Healthcare & Social Assistance
$26M in assets, 759 participants
Catalight Foundation's Catalight Foundation 403(b) Plan reported $26M in total assets and 759 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,337 in Healthcare & Social Assistance (16,916 peers)
Where Catalight Foundation 403(b) Plan sits by assets
Catalight Foundation 403(b) Plan sits in the top quartile of all filed plans by assets, $26M for 759 participants (~$34,557/participant), up 8.7% in 2024.
- #13,337
- in Healthcare & Social Assistance (16,916 peers)
- +8.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Catalight Foundation 403(b) Plan's outsized position by total assets
Catalight Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,228,463 Top 25% higher than 75% 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
Catalight Foundation 403(b) 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. Catalight Foundation 403(b) Plan sits mid-pack in the medium band (759 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catalight Foundation 403(b) Plan reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Catalight Foundation 403(b) Plan reported participants rose from 696 in the plan year 2023 filing to 759 in the plan year 2024 filing.
- Catalight Foundation 403(b) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 943120231 · Catalight Foundation PY 2024 · Other
Catalight Foundation 403(b) Plan · $26M · 759 · 75th
- 5500 $26M
- 5500 759
- 5500 75th
- 5500 Other
- 5500 near Lancaster Country Day School Section 403(b) Plan
- 5500 ind #13337
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Catalight Foundation 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 943120231 |
| Plan Effective Date | 2009-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catalight Foundation)
Sponsor-wide plan assets over time
All Catalight Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 55.83883549542929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 586 | $17M |
| 2023 | 1 | 696 | $24M |
| 2024 | 1 | 759 | $26M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Catalight Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lancaster Country Day School Section 403(b) Plan in PA ($26M); by covered participants it is Tennessee Association of Independent Schools Multiple Employer Plan in TN (759 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (759 participants); asset peers above are excluded.
- Tennessee Association of Independent Schools Multiple Employer Plan (TN) 759 · 0 off
- Rest Haven Christian Services Care Plan (IL) 758 · 1 off
- The Highlands Long Term Care Retirement Plan (NY) 760 · 1 off
- Variety Care, Inc. 403(b) Plan (OK) 758 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.