401(k) · DOL Form 5500 · 2024
Catalina Channel Express, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 265
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $113,717
- Avg per participant Below avg balance/head
Official DOL plan name: Catalina Channel Express, Inc. 401(k) Plan and Trust · Sponsored by Catalina Channel Express, Inc. · California · Food Services & Accommodation
$30M in assets, 265 participants
Catalina Channel Express, Inc.'s Catalina Channel Express, Inc. 401(k) Plan and Trust reported $30M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #3,454 in Food Services & Accommodation (3,672 peers)
Coverage in California
Catalina Channel Express, Inc. 401(k) Plan and Trust covers 265 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $30M.
- #3,454
- in Food Services & Accommodation (3,672 peers)
- +12.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Catalina Channel Express, Inc. 401(k) Plan and Trust's outsized position by total assets
Catalina Channel Express, Inc. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,134,882 Top 23% higher than 77% 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
Catalina Channel Express, Inc. 401(k) Plan and Trust 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. Catalina Channel Express, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catalina Channel Express, Inc. 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Catalina Channel Express, Inc. 401(k) Plan and Trust end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Catalina Channel Express, Inc. 401(k) Plan and Trust reported participants rose from 236 in the plan year 2023 filing to 265 in the plan year 2024 filing.
DOL schedule card
Filing strip 953650406 · Catalina Channel Express, Inc. PY 2024 · 401(k)
Catalina Channel Express, Inc. 401(k) Plan and Trust · $30M · 265 · 77th
- EBSA $30M
- PART 265
- TYPE 77th
- NET 401(k)
- BOOK near Superior Electric Great Lakes 401(k) Plan
- VS-ST ind #3454
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 →
Catalina Channel Express, Inc. 401(k) Plan and Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 953650406 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catalina Channel Express, Inc.)
Sponsor-wide plan assets over time
All Catalina Channel Express, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 19.856232413261292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $25M |
| 2023 | 1 | 236 | $27M |
| 2024 | 1 | 265 | $30M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Catalina Channel Express, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Superior Electric Great Lakes 401(k) Plan in MI ($30M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Territorial Savings Bank 401(k) Plan (HI) 265 · 0 off
- Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan (MO) 265 · 0 off
- Helm Group, Inc. 401(k) Plan (IL) 265 · 0 off
- Tpd 401(k) Plan (PA) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.