401(k) · DOL Form 5500 · 2024

Catic Fincncial, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
240
Participants Below avg headcount
85th
Percentile by assets National rank
$216,948
Avg per participant Above avg balance/head
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Official DOL plan name: Catic Financial, Inc. 401(k) Plan · Sponsored by Catic Fincncial, Inc. · Connecticut · Finance & Insurance

$52M in assets, 240 participants

Catic Fincncial, Inc.'s Catic Financial, Inc. 401(k) Plan reported $52M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,515 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Catic Financial, Inc. 401(k) Plan covers 240 participants in Connecticut, about 33% of the average Connecticut filer (state average ~718 per filing). Assets: $52M.

#6,515
in Finance & Insurance (8,549 peers)
+19.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Catic Financial, Inc. 401(k) Plan's outsized position by total assets

Catic Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$52,067,532 Top 15% higher than 85% 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

Catic Financial, Inc. 401(k) 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. Catic Financial, Inc. 401(k) Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Catic Financial, Inc. 401(k) Plan end-of-year assets rose from $43M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Catic Financial, Inc. 401(k) Plan reported participants fell from 248 in the plan year 2023 filing to 240 in the plan year 2024 filing.
  • Catic Financial, Inc. 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060808125 · Catic Fincncial, Inc. PY 2024 · 401(k)

Catic Financial, Inc. 401(k) Plan · $52M · 240 · 85th

  • TYPE $52M
  • NET 240
  • BOOK 85th
  • VS-ST 401(k)
  • BOY near Restaurant Supply Chain Solutions Retirement Savings Plan
  • SCH ind #6515

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Catic Financial, Inc. 401(k) Plan in the asset neighbourhood

Fordharrison Partner & Staff Profit Sharing PlanFordharrison Partner & Staff…$52MCatic Financial, Inc. 401(k) PlanCatic Financial, Inc. 401(k)…$52MRestaurant Supply Chain Solutions Retirement Savings PlanRestaurant Supply Chain Solu…$52MTripp Scott, P.a. 401(k) Plan$52MLifelong Medical Care 403(b) PlanLifelong Medical Care 403(b)…$52M
End-of-year total assets ($M) among Catic Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$52M
Net Income$9M
Employer EIN060808125
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catic Fincncial, Inc.)

Sponsor-wide plan assets over time

All Catic Fincncial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 48.115584332866966% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.2M $52.1M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 231 $35M
2023 1 248 $43M
2024 1 240 $52M

Nearby 401(k) Plans in Connecticut

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

Catic Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Catic Financial, Inc. 401(k) Plan, Total assets ($B): 0.052067532 · Participants: 240Catic Financial, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Catic Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Catic Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Catic Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Restaurant Supply Chain Solutions Retirement Savings Plan in KY ($52M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Catic Financial, Inc. 401(k) Plan assets move in 2024? ▼
Catic Financial, Inc. 401(k) Plan grew sharply - up 19.7% during 2024, from $43M to $52M. Reported net income was $9M.
How have Catic Fincncial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catic Fincncial, Inc.'s sponsor-wide assets grew 48.1%, from $35M to $52M.
Where does Catic Financial, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Catic Financial, Inc. 401(k) Plan ranks in the 85th 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 Catic Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Restaurant Supply Chain Solutions Retirement Savings Plan in KY ($52M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Catic Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shangri-La 401(k) Plan in OR (240 participants, 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 060808125.

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.