401(k) · DOL Form 5500 · 2024

The Caton Companies 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
350
Participants Below avg headcount
77th
Percentile by assets National rank
$85,096
Avg per participant Below avg balance/head
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Official DOL plan name: The Caton Companies Employee Savings and Retirement Plan · Sponsored by The Caton Companies · Virginia · Real Estate

$30M in assets, 350 participants

The Caton Companies's The Caton Companies Employee Savings and Retirement Plan reported $30M in total assets and 350 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.

  • #4,124 in Real Estate (4,605 peers)

Coverage in Virginia

The Caton Companies Employee Savings and Retirement Plan covers 350 participants in Virginia, about 45% of the average Virginia filer (state average ~782 per filing). Assets: $30M.

#4,124
in Real Estate (4,605 peers)
+20.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Caton Companies Employee Savings and Retirement Plan's outsized position by total assets

The Caton Companies Employee Savings and Retirement Plan vs every filed plan by assets

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

$29,783,572 Top 23% higher than 77% 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

The Caton Companies Employee Savings and Retirement 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. The Caton Companies Employee Savings and Retirement Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Caton Companies Employee Savings and Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Caton Companies Employee Savings and Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • The Caton Companies Employee Savings and Retirement Plan reported participants rose from 346 in the plan year 2023 filing to 350 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 990387761 · The Caton Companies PY 2024 · 401(k)

The Caton Companies Employee Savings and Retirement Plan · $30M · 350 · 77th

  • EBSA $30M
  • EBSA 350
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Octapharma USA, Inc. Retirement 401(k) Plan
  • EBSA ind #4124

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 Real Estate retirement plans → · Plans in Virginia →

The Caton Companies Employee Savings and Retirement Plan in the asset neighbourhood

The Caton Companies Employee Savings and Retirement PlanThe Caton Companies Employee…$30MOctapharma USA, Inc. Retirement 401(k) PlanOctapharma USA, Inc. Retirem…$30MMonin, Inc. 401(k) Profit Sharing PlanMonin, Inc. 401(k) Profit Sh…$30MMol-Son, LLC. Employees' Retirement - 401(k) Savings PlanMol-Son, LLC. Employees' Ret…$30MDfs Holding Company, LLC 401(k) PlanDfs Holding Company, LLC 401…$30M
End-of-year total assets ($M) among The Caton Companies Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN990387761
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Caton Companies)

Sponsor-wide plan assets over time

All The Caton Companies plans reported in each filing year

Latest sponsor-wide plan assets
$30M 20.378904756906415% vs 2023
2024 filing year
$24M$26M$28M$30M$32M 20232024 $24.7M $29.8M ▲ +20.4%
Year Plans Participants Total Assets
2023 1 346 $25M
2024 1 350 $30M

Nearby 401(k) Plans in Virginia

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

The Caton Companies Employee Savings and Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Caton Companies Employee Savings and Retirement Plan, Total assets ($B): 0.029783572 · Participants: 350The Caton Companies Employee Savings and Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
The Caton Companies Employee Savings and Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Caton Companies Employee Savings and Retirement Plan side-by-side with 3 peers →

The Caton Companies Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Octapharma USA, Inc. Retirement 401(k) Plan in NJ ($30M); by covered participants it is Finquery 401(k) Plan in GA (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 The Caton Companies Employee Savings and Retirement Plan assets move in 2024? ▼
The Caton Companies Employee Savings and Retirement Plan grew sharply - up 20.4% during 2024, from $25M to $30M. Reported net income was $5M.
How have The Caton Companies plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Caton Companies's sponsor-wide assets grew 20.4%, from $25M to $30M.
Where does The Caton Companies Employee Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
The Caton Companies Employee Savings and Retirement Plan ranks in the 77th 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 The Caton Companies Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Octapharma USA, Inc. Retirement 401(k) Plan in NJ ($30M, 148 participants).
Which 401(k) plans cover a similar participant headcount to The Caton Companies Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Finquery 401(k) Plan in GA (350 participants, $12M 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 990387761.

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.