401(k) · DOL Form 5500 · 2024
Catalina U.S. Insurance Services 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $499,924
- Avg per participant High balance/head
Official DOL plan name: Catalina U.S. Insurance Services LLC 401(k) Plan · Sponsored by Catalina U.S. Insurance Services · Connecticut · Finance & Insurance
$23M in assets, 47 participants
Catalina U.S. Insurance Services's Catalina U.S. Insurance Services LLC 401(k) Plan reported $23M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,079 in Finance & Insurance (8,549 peers)
Catalina U.S. Insurance Services multi-year trail
Catalina U.S. Insurance Services's plans moved +20.7% in assets from 2022 to 2024; this filing shows Catalina U.S. Insurance Services LLC 401(k) Plan at $23M / 47 participants.
- #5,079
- in Finance & Insurance (8,549 peers)
- +11.2%
- assets growth YoY
Catalina U.S. Insurance Services LLC 401(k) Plan's outsized position by total assets
Catalina U.S. Insurance Services LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,496,423 Top 27% higher than 73% 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 U.S. Insurance Services LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catalina U.S. Insurance Services LLC 401(k) Plan is a small filing (47 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catalina U.S. Insurance Services LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Catalina U.S. Insurance Services LLC 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Catalina U.S. Insurance Services LLC 401(k) Plan reported participants fell from 48 in the plan year 2023 filing to 47 in the plan year 2024 filing.
DOL schedule card
Filing strip 472344755 · Catalina U.S. Insurance Services PY 2024 · 401(k)
Catalina U.S. Insurance Services LLC 401(k) Plan · $23M · 47 · 73rd
- BOY $23M
- BOY 47
- BOY 73rd
- BOY 401(k)
- BOY near Intercare Holdings, Inc. Retirement Savings Plan
- BOY ind #5079
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 →
Catalina U.S. Insurance Services LLC 401(k) Plan in the asset neighbourhood
Catalina U.S. Insurance Services multi-year asset trail
Sponsor-wide plan assets over time
All Catalina U.S. Insurance Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 20.738821338794505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $19M |
| 2023 | 1 | 48 | $21M |
| 2024 | 1 | 47 | $23M |
Catalina U.S. Insurance Services filing trail (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 472344755 |
| Plan Effective Date | 1986-04-16 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Catalina U.S. Insurance Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Intercare Holdings, Inc. Retirement Savings Plan in CA ($23M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Intercare Holdings, Inc. Retirement Savings Plan (CA) $23M · 449
- Rider Levett Bucknall Ltd 401(k) Profit Sharing Plan (AZ) $23M · 150
- Spatial Front, Inc. Retirement Plan (MD) $23M · 481
- Sendero 401(k) Retirement Plan (TX) $23M · 210
Similar participant headcount
Nearest other-state filings by covered participants (47 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.