401(k) · DOL Form 5500 · 2024
Cathexis Investment Management, LP 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $99,467
- Avg per participant Below avg balance/head
Official DOL plan name: Cathexis Investment Management, LP 401(k) Plan · Sponsored by Cathexis Investment Management, LP · Texas · Management of Enterprises
$9M in assets, 93 participants
Cathexis Investment Management, LP's Cathexis Investment Management, LP 401(k) Plan reported $9M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #433 in Management of Enterprises (1,133 peers)
2024 asset change
Cathexis Investment Management, LP 401(k) Plan surged 45.9% in 2024 ($6M → $9M) for 93 participants.
- #433
- in Management of Enterprises (1,133 peers)
- +45.9%
- assets growth YoY
Cathexis Investment Management, LP 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers
Cathexis Investment Management, LP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,250,388 Top 46% higher than 54% 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
Cathexis Investment Management, LP 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. Cathexis Investment Management, LP 401(k) Plan is a small filing (93 participants) on this national headcount ladder.
DOL schedule card
Filing strip 273009526 · Cathexis Investment Management, LP PY 2024 · 401(k)
Cathexis Investment Management, LP 401(k) Plan · $9M · 93 · 54th
- NET $9M
- NET 93
- NET 54th
- NET 401(k)
- NET near Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust
- NET ind #433
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 Management of Enterprises retirement plans → · Plans in Texas →
Cathexis Investment Management, LP 401(k) Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 273009526 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Cathexis Investment Management, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mark VII Equipment Inc. 401(k) Profit Sharing Plan and Trust in CO ($9M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 participants); asset peers above are excluded.
- Burns Pest Elimination, Inc. 401(k) Plan (AZ) 93 · 0 off
- Mcmanis & Monsalve Associates Profit Sharing Plan (MD) 93 · 0 off
- Nobility Homes, Inc. 401(k) Plan (FL) 93 · 0 off
- Barry Graham Oil Service, L.L.C. 401(k) Plan (AL) 93 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.