Profit Sharing · DOL Form 5500 · 2024

Cate School Corporation Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
128
Participants Small participant base
71st
Percentile by assets National rank
$161,473
Avg per participant Above avg balance/head
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Official DOL plan name: Cate School Corporation Profit Sharing Plan · Sponsored by Cate School Corporation · California · Educational Services

$21M in assets, 128 participants

Cate School Corporation's Cate School Corporation Profit Sharing Plan reported $21M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,954 in Educational Services (3,638 peers)

Coverage in California

Cate School Corporation Profit Sharing Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $21M.

#1,954
in Educational Services (3,638 peers)
+8.8%
assets growth YoY

Cate School Corporation Profit Sharing Plan's outsized position by total assets

Cate School Corporation Profit Sharing Plan vs every filed plan by assets

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

$20,668,554 Top 29% higher than 71% 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

Cate School Corporation Profit Sharing 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. Cate School Corporation Profit Sharing Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cate School Corporation Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cate School Corporation Profit Sharing Plan reported participants rose from 114 in the plan year 2023 filing to 128 in the plan year 2024 filing.
  • Cate School Corporation Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 951644630 · Cate School Corporation PY 2024 · Profit Sharing

Cate School Corporation Profit Sharing Plan · $21M · 128 · 71st

  • SCH $21M
  • SCH 128
  • SCH 71st
  • SCH Profit Sharing
  • SCH near Ssoba Defined Contribution Retirement Fund
  • SCH ind #1954

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 Educational Services retirement plans → · Plans in California →

Cate School Corporation Profit Sharing Plan in the asset neighbourhood

Southern Tier Building Trades Laborers Profit Sharing PlanSouthern Tier Building Trade…$21MCate School Corporation Profit Sharing PlanCate School Corporation Prof…$21MSsoba Defined Contribution Retirement FundSsoba Defined Contribution R…$21MInterchem Corporation Profit Sharing PlanInterchem Corporation Profit…$21MAmcor Defined Contribution Pension Plan for Hourly EmployeesAmcor Defined Contribution P…$21M
End-of-year total assets ($M) among Cate School Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN951644630
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cate School Corporation)

Sponsor-wide plan assets over time

All Cate School Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$62M 23.27889936510609% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.1M $61.7M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 253 $50M
2023 2 244 $57M
2024 2 265 $62M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cate School Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Cate School Corporation Profit Sharing Plan, Total assets ($B): 0.020668554 · Participants: 128Cate School Corporation Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Cate School Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Cate School Corporation Profit Sharing Plan side-by-side with 3 peers →

Cate School Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ssoba Defined Contribution Retirement Fund in NY ($21M); by covered participants it is The H. E. Butt Foundation 403(b) Savings Plan in TX (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Cate School Corporation Profit Sharing Plan assets move in 2024? ▼
Cate School Corporation Profit Sharing Plan grew at a solid clip - up 8.8% during 2024, from $19M to $21M. Reported net income was $2M.
How have Cate School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cate School Corporation's sponsor-wide assets grew 23.3%, from $50M to $62M.
Which Profit Sharing plans are similar in size to Cate School Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ssoba Defined Contribution Retirement Fund in NY ($21M, 614 participants).
Which Profit Sharing plans cover a similar participant headcount to Cate School Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The H. E. Butt Foundation 403(b) Savings Plan in TX (128 participants, $9M 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 951644630.

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.