401(k) · DOL Form 5500 · 2023
Paulsen-Catt, Inc. 401(k) Plan
Data updated 2026-08-25
- $8K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $2,688
- Avg per participant Low balance/head
Official DOL plan name: Paulsen-Catt, Inc. 401(k) Plan · Sponsored by Paulsen-Catt, Inc. · Washington · Retail Trade
$8K in assets, 3 participants
Paulsen-Catt, Inc.'s Paulsen-Catt, Inc. 401(k) Plan reported $8K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #166 in Retail Trade (8,414 peers)
2023 asset change
Paulsen-Catt, Inc. 401(k) Plan contracted severely 99.4% in 2023 ($1M → $8K) for 3 participants.
- #166
- in Retail Trade (8,414 peers)
- -99.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Paulsen-Catt, Inc. 401(k) Plan among the smaller filed plans by assets
Paulsen-Catt, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,064 1st percentile higher than 1% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Paulsen-Catt, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paulsen-Catt, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 822273838 · Paulsen-Catt, Inc. PY 2023 · 401(k)
Paulsen-Catt, Inc. 401(k) Plan · $8K · 3 · 1st
- EOY $8K
- 5500 3
- ASSETS 1st
- PCT 401(k)
- EIN near Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust
- RANK ind #166
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 Retail Trade retirement plans → · Plans in Washington →
Paulsen-Catt, Inc. 401(k) Plan in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $8K |
| Net Income | -$1M |
| Employer EIN | 822273838 |
| Plan Effective Date | 2017-07-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Paulsen-Catt, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Allergy Asthma & Immunology 401(k) Profit Sharing Plan & Trust in MN ($8K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.