Profit Sharing · DOL Form 5500 · 2024
L&d Catlin Inc. Profit Sharing Plan
Data updated 2026-08-25
- $495K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $123,663
- Avg per participant Near avg balance/head
Official DOL plan name: L&d Catlin Inc. Retirement Plan · Sponsored by L&d Catlin Inc. · Wisconsin · Food Services & Accommodation
$495K in assets, 4 participants
L&d Catlin Inc.'s L&d Catlin Inc. Retirement Plan reported $495K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #1,729 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, L&d Catlin Inc. Retirement Plan ranks #1,729 of 3,672 2024 filers by assets (3955% of the sector average)-$495K for 4 participants.
- #1,729
- in Food Services & Accommodation (3,672 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
L&d Catlin Inc. Retirement Plan among the smaller filed plans by assets
L&d Catlin Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$494,652 18th percentile higher than 18% 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
L&d Catlin Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L&d Catlin Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- L&d Catlin Inc. Retirement Plan reported net income fell from $253K in the plan year 2023 filing to -$30K in the plan year 2024 filing.
- L&d Catlin Inc. Retirement Plan reported participants fell from 6 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- L&d Catlin Inc. Retirement Plan end-of-year assets fell from $525K in the plan year 2023 filing to $495K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 822913758 · L&d Catlin Inc. PY 2024 · Profit Sharing
L&d Catlin Inc. Retirement Plan · $495K · 4 · 18th
- PART $495K
- PART 4
- PART 18th
- PART Profit Sharing
- PART near Lance D. Green Dds, P.C. Retirement Plan
- PART ind #1729
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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →
L&d Catlin Inc. Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $525K |
|---|---|
| Net Assets (End of Year) | $495K |
| Net Income | -$30K |
| Employer EIN | 822913758 |
| Plan Effective Date | 2017-09-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (L&d Catlin Inc.)
Sponsor-wide plan assets over time
All L&d Catlin Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $495K 81.98983083273855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $272K |
| 2023 | 1 | 6 | $525K |
| 2024 | 1 | 4 | $495K |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
L&d Catlin Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Lance D. Green Dds, P.C. Retirement Plan in AZ ($495K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($495K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.