Other · DOL Form 5500 · 2024

Catalyst, Inc. Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
76
Participants Small participant base
79th
Percentile by assets National rank
$437,771
Avg per participant High balance/head
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Official DOL plan name: Catalyst, Inc. Retirement and Savings Plan · Sponsored by Catalyst, Inc. · New York · Educational Services

$33M in assets, 76 participants

Catalyst, Inc.'s Catalyst, Inc. Retirement and Savings Plan reported $33M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,328 in Educational Services (3,638 peers)

Where Catalyst, Inc. Retirement and Savings Plan sits by assets

Catalyst, Inc. Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $33M for 76 participants (~$437,771/participant), up 39.2% in 2024.

#2,328
in Educational Services (3,638 peers)
+39.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Catalyst, Inc. Retirement and Savings Plan's outsized position by total assets

Catalyst, Inc. Retirement and Savings Plan vs every filed plan by assets

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

$33,270,574 Top 21% higher than 79% 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

Catalyst, Inc. Retirement and Savings 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. Catalyst, Inc. Retirement and Savings Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Catalyst, Inc. Retirement and Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Catalyst, Inc. Retirement and Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Catalyst, Inc. Retirement and Savings Plan reported participants fell from 81 in the plan year 2023 filing to 76 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 131992402 · Catalyst, Inc. PY 2024 · Other

Catalyst, Inc. Retirement and Savings Plan · $33M · 76 · 79th

  • BOOK $33M
  • BOOK 76
  • BOOK 79th
  • BOOK Other
  • BOOK near Tennessee Aquarium Retirement Plan
  • BOOK ind #2328

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 New York →

Catalyst, Inc. Retirement and Savings Plan in the asset neighbourhood

Kendal-Crosslands Communities 403(b) PlanKendal-Crosslands Communitie…$33MPfeiffer University Retirement PlanPfeiffer University Retireme…$33MCatalyst, Inc. Retirement and Savings PlanCatalyst, Inc. Retirement an…$33MTennessee Aquarium Retirement PlanTennessee Aquarium Retiremen…$33MThe Northwest School of the Arts, Humanities and Environment Defined Contribution Retirement PlanThe Northwest School of the …$33M
End-of-year total assets ($M) among Catalyst, Inc. Retirement and Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN131992402
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catalyst, Inc.)

Sponsor-wide plan assets over time

All Catalyst, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 60.48115346094042% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.7M $33.3M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 79 $21M
2023 1 81 $24M
2024 1 76 $33M

Nearby Other Plans in New York

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

Catalyst, Inc. Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Catalyst, Inc. Retirement and Savings Plan, Total assets ($B): 0.033270574 · Participants: 76Catalyst, Inc. Retirement and Savings PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Catalyst, Inc. Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare Catalyst, Inc. Retirement and Savings Plan side-by-side with 3 peers →

Catalyst, Inc. Retirement and Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Tennessee Aquarium Retirement Plan in TN ($33M); by covered participants it is Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan in PR (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Catalyst, Inc. Retirement and Savings Plan assets move in 2024? ▼
Catalyst, Inc. Retirement and Savings Plan surged - up 39.2% during 2024, from $24M to $33M. Reported net income was $2M.
How have Catalyst, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catalyst, Inc.'s sponsor-wide assets grew 60.5%, from $21M to $33M.
Where does Catalyst, Inc. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Catalyst, Inc. Retirement and Savings Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Catalyst, Inc. Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by assets is Tennessee Aquarium Retirement Plan in TN ($33M, 258 participants).
Which Other plans cover a similar participant headcount to Catalyst, Inc. Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan in PR (76 participants, $19M 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 131992402.

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.