Plan Ledger DOL Form 5500 · updated monthly

Cataler North America Corporation401(k)

CATALER NORTH AMERICA 401(K) PLAN · LINCOLNTON, NC · plan year 2025

Employer contribution per participant · 2025
$1,892

Cataler North America Corporation's 2025 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $11,164,480 across 161 participant accounts, with employer contributions averaging $1,892 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 2 years on file its reported administrative ratio rose from 0.002% to 0.002%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in North Carolina (1,040th of 2,005), and 8,307th of 13,661 in manufacturing. In 2025, employees put in $1.97 for every $1.00 the employer contributed; active participation has shrunk from 291 to 146 since 2022.

Plan summary
Net assets, end of year$11,164,480
Participants with balances161
Active participants146
Employer contributions$276,257
Employee contributions$545,158
Employer contribution per active participant$1,892
Average account balance$69,345
Benefits paid to participants$986,446
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$11.2M · 161 accts · $276K emplr
2024$9.7M · 145 accts · $259K emplr
2023$8.5M · 133 accts · $254K emplr
2022$6.6M · 135 accts · $229K emplr
The Cataler North America Corporation 401(k) match · 2025
Employer contribution per active participant$1,892
Median for plans this size$2,666
2025$1,892 per active participant
2024$1,965 per active participant
2023$854 per active participant
2022$788 per active participant

Cataler North America Corporation's 2025 employer contribution ran below the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20251

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$225 · 0.00%
2023$50 · 0.00%
2022$150 · 0.00%
Same employer
Similar plansManufacturing · North Carolina
Smt, Inc. NC$12.0M · 0.72%
Gaia Herbs, Inc. NC$11.7M · 0.12%
Bekaertdeslee USA Inc. NC$11.2M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562231147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.