How big is Caterra Health Systems' plan?

Caterra Health Systems' plan reported $1.0M in assets and 14 participants for 2025.

Original filing (PDF)20260227110636NAL0000145123001

Caterra Health Systems

Name: Caterra Health Systems — Caterra Health Systems, Form 5500 (2025)
Creator: Caterra Health Systems
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caterra Health Systems 401(k) Plan

401(k) retirement plan · Caterra Health Systems' Caterra Health Systems 401(k) Plan held $1.0M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Caterra Health Systems' EIN is 26-4749325.

EIN 26-4749325

Plan number 001

Plan year 2025

ACK ID 20260227110636NAL0000145123001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caterra Health Systems from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Caterra Health Systems' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATERRA HEALTH SYSTEMS.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off