How big is Catena Homes' plan?

Catena Homes' plan reported $61K in assets and 6 participants for 2024.

Original filing (PDF)20250720090349NAL0000205057001

Catena Homes

Name: Catena Homes — Catena Homes 401(k) Plan, Form 5500 (2024)
Creator: Catena Homes
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Catena Homes 401(k) Plan

401(k) retirement plan · Catena Homes' Catena Homes 401(k) Plan held $61K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

People on this filing

Shirley Horner signed Catena Homes' 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Catena Homes' EIN is 86-2475240.

EIN 86-2475240

Plan number 001

Plan year 2024

ACK ID 20250720090349NAL0000205057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Catena Homes from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Catena Homes' 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 CATENA HOMES.

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Plan health score

Top-tier plan health

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CATENA HOMES

EIN

all filings

Address

13760 NOEL RD · SUITE 1000 · DALLAS, TX · 75240

Phone

(972) 900-7970

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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