Cataldo Ambulance Service 401(k) match, vesting and fees

Plan year 2025 filingCataldo Ambulance Service, Inc. 401(k) Profit Sharing Plan · Plan 001 · EIN 04-2621862Updated Oct 2026

What Cataldo Ambulance Service's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $101K in employer contributions, about $326 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$57,233
Average account balance
1,045
Participants (end of year)
$17.7M
Plan assets (end of year)
<0.01%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperSentry Life Insurance CompanySchedule C ↗
Independent auditorCaron & Bletzer PLLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.

Cataldo Ambulance Service: employer contribution per participant$326
Peer median$1,440
Cataldo Ambulance Service: average balance$57,233
Peer median$38,351
Cataldo Ambulance Service: admin expenses ÷ assets<0.01%
Peer median0.47%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $15M at the end of plan year 2021 to $17.7M at the end of plan year 2025.

$15M2021$12.4M2022$14.1M2023$15.6M2024$17.7M2025
End-of-year figures from each plan year's Form 5500 filing for the Cataldo Ambulance Service plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20251,045$17.7M$101K$326<0.01%Not publishedForm 5500 ↗
20241,113$15.6M$98K$344<0.01%Not publishedForm 5500 ↗
20231,191$14.1M$104K$348<0.01%Not publishedForm 5500 ↗
2022519$12.4M$103K$379<0.01%Not publishedForm 5500 ↗
2021508$15M$102K$373<0.01%Not publishedForm 5500 ↗

Common questions

Does Cataldo Ambulance Service match 401(k) contributions?

The match terms for the Cataldo Ambulance Service, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $101K in employer contributions, about $326 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Cataldo Ambulance Service 401(k) match vested?

The vesting schedule for the Cataldo Ambulance Service, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Cataldo Ambulance Service 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Sentry Life Insurance Company. The plan administrator is Cataldo Ambulance Service, Inc..

I left Cataldo Ambulance Service. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Cataldo Ambulance Service, Inc., (617) 625-0126) or the recordkeeper, Sentry Life Insurance Company. The Cataldo Ambulance Service old 401(k) page lists the contacts from every plan filing. Find an old Cataldo Ambulance Service 401(k)

Data from the public Form 5500 annual reports Cataldo Ambulance Service filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cataldo Ambulance Service. Not financial advice. Report a correction · Methodology