401(k) · DOL Form 5500 · 2022

Roman Catholic Diocese of Madison, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
51
Participants Small participant base
49th
Percentile by assets National rank
$92,117
Avg per participant Below avg balance/head
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Official DOL plan name: Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan · Sponsored by Roman Catholic Diocese of Madison, Inc. · Wisconsin · Other Services

$5M in assets, 51 participants

Roman Catholic Diocese of Madison, Inc.'s Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan reported $5M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,748 in Other Services (8,398 peers)

Roman Catholic Diocese of Madison, Inc. multi-year trail

Roman Catholic Diocese of Madison, Inc.'s plans moved +22.8% in assets from 2022 to 2024; this filing shows Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan at $5M / 51 participants.

#5,748
in Other Services (8,398 peers)
-35.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,697,950 49th percentile higher than 49% of 139,123 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 2022

Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan is a small filing (51 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 390852862 · Roman Catholic Diocese of Madison, Inc. PY 2022 · 401(k)

Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan · $5M · 51 · 49th

  • PHOTO $5M
  • PHOTO 51
  • PHOTO 49th
  • PHOTO 401(k)
  • PHOTO near Triangle Credit Union 401(k) Savings Plan
  • PHOTO ind #5748

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 Other Services retirement plans → · Plans in Wisconsin →

Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan in the asset neighbourhood

Roman Catholic Diocese of Madison, Inc. Retirement Savings PlanRoman Catholic Diocese of Ma…$5MTriangle Credit Union 401(k) Savings PlanTriangle Credit Union 401(k)…$5MThe Institute of Culinary Education 401(k) PlanThe Institute of Culinary Ed…$5MPathologists Regional Laboratory, P.a. 401(k) Plan Pathologists Regional LaboratPathologists Regional Labora…$5MKelley Companies Retirement PlanKelley Companies Retirement …$5M
End-of-year total assets ($M) among Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Roman Catholic Diocese of Madison, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Roman Catholic Diocese of Madison, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.757756042529188% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.7M $5.77M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 51 $5M
2023 1 48 $5M
2024 1 55 $6M

Roman Catholic Diocese of Madison, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$3M
Employer EIN390852862
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan, Total assets ($B): 0.00469795 · Participants: 51Roman Catholic Diocese of Madison, Inc. Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan side-by-side with 3 peers →

Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Triangle Credit Union 401(k) Savings Plan in NH ($5M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan assets move in 2022? ▼
Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan contracted severely - down 35.9% during 2022, from $7M to $5M. Reported net income was -$3M.
How have Roman Catholic Diocese of Madison, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roman Catholic Diocese of Madison, Inc.'s sponsor-wide assets grew 22.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triangle Credit Union 401(k) Savings Plan in NH ($5M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Roman Catholic Diocese of Madison, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390852862.

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.