Other · DOL Form 5500 · 2022

Catholic Charities, Inc. Diocese of Madison Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
218
Participants Below avg headcount
55th
Percentile by assets National rank
$28,476
Avg per participant Low balance/head
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Official DOL plan name: Catholic Charities, Inc. Diocese of Madison Retirement Plan · Sponsored by Catholic Charities, Inc. Diocese of Madison · Wisconsin · Healthcare & Social Assistance

$6M in assets, 218 participants

Catholic Charities, Inc. Diocese of Madison's Catholic Charities, Inc. Diocese of Madison Retirement Plan reported $6M in total assets and 218 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #12,220 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Catholic Charities, Inc. Diocese of Madison Retirement Plan covers 218 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#12,220
in Healthcare & Social Assistance (20,060 peers)
-17.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catholic Charities, Inc. Diocese of Madison Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$6,207,745 Top 45% higher than 55% 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

Catholic Charities, Inc. Diocese of Madison Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Charities, Inc. Diocese of Madison Retirement Plan sits mid-pack in the medium band (218 participants).

EBSA filing schedule strip

Filing strip 390807067 · Catholic Charities, Inc. Diocese of Madison PY 2022 · Other

Catholic Charities, Inc. Diocese of Madison Retirement Plan · $6M · 218 · 55th

  • TYPE $6M
  • NET 218
  • BOOK 55th
  • VS-ST Other
  • BOY near Kentucky Wesleyan College Tda Plan
  • SCH ind #12220

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

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

Catholic Charities, Inc. Diocese of Madison Retirement PlanCatholic Charities, Inc. Dio…$6MKentucky Wesleyan College Tda PlanKentucky Wesleyan College Td…$6MCarmel Valley Manor 403(b)(7) PlanCarmel Valley Manor 403(b)(7…$6MThe Places for People Inc. Employees Retirement PlanThe Places for People Inc. E…$6M403(b) Thrift Plan of Valley Opportunity Council, Inc.403(b) Thrift Plan of Valley…$6M
End-of-year total assets ($M) among Catholic Charities, Inc. Diocese of Madison Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN390807067
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities, Inc. Diocese of Madison)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$7M 20.489485312299394% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.21M $7.48M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 218 $6M
2023 1 190 $7M
2024 1 125 $7M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Catholic Charities, Inc. Diocese of Madison Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Catholic Charities, Inc. Diocese of Madison Retirement Plan, Total assets ($B): 0.006207745 · Participants: 218Catholic Charities, Inc. Diocese of Madison Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Catholic Charities, Inc. Diocese of Madison Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Catholic Charities, Inc. Diocese of Madison Retirement Plan side-by-side with 3 peers →

Catholic Charities, Inc. Diocese of Madison Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Kentucky Wesleyan College Tda Plan in KY ($6M); by covered participants it is The Musical Arts Association 403(b) Retirement Plan in OH (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Catholic Charities, Inc. Diocese of Madison Retirement Plan assets move in 2022? ▼
Catholic Charities, Inc. Diocese of Madison Retirement Plan declined sharply - down 17.8% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Catholic Charities, Inc. Diocese of Madison plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities, Inc. Diocese of Madison's sponsor-wide assets grew 20.5%, from $6M to $7M.
Which Other plans are similar in size to Catholic Charities, Inc. Diocese of Madison Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Kentucky Wesleyan College Tda Plan in KY ($6M, 92 participants).
Which Other plans cover a similar participant headcount to Catholic Charities, Inc. Diocese of Madison Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Musical Arts Association 403(b) Retirement Plan in OH (218 participants, $30M 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 390807067.

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.