Other · DOL Form 5500 · 2022
Catholic Charities of Shiawassee and Genesee Counties Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $14,491
- Avg per participant Low balance/head
Official DOL plan name: Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan · Sponsored by Catholic Charities of Shiawassee and Genesee Counties · Michigan · Other Services
$1M in assets, 96 participants
Catholic Charities of Shiawassee and Genesee Counties's Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan reported $1M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #4,407 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan ranks #4,407 of 8,398 2022 filers by assets (1443% of the sector average)-$1M for 96 participants.
- #4,407
- in Other Services (8,398 peers)
- -13.4%
- assets change YoY
The plan reported a net loss of $216K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan among the smaller filed plans by assets
Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,391,174 29th percentile higher than 29% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement 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. Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan is a small filing (96 participants) on this national headcount ladder.
DOL schedule card
Filing strip 381359243 · Catholic Charities of Shiawassee and Genesee Counties PY 2022 · Other
Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan · $1M · 96 · 29th
- ASSETS $1M
- ASSETS 96
- ASSETS 29th
- ASSETS Other
- ASSETS near Vivalon 403(b) Plan
- ASSETS ind #4407
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 Michigan →
Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$216K |
| Employer EIN | 381359243 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Vivalon 403(b) Plan in CA ($1M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Vivalon 403(b) Plan (CA) $1M · 175
- Smw Engineering Group, Inc. 401(k) Plan (AL) $1M · 113
- The Arc of Fayette County 403(b) Plan (PA) $1M · 42
- Harrison Community Hospital Tax Deferred Annuity Plan (OH) $1M · 111
Similar participant headcount
Nearest other-state filings by covered participants (96 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.