Other · DOL Form 5500 · 2022
Catholic Charities & Community Svc Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 410
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $39,549
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of the Catholic Charities · Sponsored by Catholic Charities & Community Svc · Colorado · Other Services
$16M in assets, 410 participants
Catholic Charities & Community Svc's 403(b) Thrift Plan of the Catholic Charities reported $16M in total assets and 410 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #7,156 in Other Services (8,398 peers)
Catholic Charities & Community Svc multi-year trail
Catholic Charities & Community Svc's plans moved +40.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of the Catholic Charities at $16M / 410 participants.
- #7,156
- in Other Services (8,398 peers)
- -15.7%
- 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.
403(b) Thrift Plan of the Catholic Charities's outsized position by total assets
403(b) Thrift Plan of the Catholic Charities vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,214,944 Top 26% higher than 74% 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
403(b) Thrift Plan of the Catholic Charities 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. 403(b) Thrift Plan of the Catholic Charities sits mid-pack in the medium band (410 participants).
DOL schedule card
Filing strip 840686679 · Catholic Charities & Community Svc PY 2022 · Other
403(b) Thrift Plan of the Catholic Charities · $16M · 410 · 74th
- BOY $16M
- SCH 410
- EBSA 74th
- PART Other
- TYPE near The Education Trust, Inc. 403(b) Defined Contribution Plan
- NET ind #7156
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 Colorado →
403(b) Thrift Plan of the Catholic Charities in the asset neighbourhood
Catholic Charities & Community Svc multi-year asset trail
Sponsor-wide plan assets over time
All Catholic Charities & Community Svc plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 40.15688860843429% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 410 | $16M |
| 2023 | 1 | 576 | $20M |
| 2024 | 1 | 595 | $23M |
Catholic Charities & Community Svc filing trail (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$3M |
| Employer EIN | 840686679 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
403(b) Thrift Plan of the Catholic Charities's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is The Education Trust, Inc. 403(b) Defined Contribution Plan in DC ($16M); by covered participants it is Hospice of Marion County, Inc. Retirement Plan in FL (410 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- The Education Trust, Inc. 403(b) Defined Contribution Plan (DC) $16M · 123
- Moab Valley Healthcare, Inc. Retirement Plan (UT) $16M · 271
- Phjc Ministries Retirement and Savings Plan (IN) $16M · 226
- National Association of County & City Health Officials Defined Contribution Retirement Plan (DC) $16M · 129
Similar participant headcount
Nearest other-state filings by covered participants (410 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.