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
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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

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

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

Phjc Ministries Retirement and Savings PlanPhjc Ministries Retirement a…$16MThe Education Trust, Inc. 403(b) Defined Contribution PlanThe Education Trust, Inc. 40…$16M403(b) Thrift Plan of the Catholic Charities403(b) Thrift Plan of the Ca…$16MMoab Valley Healthcare, Inc. Retirement PlanMoab Valley Healthcare, Inc.…$16MNational Association of County & City Health Officials Defined Contribution Retirement PlanNational Association of Coun…$16M
End-of-year total assets ($M) among 403(b) Thrift Plan of the Catholic Charities and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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
$14M$16M$18M$20M$22M$24M 202220232024 $16.2M $22.7M ▲ +40.2%
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 EIN840686679
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

403(b) Thrift Plan of the Catholic Charities vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants 403(b) Thrift Plan of the Catholic Charities, Total assets ($B): 0.016214944 · Participants: 410403(b) Thrift Plan of the Catholic CharitiesUcar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.7437272 · Participants: 2470University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.318847964 · Participants: 785Colorado College Retirement Benefit Plan
403(b) Thrift Plan of the Catholic Charities vs. nearby Other plans in Colorado, assets vs. participants

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.

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 403(b) Thrift Plan of the Catholic Charities assets move in 2022?
403(b) Thrift Plan of the Catholic Charities declined sharply - down 15.7% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Catholic Charities & Community Svc plan assets changed over time?
Across 3 plan years on file (2022-2024), Catholic Charities & Community Svc's sponsor-wide assets grew 40.2%, from $16M to $23M.
Which Other plans are similar in size to 403(b) Thrift Plan of the Catholic Charities?
Among Other plans in other states, the closest by assets is The Education Trust, Inc. 403(b) Defined Contribution Plan in DC ($16M, 123 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of the Catholic Charities?
Among Other plans in other states, the closest by covered participants is Hospice of Marion County, Inc. Retirement Plan in FL (410 participants, $16M in assets).