401(k) · DOL Form 5500 · 2022

Catholic Life Insurance 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
62
Participants Small participant base
74th
Percentile by assets National rank
$256,125
Avg per participant Above avg balance/head
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Official DOL plan name: Catholic Life Insurance Retirement Accumulation Plan · Sponsored by Catholic Life Insurance · Texas · Information & Media

$16M in assets, 62 participants

Catholic Life Insurance's Catholic Life Insurance Retirement Accumulation Plan reported $16M in total assets and 62 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.

  • #1,842 in Information & Media (2,911 peers)

Catholic Life Insurance multi-year trail

Catholic Life Insurance's plans moved +22.1% in assets from 2022 to 2024; this filing shows Catholic Life Insurance Retirement Accumulation Plan at $16M / 62 participants.

#1,842
in Information & Media (2,911 peers)
-17.8%
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.

Catholic Life Insurance Retirement Accumulation Plan's outsized position by total assets

Catholic Life Insurance Retirement Accumulation Plan vs every filed plan by assets

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

$15,879,722 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

Catholic Life Insurance Retirement Accumulation 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 Life Insurance Retirement Accumulation Plan is a small filing (62 participants) on this national headcount ladder.

DOL schedule card

Filing strip 740548665 · Catholic Life Insurance PY 2022 · 401(k)

Catholic Life Insurance Retirement Accumulation Plan · $16M · 62 · 74th

  • NET $16M
  • BOOK 62
  • VS-ST 74th
  • BOY 401(k)
  • SCH near Braswell Family Farms 401(k) Plan
  • EBSA ind #1842

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 Information & Media retirement plans → · Plans in Texas →

Catholic Life Insurance Retirement Accumulation Plan in the asset neighbourhood

Catholic Life Insurance Retirement Accumulation PlanCatholic Life Insurance Reti…$16MBraswell Family Farms 401(k) PlanBraswell Family Farms 401(k)…$16MRetirement Income Plan of United Planning OrganizationRetirement Income Plan of Un…$16MBingaman & Son Lumber, Inc. Profit Sharing PlanBingaman & Son Lumber, Inc. …$16MParkway Property Investments, LLC 401(k) Profit Sharing Retirement PlanParkway Property Investments…$16M
End-of-year total assets ($M) among Catholic Life Insurance Retirement Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Catholic Life Insurance multi-year asset trail

Sponsor-wide plan assets over time

All Catholic Life Insurance plans reported in each filing year

Latest sponsor-wide plan assets
$19M 22.10425975971116% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.9M $19.4M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 62 $16M
2023 1 69 $18M
2024 1 67 $19M

Catholic Life Insurance filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN740548665
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Catholic Life Insurance Retirement Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Catholic Life Insurance Retirement Accumulation Plan, Total assets ($B): 0.015879722 · Participants: 62Catholic Life Insurance Retirement Accumulation PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Catholic Life Insurance Retirement Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Catholic Life Insurance Retirement Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Braswell Family Farms 401(k) Plan in NC ($16M); by covered participants it is Technology Investment Corporation 401(k) Plan in WI (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Life Insurance Retirement Accumulation Plan assets move in 2022?
Catholic Life Insurance Retirement Accumulation Plan declined sharply - down 17.8% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Catholic Life Insurance plan assets changed over time?
Across 3 plan years on file (2022-2024), Catholic Life Insurance's sponsor-wide assets grew 22.1%, from $16M to $19M.
Which 401(k) plans are similar in size to Catholic Life Insurance Retirement Accumulation Plan?
Among 401(k) plans in other states, the closest by assets is Braswell Family Farms 401(k) Plan in NC ($16M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Life Insurance Retirement Accumulation Plan?
Among 401(k) plans in other states, the closest by covered participants is Technology Investment Corporation 401(k) Plan in WI (62 participants, $3M in assets).