Other · DOL Form 5500 · 2022

Catholic Charities of Southeast Michigan Retirement Plan

Q: How did Catholic Charities of Se Mi 403(b) Plan assets move in 2022?

Catholic Charities of Se Mi 403(b) Plan pulled back noticeably - down 8.4% during 2022, from $3M to $2M. Reported net income was -$218K.

Q: Which Other plans are similar in size to Catholic Charities of Se Mi 403(b) Plan?

Among Other plans in other states, the closest by assets is Legal Aid Society of Nassau County 403(b) Plan in NY ($2M, 78 participants).

Q: Which Other plans cover a similar participant headcount to Catholic Charities of Se Mi 403(b) Plan?

Among Other plans in other states, the closest by covered participants is Pioneer Memorial Retirement Plan in SD (144 participants, $3M in assets).

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 144
Participants Small participant base: 36th
Percentile by assets National rank: $16,511
Avg per participant Low balance/head

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Official DOL plan name: Catholic Charities of Se Mi 403(b) Plan · Sponsored by Catholic Charities of Southeast Michigan · Michigan · Other Services

$2M in assets, 144 participants

Catholic Charities of Southeast Michigan's Catholic Charities of Se Mi 403(b) Plan reported $2M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

#4,958 in Other Services (8,398 peers)

Coverage in Michigan

Catholic Charities of Se Mi 403(b) Plan covers 144 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $2M.

#4,958
in Other Services (8,398 peers): -8.4%
assets change YoY

The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catholic Charities of Se Mi 403(b) Plan's mid-pack asset rank among Other Services and all filers

Catholic Charities of Se Mi 403(b) Plan vs every filed plan by assets

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

$2,377,595 36th percentile higher than 36% 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 Se Mi 403(b) 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 of Se Mi 403(b) Plan sits mid-pack in the medium band (144 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Form 5500 schedule snapshot

Filing strip 453623184 · Catholic Charities of Southeast Michigan PY 2022 · Other

Catholic Charities of Se Mi 403(b) Plan · $2M · 144 · 36th

IND $2M
IND 144
IND 36th
IND Other
IND near Legal Aid Society of Nassau County 403(b) Plan
IND ind #4958

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 →

End-of-year total assets ($M) among Catholic Charities of Se Mi 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$2M
Net Income	-$218K
Employer EIN	453623184
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Michigan

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

Catholic Charities of Se Mi 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants

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

Compare Catholic Charities of Se Mi 403(b) Plan side-by-side with 3 peers →

Catholic Charities of Se Mi 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Legal Aid Society of Nassau County 403(b) Plan in NY ($2M); by covered participants it is Pioneer Memorial Retirement Plan in SD (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

Pioneer Memorial Retirement Plan (SD) 144 · 0 off
Treehouse 403(b) Retirement Plan (WA) 144 · 0 off
403(b) Thrift Plan of Family Connections, Inc. (NJ) 144 · 0 off
Corporation for Supportive Housing Retirement Plan (NY) 144 · 0 off

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 of Se Mi 403(b) Plan assets move in 2022? ▼

Catholic Charities of Se Mi 403(b) Plan pulled back noticeably - down 8.4% during 2022, from $3M to $2M. Reported net income was -$218K.

Which Other plans are similar in size to Catholic Charities of Se Mi 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Legal Aid Society of Nassau County 403(b) Plan in NY ($2M, 78 participants).

Which Other plans cover a similar participant headcount to Catholic Charities of Se Mi 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Pioneer Memorial Retirement Plan in SD (144 participants, $3M 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 453623184.