401(k) · DOL Form 5500 · 2022

Catholic United Financial 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
85
Participants Small participant base
74th
Percentile by assets National rank
$187,548
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Catholic United Financial 401(k) Plan · Sponsored by Catholic United Financial · Minnesota · Finance & Insurance

$16M in assets, 85 participants

Catholic United Financial's Catholic United Financial 401(k) Plan reported $16M in total assets and 85 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.

  • #5,448 in Finance & Insurance (9,261 peers)

Catholic United Financial multi-year trail

Catholic United Financial's plans moved -52.1% in assets from 2022 to 2024; this filing shows Catholic United Financial 401(k) Plan at $16M / 85 participants.

#5,448
in Finance & Insurance (9,261 peers)
-19.0%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catholic United Financial 401(k) Plan's outsized position by total assets

Catholic United Financial 401(k) Plan vs every filed plan by assets

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

$15,941,595 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 United Financial 401(k) 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 United Financial 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 410182070 · Catholic United Financial PY 2022 · 401(k)

Catholic United Financial 401(k) Plan · $16M · 85 · 74th

  • BOY $16M
  • SCH 85
  • EBSA 74th
  • PART 401(k)
  • TYPE near Missouri Hospital Association 401(k) Plan
  • NET ind #5448

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Catholic United Financial 401(k) Plan in the asset neighbourhood

Catholic United Financial 401(k) PlanCatholic United Financial 40…$16MMissouri Hospital Association 401(k) PlanMissouri Hospital Associatio…$16MIdaho Timber 401(k) Plan$16MEnsembleiq 401(k) Plan$16MRadians, Inc. 401(k) Plan$16M
End-of-year total assets ($M) among Catholic United Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Catholic United Financial multi-year asset trail

Sponsor-wide plan assets over time

All Catholic United Financial plans reported in each filing year

Latest sponsor-wide plan assets
$19M 52.09808091165744% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $39.7M $19M ▼ -52.1%
Year Plans Participants Total Assets
2022 2 134 $40M
2023 2 120 $42M
2024 1 96 $19M

Catholic United Financial filing trail (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN410182070
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Catholic United Financial 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Catholic United Financial 401(k) Plan, Total assets ($B): 0.015941595 · Participants: 85Catholic United Financial 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Catholic United Financial 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Catholic United Financial 401(k) Plan side-by-side with 3 peers →

Catholic United Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Missouri Hospital Association 401(k) Plan in MO ($16M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 United Financial 401(k) Plan assets move in 2022? ▼
Catholic United Financial 401(k) Plan declined sharply - down 19.0% during 2022, from $20M to $16M. Reported net income was -$4M.
How have Catholic United Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic United Financial's sponsor-wide assets declined 52.1%, from $40M to $19M.
Which 401(k) plans are similar in size to Catholic United Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Missouri Hospital Association 401(k) Plan in MO ($16M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Catholic United Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Perfect World North America Corporation 401(k) Plan in CA (85 participants, N/A 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 410182070.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.