403(b) Thrift Plan for Employees of Christian Social Services of Illinois D/B/a Caritas Family Solutions
ERISA Form 5500 plan record drawn from DOL EBSA β verify with linked source filings below.
Sponsored by Christian Social Services of I Β· Illinois Β· Healthcare & Social Assistance
What the 2023 filing shows
403(b) Thrift Plan for Employees of Christian Social Services of Illinois D/B/a Caritas Family Solutions holds $8M for 493 participants - about $15,784 per participant, down 12.1% over the 2022 plan year.
- $8M
- total plan assets (2022 EOY)
- 493
- covered participants
- $15,784
- avg assets per participant
- -12.1%
- assets change YoY
The plan reported a net loss of $1M for the year β a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About 403(b) Thrift Plan for Employees of Christian Social Services of Illinois D/B/a Caritas Family Solutions
403(b) Thrift Plan for Employees of Christian Social Services of Illinois D/B/a Caritas Family Solutions is a Profit Sharing retirement plan sponsored by Christian Social Services of I, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 493 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 370661500, and the plan has been effective since 1994-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $9M at the beginning of 2022 to $8M at year-end β a decline of 12.1%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-1,067,620 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $9M |
| Total Assets (End of Year) | $8M |
| Net Assets (End of Year) | $8M |
| Net Income | $-1,067,620 |
| Plan Type | Profit Sharing |
| Employer EIN | 370661500 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Christian Social Services of I)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 493 | $8M |
| 2023 | 1 | 628 | $10M |
| 2024 | 1 | 614 | $11M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans β same state, same plan type β ranked by total assets.
- John Deere Savings and Investment Plan $11.0B Β· 19,031
- GE Healthcare Retirement Savings Plan $9.8B Β· N/A
- Northwestern Memorial Employee 401(k) Pre-Tax Savings Plan $4.5B Β· 33,082
- Northwestern University Retirement Plan $4.0B Β· 9,440
- The University of Chicago Contributory Retirement Plan $3.5B Β· 4,796
Related Data
Guides
Frequently Asked Questions
How much money is in the 403(b) Thrift Plan for Employees of Christian Social Services of Illinois D/B/a Caritas Family Solutions? ▼
What type of plan is 403(b) Thrift Plan for Employees of Christian Social Services of Illinois D/B/a Caritas Family Solutions? ▼
Who sponsors the 403(b) Thrift Plan for Employees of Christian Social Services of Illinois D/B/a Caritas Family Solutions? ▼
How did 403(b) Thrift Plan for Employees of Christian Social Services of Illinois D/B/a Caritas Family Solutions perform in 2022? ▼
Where can I find official filings for 403(b) Thrift Plan for Employees of Christian Social Services of Illinois D/B/a Caritas Family Solutions? ▼
How does 403(b) Thrift Plan for Employees of Christian Social Services of Illinois D/B/a Caritas Family Solutions compare to other plans? ▼
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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) β original filing retrieval by EIN 370661500.
Reference: IRS Publication 560 β Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B β Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology β how this data is sourced, computed, and verified.