401(k) · DOL Form 5500 · 2022

Catholic Charities of Santa Clara County 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
379
Participants Below avg headcount
82nd
Percentile by assets National rank
$72,992
Avg per participant Below avg balance/head
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Official DOL plan name: Catholic Charities of Santa Clara County 401(k) Plan · Sponsored by Catholic Charities of Santa Clara County · California · Healthcare & Social Assistance

$28M in assets, 379 participants

Catholic Charities of Santa Clara County's Catholic Charities of Santa Clara County 401(k) Plan reported $28M in total assets and 379 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,959 in Healthcare & Social Assistance (20,060 peers)

Where Catholic Charities of Santa Clara County 401(k) Plan sits by assets

Catholic Charities of Santa Clara County 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 379 participants (~$72,992/participant), down 11.6% in 2022.

#16,959
in Healthcare & Social Assistance (20,060 peers)
-11.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

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 Charities of Santa Clara County 401(k) Plan's outsized position by total assets

Catholic Charities of Santa Clara County 401(k) Plan vs every filed plan by assets

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

$27,663,874 Top 18% higher than 82% 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 Charities of Santa Clara County 401(k) 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 Santa Clara County 401(k) Plan sits mid-pack in the medium band (379 participants).

EBSA filing schedule strip

Filing strip 942762269 · Catholic Charities of Santa Clara County PY 2022 · 401(k)

Catholic Charities of Santa Clara County 401(k) Plan · $28M · 379 · 82nd

  • IND $28M
  • EOY 379
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Young Automotive Group 401(k) Profit Sharing Plan
  • EIN ind #16959

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Catholic Charities of Santa Clara County 401(k) Plan in the asset neighbourhood

Marquette Associates, Inc. Employees' Savings & Retirement PlanMarquette Associates, Inc. E…$28MThe John R. Mcadams Company, Inc. Salary Savings PlanThe John R. Mcadams Company,…$28MCatholic Charities of Santa Clara County 401(k) PlanCatholic Charities of Santa …$28MYoung Automotive Group 401(k) Profit Sharing PlanYoung Automotive Group 401(k…$28MLaw Firm of Conway, Olejniczak & Jerry S.C. Retirement Savings Plan & TrustLaw Firm of Conway, Olejnicz…$28M
End-of-year total assets ($M) among Catholic Charities of Santa Clara County 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN942762269
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities of Santa Clara County)

Sponsor-wide plan assets over time

All Catholic Charities of Santa Clara County plans reported in each filing year

Latest sponsor-wide plan assets
$39M 40.33607151333902% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.7M $38.8M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 379 $28M
2023 1 535 $33M
2024 1 567 $39M

Nearby 401(k) Plans in California

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

Catholic Charities of Santa Clara County 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Catholic Charities of Santa Clara County 401(k) Plan, Total assets ($B): 0.027663874 · Participants: 379Catholic Charities of Santa Clara County 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Catholic Charities of Santa Clara County 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Catholic Charities of Santa Clara County 401(k) Plan side-by-side with 3 peers →

Catholic Charities of Santa Clara County 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Young Automotive Group 401(k) Profit Sharing Plan in UT ($28M); by covered participants it is Hospitality Staffing Solutions 401(k) Plan in GA (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 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 Charities of Santa Clara County 401(k) Plan assets move in 2022? ▼
Catholic Charities of Santa Clara County 401(k) Plan pulled back noticeably - down 11.6% during 2022, from $31M to $28M. Reported net income was -$4M.
How have Catholic Charities of Santa Clara County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities of Santa Clara County's sponsor-wide assets grew 40.3%, from $28M to $39M.
Where does Catholic Charities of Santa Clara County 401(k) Plan rank by assets among Form 5500 filers? ▼
Catholic Charities of Santa Clara County 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Catholic Charities of Santa Clara County 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Young Automotive Group 401(k) Profit Sharing Plan in UT ($28M, 960 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Charities of Santa Clara County 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hospitality Staffing Solutions 401(k) Plan in GA (379 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 942762269.

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.