Other · DOL Form 5500 · 2022

Catholic Charities Diocese of Fort Worth Incorporated Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
276
Participants Below avg headcount
64th
Percentile by assets National rank
$34,639
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Catholic Charities Fort Worth 403b Plan · Sponsored by Catholic Charities Diocese of Fort Worth Incorporated · Texas · Other Services

$10M in assets, 276 participants

Catholic Charities Diocese of Fort Worth Incorporated's Catholic Charities Fort Worth 403b Plan reported $10M in total assets and 276 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,644 in Other Services (8,398 peers)

Coverage in Texas

Catholic Charities Fort Worth 403b Plan covers 276 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#6,644
in Other Services (8,398 peers)
-12.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catholic Charities Fort Worth 403b Plan's mid-pack asset rank among Other Services and all filers

Catholic Charities Fort Worth 403b Plan vs every filed plan by assets

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

$9,560,403 Top 36% higher than 64% 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 Fort Worth 403b 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 Fort Worth 403b Plan sits mid-pack in the medium band (276 participants).

Plan-year Form 5500 strip

Filing strip 750808769 · Catholic Charities Diocese of Fort Worth Incorporated PY 2022 · Other

Catholic Charities Fort Worth 403b Plan · $10M · 276 · 64th

  • PCT $10M
  • PCT 276
  • PCT 64th
  • PCT Other
  • PCT near 403(b) Thrift Plan of Mountainlands Community Health Center
  • PCT ind #6644

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 Texas →

Catholic Charities Fort Worth 403b Plan in the asset neighbourhood

Samuel U. Rodgers Health Center 403(b) PlanSamuel U. Rodgers Health Cen…$10MJacksonville Country Day School, Inc. 403(b) PlanJacksonville Country Day Sch…$10MCatholic Charities Fort Worth 403b PlanCatholic Charities Fort Wort…$10M403(b) Thrift Plan of Mountainlands Community Health Center403(b) Thrift Plan of Mounta…$10MThames Valley Council for Community Action, Inc. Employee Contribution PlanThames Valley Council for Co…$10M
End-of-year total assets ($M) among Catholic Charities Fort Worth 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN750808769
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities Diocese of Fort Worth Incorporated)

Sponsor-wide plan assets over time

All Catholic Charities Diocese of Fort Worth Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$14M 47.555024615594135% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.56M $14.1M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 276 $10M
2023 1 296 $12M
2024 1 344 $14M

Nearby Other Plans in Texas

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

Catholic Charities Fort Worth 403b Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Catholic Charities Fort Worth 403b Plan, Total assets ($B): 0.009560403 · Participants: 276Catholic Charities Fort Worth 403b PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Catholic Charities Fort Worth 403b Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Catholic Charities Fort Worth 403b Plan side-by-side with 3 peers →

Catholic Charities Fort Worth 403b Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is 403(b) Thrift Plan of Mountainlands Community Health Center in UT ($10M); by covered participants it is Macomb-Oakland Regional Center 403(b) Plan in MI (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Fort Worth 403b Plan assets move in 2022? ▼
Catholic Charities Fort Worth 403b Plan pulled back noticeably - down 12.0% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Catholic Charities Diocese of Fort Worth Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities Diocese of Fort Worth Incorporated's sponsor-wide assets grew 47.6%, from $10M to $14M.
Which Other plans are similar in size to Catholic Charities Fort Worth 403b Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Mountainlands Community Health Center in UT ($10M, 161 participants).
Which Other plans cover a similar participant headcount to Catholic Charities Fort Worth 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Macomb-Oakland Regional Center 403(b) Plan in MI (276 participants, $18M 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 750808769.

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.