401(k) · DOL Form 5500 · 2022

Catholic Charities of the Diocese of Rochester, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
1,286
Participants Near avg headcount
84th
Percentile by assets National rank
$25,508
Avg per participant Low balance/head
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Official DOL plan name: Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan · Sponsored by Catholic Charities of the Diocese of Rochester, Inc. · New York · Other Services

$33M in assets, 1,286 participants

Catholic Charities of the Diocese of Rochester, Inc.'s Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan reported $33M in total assets and 1,286 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,738 in Other Services (8,398 peers)

Where Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan sits by assets

Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 1,286 participants (~$25,508/participant), down 20.7% in 2022.

#7,738
in Other Services (8,398 peers)
-20.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan's outsized position by total assets

Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan vs every filed plan by assets

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

$32,803,614 Top 16% higher than 84% 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 the Diocese of Rochester, Inc. Employee Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan lands in the large band (1,286 participants).

DOL schedule card

Filing strip 160743944 · Catholic Charities of the Diocese of Rochester, Inc. PY 2022 · 401(k)

Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan · $33M · 1,286 · 84th

  • PART $33M
  • PART 1,286
  • PART 84th
  • PART 401(k)
  • PART near Pittsburgh Associates Retirement Savings Plan
  • PART ind #7738

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 New York →

Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan in the asset neighbourhood

Jst Corporation 401(k) Plan$33MCinch Home Services, Inc. and Affiliates 401(k) Retirement PlanCinch Home Services, Inc. an…$33MCatholic Charities of the Diocese of Rochester, Inc. Employee Retirement PlanCatholic Charities of the Di…$33MPittsburgh Associates Retirement Savings PlanPittsburgh Associates Retire…$33MAtl Hawks LLC 401(k) Retirement PlanAtl Hawks LLC 401(k) Retirem…$33M
End-of-year total assets ($M) among Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$33M
Net Income-$9M
Employer EIN160743944
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities of the Diocese of Rochester, Inc.)

Sponsor-wide plan assets over time

All Catholic Charities of the Diocese of Rochester, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 16.355667396891086% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $32.8M $38.2M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 1,286 $33M
2023 2 2,617 $34M
2024 2 2,931 $38M

Nearby 401(k) Plans in New York

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

Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan, Total assets ($B): 0.032803614 · Participants: 1286Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan side-by-side with 3 peers →

Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pittsburgh Associates Retirement Savings Plan in PA ($33M); by covered participants it is Fmc Corporation Savings and Investment Plan in PA (1,286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,286 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 the Diocese of Rochester, Inc. Employee Retirement Plan assets move in 2022? ▼
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan declined sharply - down 20.7% during 2022, from $41M to $33M. Reported net income was -$9M.
How have Catholic Charities of the Diocese of Rochester, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities of the Diocese of Rochester, Inc.'s sponsor-wide assets grew 16.4%, from $33M to $38M.
Where does Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan ranks in the 84th 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 the Diocese of Rochester, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pittsburgh Associates Retirement Savings Plan in PA ($33M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fmc Corporation Savings and Investment Plan in PA (1,286 participants, $573M 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 160743944.

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.