Other · DOL Form 5500 · 2022

Catholic Eldercare, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
363
Participants Below avg headcount
60th
Percentile by assets National rank
$22,016
Avg per participant Low balance/head
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Official DOL plan name: Catholic Eldercare 403(b) Plan · Sponsored by Catholic Eldercare, Inc. · Minnesota · Healthcare & Social Assistance

$8M in assets, 363 participants

Catholic Eldercare, Inc.'s Catholic Eldercare 403(b) Plan reported $8M in total assets and 363 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,267 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Catholic Eldercare 403(b) Plan covers 363 participants in Minnesota, about 32% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#13,267
in Healthcare & Social Assistance (20,060 peers)
-24.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Catholic Eldercare 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Catholic Eldercare 403(b) Plan vs every filed plan by assets

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

$7,991,719 Top 40% higher than 60% 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 Eldercare 403(b) 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 Eldercare 403(b) Plan sits mid-pack in the medium band (363 participants).

EBSA filing schedule strip

Filing strip 411399954 · Catholic Eldercare, Inc. PY 2022 · Other

Catholic Eldercare 403(b) Plan · $8M · 363 · 60th

  • ASSETS $8M
  • PCT 363
  • EIN 60th
  • RANK Other
  • PHOTO near Peninsula Community Health Services 403(b) Plan
  • IND ind #13267

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 Minnesota →

Catholic Eldercare 403(b) Plan in the asset neighbourhood

Good Hope Country Day School, Inc. Defined Contribution PlanGood Hope Country Day School…$8MThe Children's Guild 403(b) PlanThe Children's Guild 403(b) …$8MCatholic Eldercare 403(b) PlanCatholic Eldercare 403(b) Pl…$8MPeninsula Community Health Services 403(b) PlanPeninsula Community Health S…$8MCornerstone Education Group 403(b) PlanCornerstone Education Group …$8M
End-of-year total assets ($M) among Catholic Eldercare 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN411399954
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Eldercare, Inc.)

Sponsor-wide plan assets over time

All Catholic Eldercare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 16.90269640361479% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.99M $9.34M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 363 $8M
2023 1 364 $9M
2024 1 427 $9M

Nearby Other Plans in Minnesota

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

Catholic Eldercare 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Catholic Eldercare 403(b) Plan, Total assets ($B): 0.007991719 · Participants: 363Catholic Eldercare 403(b) PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Catholic Eldercare 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants

Catholic Eldercare 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Peninsula Community Health Services 403(b) Plan in WA ($8M); by covered participants it is Community Services for Autistic Adults and Children 403(b) Plan in MD (363 participants). Same-state nearby plans are listed separately above.

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 Eldercare 403(b) Plan assets move in 2022?
Catholic Eldercare 403(b) Plan declined sharply - down 24.2% during 2022, from $11M to $8M. Reported net income was -$3M.
How have Catholic Eldercare, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Catholic Eldercare, Inc.'s sponsor-wide assets grew 16.9%, from $8M to $9M.
Which Other plans are similar in size to Catholic Eldercare 403(b) Plan?
Among Other plans in other states, the closest by assets is Peninsula Community Health Services 403(b) Plan in WA ($8M, 190 participants).
Which Other plans cover a similar participant headcount to Catholic Eldercare 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Community Services for Autistic Adults and Children 403(b) Plan in MD (363 participants, $9M in assets).