Other · DOL Form 5500 · 2022

Catholic Charities - Diocese O Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
57
Participants Small participant base
26th
Percentile by assets National rank
$19,724
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. · Sponsored by Catholic Charities - Diocese O · Ohio · Other Services

$1M in assets, 57 participants

Catholic Charities - Diocese O's 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. reported $1M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,184 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. ranks #4,184 of 8,398 2022 filers by assets (1785% of the sector average)-$1M for 57 participants.

#4,184
in Other Services (8,398 peers)
-4.3%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. among the smaller filed plans by assets

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. vs every filed plan by assets

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

$1,124,251 26th percentile higher than 26% 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

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. is a small filing (57 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 344428254 · Catholic Charities - Diocese O PY 2022 · Other

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. · $1M · 57 · 26th

  • PHOTO $1M
  • PHOTO 57
  • PHOTO 26th
  • PHOTO Other
  • PHOTO near 403(b) Thrift Plan of Jewish Family Home Care, Inc.
  • PHOTO ind #4184

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 Ohio →

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. in the asset neighbourhood

Retirement Plan of St. Johns Welfare FederationRetirement Plan of St. Johns…$1M403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc.403(b) Thrift Plan of Cathol…$1M403(b) Thrift Plan of Jewish Family Home Care, Inc.403(b) Thrift Plan of Jewish…$1MColorado Humanities 403-B-7 Retirement PlanColorado Humanities 403-B-7 …$1MBrit Media Inc. 401(k) Plan$1M
End-of-year total assets ($M) among 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$50K
Employer EIN344428254
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities - Diocese O)

Sponsor-wide plan assets over time

All Catholic Charities - Diocese O plans reported in each filing year

Latest sponsor-wide plan assets
$1M 17.564049309273464% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M 202220232024 $1.12M $1.32M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 57 $1M
2023 1 55 $1M
2024 1 48 $1M

Nearby Other Plans in Ohio

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

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc., Total assets ($B): 0.001124251 · Participants: 57403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc.Cleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. vs. nearby Other plans in Ohio, assets vs. participants
Compare 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc.'s out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is 403(b) Thrift Plan of Jewish Family Home Care, Inc. in FL ($1M); by covered participants it is Jb Speed Art Museum DC Plan in KY (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc. edged down modestly - down 4.3% during 2022, from $1M to $1M. Reported net income was -$50K.
How have Catholic Charities - Diocese O plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities - Diocese O's sponsor-wide assets grew 17.6%, from $1M to $1M.
Which Other plans are similar in size to 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc.? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Jewish Family Home Care, Inc. in FL ($1M, 104 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Jb Speed Art Museum DC Plan in KY (57 participants, $3M 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 344428254.

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.