Other · DOL Form 5500 · 2022

Catholic Charities, Inc. - Archdiocese of Hartford Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
523
Participants Below avg headcount
71st
Percentile by assets National rank
$26,640
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford · Sponsored by Catholic Charities, Inc. - Archdiocese of Hartford · Connecticut · Other Services

$14M in assets, 523 participants

Catholic Charities, Inc. - Archdiocese of Hartford's 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford reported $14M in total assets and 523 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,020 in Other Services (8,398 peers)

What the 2022 filing shows

403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford holds $14M for 523 participants - about $26,640 per participant, above the median plan by assets.

#7,020
in Other Services (8,398 peers)
-8.0%
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.

403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford's outsized position by total assets

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

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

$13,932,566 Top 29% higher than 71% 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, Inc. - Archdiocese of Hartford 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. 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford sits mid-pack in the medium band (523 participants).

Form 5500 schedule snapshot

Filing strip 060667607 · Catholic Charities, Inc. - Archdiocese of Hartford PY 2022 · Other

403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford · $14M · 523 · 71st

  • EBSA $14M
  • EBSA 523
  • EBSA 71st
  • EBSA Other
  • EBSA near Christian Academy School System 403(b) Plan
  • EBSA ind #7020

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 Connecticut →

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

Christian Academy School System 403(b) PlanChristian Academy School Sys…$14MCold Spring Harbor Laboratory Frozen 403(b) PlanCold Spring Harbor Laborator…$14MCottage Hospital Tax-Sheltered Annuity PlanCottage Hospital Tax-Shelter…$14M403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford403(b) Thrift Plan of Cathol…$14MMcpherson Hospital Inc. Tax Deferred Annuity PlanMcpherson Hospital Inc. Tax …$14M
End-of-year total assets ($M) among 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN060667607
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities, Inc. - Archdiocese of Hartford)

Sponsor-wide plan assets over time

All Catholic Charities, Inc. - Archdiocese of Hartford plans reported in each filing year

Latest sponsor-wide plan assets
$21M 3.188690439788125% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $21.9M $21.2M ▼ -3.2%
Year Plans Participants Total Assets
2022 2 569 $22M
2023 2 613 $25M
2024 2 651 $21M

Nearby Other Plans in Connecticut

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

403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford, Total assets ($B): 0.013932566 · Participants: 523403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of HartfordYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford vs. nearby Other plans in Connecticut, assets vs. participants
Compare 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford side-by-side with 3 peers →

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

Outside Connecticut, the nearest Other by assets is Christian Academy School System 403(b) Plan in KY ($14M); by covered participants it is Asian Health Services 403(b) Plan in CA (523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (523 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, Inc. - Archdiocese of Hartford assets move in 2022? ▼
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford pulled back noticeably - down 8.0% during 2022, from $15M to $14M. Reported net income was -$1M.
How have Catholic Charities, Inc. - Archdiocese of Hartford plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities, Inc. - Archdiocese of Hartford's sponsor-wide assets declined 3.2%, from $22M to $21M.
Which Other plans are similar in size to 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford? ▼
Among Other plans in other states, the closest by assets is Christian Academy School System 403(b) Plan in KY ($14M, 750 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford? ▼
Among Other plans in other states, the closest by covered participants is Asian Health Services 403(b) Plan in CA (523 participants, $68M 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 060667607.

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.