Other
2022 plan-year Other DOL Form 5500

403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Diocese of Youngstown Catholic Charities Corporation · Ohio · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation holds $2M for 85 participants — about $23,674 per participant, down 16.9% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
85
covered participants
$23,674
avg assets per participant
-16.9%
assets change YoY

The plan reported a net loss of $408K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
85
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation

403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation is a Other retirement plan sponsored by Diocese of Youngstown Catholic Charities Corporation, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 85 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 341896981, and the plan has been effective since 2008-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a decline of 16.9%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-407,885 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-407,885
Plan TypeOther
Employer EIN341896981
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation holds $2M in total assets with 85 participants. It is sponsored by Diocese of Youngstown Catholic Charities Corporation.
What type of plan is 403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation?
403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation is a Other plan. It has been effective since 2008-09-01. The plan is filed with the U.S. Department of Labor under EIN 341896981.
Who sponsors the 403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation?
403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation is sponsored by Diocese of Youngstown Catholic Charities Corporation, located in Ohio. The sponsor's EIN is 341896981 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation perform in 2022?
403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation declined by 16.9% during 2022, moving from $2M to $2M in total assets. Net income was $-407,885.
Where can I find official filings for 403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation?
Official Form 5500 filings for 403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341896981 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation compare to other plans?
You can compare 403(b) Thrift Plan of Diocese of Youngstown Catholic Charities Corporation against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 341896981.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.