Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford

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

Sponsored by Catholic Charities, Inc. - Archdiocese of Hartford · Connecticut · Healthcare & Social Assistance

What the 2023 filing shows

Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford holds $8M for 46 participants — about $172,382 per participant, down 22.5% over the 2022 plan year.

$8M
total plan assets (2022 EOY)
46
covered participants
$172,382
avg assets per participant
-22.5%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$8M
Participants
46
State
Industry
Healthcare & Social Assistance

What the Filing Says About Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford

Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford is a Defined Benefit (Pension) retirement plan sponsored by Catholic Charities, Inc. - Archdiocese of Hartford, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 46 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 060667607, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $8M at year-end — a decline of 22.5%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-2,306,609 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)$10M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$-2,306,609
Plan TypeDefined Benefit (Pension)
Employer EIN060667607
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 2 569 $22M
2023 2 613 $25M
2024 2 651 $21M

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford?
As of the 2022 Form 5500 filing, Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford holds $8M in total assets with 46 participants. It is sponsored by Catholic Charities, Inc. - Archdiocese of Hartford.
What type of plan is Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford?
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford is a Defined Benefit (Pension) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 060667607.
Who sponsors the Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford?
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford is sponsored by Catholic Charities, Inc. - Archdiocese of Hartford, located in Connecticut. The sponsor's EIN is 060667607 and the plan operates in the Healthcare & Social Assistance industry.
How did Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford perform in 2022?
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford declined by 22.5% during 2022, moving from $10M to $8M in total assets. Net income was $-2,306,609.
Where can I find official filings for Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford?
Official Form 5500 filings for Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060667607 or plan name at efast.dol.gov.
How does Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford compare to other plans?
You can compare Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford against other Defined Benefit (Pension) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

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.