401(k)
2022 plan-year 401(k) DOL Form 5500

Holy Cross Village 401(k) Retirement Plan

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

Sponsored by Holy Cross Village at Notre Dame · Indiana · Healthcare & Social Assistance

What the 2023 filing shows

Holy Cross Village 401(k) Retirement Plan holds $2M for 86 participants — about $24,642 per participant, down 10.8% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
86
covered participants
$24,642
avg assets per participant
-10.8%
assets change YoY

The plan reported a net loss of $258K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
86
State
Industry
Healthcare & Social Assistance

What the Filing Says About Holy Cross Village 401(k) Retirement Plan

Holy Cross Village 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Holy Cross Village at Notre Dame, headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 86 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 352084623, and the plan has been effective since 2009-07-01. 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 10.8%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-258,212 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)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-258,212
Plan Type401(k)
Employer EIN352084623
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holy Cross Village at Notre Dame)

Year Plans Participants Total Assets
2022 1 86 $2M
2023 1 114 $2M
2024 1 143 $3M

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Frequently Asked Questions

How much money is in the Holy Cross Village 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Holy Cross Village 401(k) Retirement Plan holds $2M in total assets with 86 participants. It is sponsored by Holy Cross Village at Notre Dame.
What type of plan is Holy Cross Village 401(k) Retirement Plan?
Holy Cross Village 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2009-07-01. The plan is filed with the U.S. Department of Labor under EIN 352084623.
Who sponsors the Holy Cross Village 401(k) Retirement Plan?
Holy Cross Village 401(k) Retirement Plan is sponsored by Holy Cross Village at Notre Dame, located in Indiana. The sponsor's EIN is 352084623 and the plan operates in the Healthcare & Social Assistance industry.
How did Holy Cross Village 401(k) Retirement Plan perform in 2022?
Holy Cross Village 401(k) Retirement Plan declined by 10.8% during 2022, moving from $2M to $2M in total assets. Net income was $-258,212.
Where can I find official filings for Holy Cross Village 401(k) Retirement Plan?
Official Form 5500 filings for Holy Cross Village 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 352084623 or plan name at efast.dol.gov.
How does Holy Cross Village 401(k) Retirement Plan compare to other plans?
You can compare Holy Cross Village 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Indiana 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 352084623.

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.