Other · DOL Form 5500 · 2022
CARITAS Retirement Plan
Data updated 2026-08-25
- $962K
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $10,125
- Avg per participant Low balance/head
Official DOL plan name: Caritas 403(b) Plan · Sponsored by CARITAS · Virginia · Healthcare & Social Assistance
$962K in assets, 95 participants
CARITAS's Caritas 403(b) Plan reported $962K in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,331 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Caritas 403(b) Plan contracted severely 30.3% in 2022 ($1M → $962K) for 95 participants.
- #4,331
- in Healthcare & Social Assistance (20,060 peers)
- -30.3%
- assets change YoY
The plan reported a net loss of $418K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caritas 403(b) Plan among the smaller filed plans by assets
Caritas 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$961,860 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Caritas 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caritas 403(b) Plan is a small filing (95 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 541441917 · CARITAS PY 2022 · Other
Caritas 403(b) Plan · $962K · 95 · 25th
- SCH $962K
- EBSA 95
- PART 25th
- TYPE Other
- NET near The Aafsc 403(b) Retirement Plan
- BOOK ind #4331
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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Caritas 403(b) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $962K |
| Net Income | -$418K |
| Employer EIN | 541441917 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $2.7B · 26,421
- The George Washington University Supplemental Retirement Plan $1.4B · 7,903
- Institute for Defense Analyses Tax Deferred Annuity Plan $719M · 1,346
- Carilion Clinic 403(b) Retirement Savings Plan $597M · 12,418
- Centra Health Matching Tax Deferred Savings Plan $595M · 6,854
Caritas 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is The Aafsc 403(b) Retirement Plan in NY ($964K); by covered participants it is Maine Coast Memorial Hospital Retirement Plan in ME (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($962K here).
- The Aafsc 403(b) Retirement Plan (NY) $964K · 128
- Mayfair Advisory Group 401(k) Profit Sharing Plan (AL) $960K · 4
- Dogwood Timber, Inc. 401(k) Plan (TX) $965K · 4
- Aids Foundation Houston, Inc 403(b) Plan (TX) $967K · 61
Similar participant headcount
Nearest other-state filings by covered participants (95 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.