Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan of Cathedral Square Corporation

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

Sponsored by Cathedral Square Corporation · Vermont · Other Services

What the 2023 filing shows

403(b) Thrift Plan of Cathedral Square Corporation holds $10M for 154 participants — about $64,217 per participant, up 23.0% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
154
covered participants
$64,217
avg assets per participant
+23.0%
assets growth YoY
Total Assets (2023)
$10M
Participants
154
State
Industry
Other Services

What the Filing Says About 403(b) Thrift Plan of Cathedral Square Corporation

403(b) Thrift Plan of Cathedral Square Corporation is a Profit Sharing retirement plan sponsored by Cathedral Square Corporation, headquartered in Vermont. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 154 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 030264362, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2022 to $10M at year-end — a gain of 23.0%. Net assets (after liabilities) closed the year at $10M, with reported net income of $2M 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 1 prior plan-year filing 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)$8M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN030264362
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cathedral Square Corporation)

Year Plans Participants Total Assets
2022 1 154 $10M
2023 1 146 $13M

Nearby Profit Sharing Plans in Vermont

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of Cathedral Square Corporation?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan of Cathedral Square Corporation holds $10M in total assets with 154 participants. It is sponsored by Cathedral Square Corporation.
What type of plan is 403(b) Thrift Plan of Cathedral Square Corporation?
403(b) Thrift Plan of Cathedral Square Corporation is a Profit Sharing plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 030264362.
Who sponsors the 403(b) Thrift Plan of Cathedral Square Corporation?
403(b) Thrift Plan of Cathedral Square Corporation is sponsored by Cathedral Square Corporation, located in Vermont. The sponsor's EIN is 030264362 and the plan operates in the Other Services industry.
How did 403(b) Thrift Plan of Cathedral Square Corporation perform in 2022?
403(b) Thrift Plan of Cathedral Square Corporation grew by 23.0% during 2022, moving from $8M to $10M in total assets. Net income was $2M.
Where can I find official filings for 403(b) Thrift Plan of Cathedral Square Corporation?
Official Form 5500 filings for 403(b) Thrift Plan of Cathedral Square Corporation are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 030264362 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of Cathedral Square Corporation compare to other plans?
You can compare 403(b) Thrift Plan of Cathedral Square Corporation against other Profit Sharing plans on the plan type page, or view plans in Vermont 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 030264362.

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.