Other · DOL Form 5500 · 2023

Catholic Health Association of the U.S. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
73
Participants Small participant base
61st
Percentile by assets National rank
$155,084
Avg per participant Above avg balance/head
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Official DOL plan name: Catholic Health Association · Sponsored by Catholic Health Association of the U.S. · Missouri · Other Services

$11M in assets, 73 participants

Catholic Health Association of the U.S.'s Catholic Health Association reported $11M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,124 in Other Services (7,857 peers)

Catholic Health Association of the U.S. multi-year trail

Catholic Health Association of the U.S.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Catholic Health Association at $11M / 73 participants.

#6,124
in Other Services (7,857 peers)
+11.7%
assets growth YoY

Catholic Health Association's mid-pack asset rank among Other Services and all filers

Catholic Health Association vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,321,148 Top 39% higher than 61% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Catholic Health Association among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Health Association is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Health Association reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Catholic Health Association end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Catholic Health Association reported participants rose from 66 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 430653271 · Catholic Health Association of the U.S. PY 2023 · Other

Catholic Health Association · $11M · 73 · 61st

  • EIN $11M
  • EIN 73
  • EIN 61st
  • EIN Other
  • EIN near Creoks Mental Health Services 403(b) Plan
  • EIN ind #6124

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 Other Services retirement plans → · Plans in Missouri →

Catholic Health Association in the asset neighbourhood

The Community Nursing Services 403(b) PlanThe Community Nursing Servic…$11MCatholic Health Association$11MCreoks Mental Health Services 403(b) PlanCreoks Mental Health Service…$11MThe Emery Weiner School Tax 403(b) PlanThe Emery Weiner School Tax …$11MFairfield Memorial Hospital Association Employees Retirement PlanFairfield Memorial Hospital …$11M
End-of-year total assets ($M) among Catholic Health Association and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Catholic Health Association of the U.S. multi-year asset trail

Sponsor-wide plan assets over time

All Catholic Health Association of the U.S. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 13.820661938283926% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $29.1M $33.1M ▲ +13.8%
Year Plans Participants Total Assets
2022 2 132 $29M
2023 2 146 $33M
2024 2 148 $33M

Catholic Health Association of the U.S. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN430653271
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Missouri

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

Catholic Health Association vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Catholic Health Association, Total assets ($B): 0.011321148 · Participants: 73Catholic Health AssociationWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Catholic Health Association vs. nearby Other plans in Missouri, assets vs. participants
Compare Catholic Health Association side-by-side with 3 peers →

Catholic Health Association's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Creoks Mental Health Services 403(b) Plan in OK ($11M); by covered participants it is Exchange Club-Carl Perkins Center 403(b) Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Catholic Health Association assets move in 2023? ▼
Catholic Health Association grew at a solid clip - up 11.7% during 2023, from $10M to $11M. Reported net income was $1M.
How have Catholic Health Association of the U.S. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Health Association of the U.S.'s sponsor-wide assets grew 13.8%, from $29M to $33M.
Which Other plans are similar in size to Catholic Health Association? ▼
Among Other plans in other states, the closest by assets is Creoks Mental Health Services 403(b) Plan in OK ($11M, 739 participants).
Which Other plans cover a similar participant headcount to Catholic Health Association? ▼
Among Other plans in other states, the closest by covered participants is Exchange Club-Carl Perkins Center 403(b) Plan in TN (73 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430653271.

Read our methodology - how this data is sourced, computed, and verified.

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