Other · DOL Form 5500 · 2023

Catholic Charities - Diocese O Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
55
Participants Small participant base
25th
Percentile by assets National rank
$21,881
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo · Sponsored by Catholic Charities - Diocese O · Ohio · Other Services

$1M in assets, 55 participants

Catholic Charities - Diocese O's 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo reported $1M in total assets and 55 participants in its 2023 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.

  • #3,932 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo ranks #3,932 of 7,857 2023 filers by assets (1668% of the sector average)-$1M for 55 participants.

#3,932
in Other Services (7,857 peers)
+7.0%
assets growth YoY

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo among the smaller filed plans by assets

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo vs every filed plan by assets

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

$1,203,452 25th percentile higher than 25% 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

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo reported net income rose from -$50K in the plan year 2022 filing to $79K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo reported participants fell from 57 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 344428254 · Catholic Charities - Diocese O PY 2023 · Other

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo · $1M · 55 · 25th

  • EOY $1M
  • 5500 55
  • ASSETS 25th
  • PCT Other
  • EIN near Ocab, Inc. Community Action Agency Tsa Plan
  • RANK ind #3932

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 Ohio →

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo in the asset neighbourhood

Morrison Center 403(b) Retirement PlanMorrison Center 403(b) Retir…$1M403(b) Thrift Plan of Catholic Charities - Diocese of Toledo403(b) Thrift Plan of Cathol…$1MOcab, Inc. Community Action Agency Tsa PlanOcab, Inc. Community Action …$1MMountain Vista Health Park Pension and Savings 403(b) PlanMountain Vista Health Park P…$1MGordon Management Co., Inc. Profit Sharing Plan and TrustGordon Management Co., Inc. …$1M
End-of-year total assets ($M) among 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$79K
Employer EIN344428254
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities - Diocese O)

Sponsor-wide plan assets over time

All Catholic Charities - Diocese O plans reported in each filing year

Latest sponsor-wide plan assets
$1M 17.564049309273464% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M 202220232024 $1.12M $1.32M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 57 $1M
2023 1 55 $1M
2024 1 48 $1M

Nearby Other Plans in Ohio

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

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Total assets ($B): 0.001203452 · Participants: 55403(b) Thrift Plan of Catholic Charities - Diocese of ToledoCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo vs. nearby Other plans in Ohio, assets vs. participants
Compare 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo side-by-side with 3 peers →

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Ocab, Inc. Community Action Agency Tsa Plan in SC ($1M); by covered participants it is Princeton Child Development Institute, Inc. Defined Contribution Retirement Plan in NJ (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo assets move in 2023? ▼
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo grew at a solid clip - up 7.0% during 2023, from $1M to $1M. Reported net income was $79K.
How have Catholic Charities - Diocese O plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities - Diocese O's sponsor-wide assets grew 17.6%, from $1M to $1M.
Where does 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Other plans are similar in size to 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo? ▼
Among Other plans in other states, the closest by assets is Ocab, Inc. Community Action Agency Tsa Plan in SC ($1M, 115 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo? ▼
Among Other plans in other states, the closest by covered participants is Princeton Child Development Institute, Inc. Defined Contribution Retirement Plan in NJ (55 participants, $9M 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 344428254.

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.