Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo

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

Sponsored by Catholic Charities - Diocese O · Ohio · Other Services

What the 2023 filing shows

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo holds N/A for 55 participants.

N/A
total plan assets (2023 EOY)
55
covered participants
Total Assets (2023)
N/A
Participants
55
State
Industry
Other Services

What the Filing Says About 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo is a Profit Sharing retirement plan sponsored by Catholic Charities - Diocese O, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 55 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 344428254, and the plan has been effective since 2015-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. 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)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeProfit Sharing
Employer EIN344428254
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities - Diocese O)

Year Plans Participants Total Assets
2022 1 57 N/A
2023 1 55 N/A
2024 1 48 N/A

Nearby Profit Sharing Plans in Ohio

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo?
As of the 2023 Form 5500 filing, 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo holds N/A in total assets with 55 participants. It is sponsored by Catholic Charities - Diocese O.
What type of plan is 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo?
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo is a Profit Sharing plan. It has been effective since 2015-04-01. The plan is filed with the U.S. Department of Labor under EIN 344428254.
Who sponsors the 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo?
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo is sponsored by Catholic Charities - Diocese O, located in Ohio. The sponsor's EIN is 344428254 and the plan operates in the Other Services industry.
How did 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo perform in 2023?
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo held N/A in total assets at the end of 2023.
Where can I find official filings for 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo?
Official Form 5500 filings for 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 344428254 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo compare to other plans?
You can compare 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo against other Profit Sharing plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

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.