401(k) · DOL Form 5500 · 2023

Catholic Charities of the Diocese of St. Cloud 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
299
Participants Below avg headcount
72nd
Percentile by assets National rank
$66,129
Avg per participant Below avg balance/head
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Official DOL plan name: Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan · Sponsored by Catholic Charities of the Diocese of St. Cloud · Minnesota · Other Services

$20M in assets, 299 participants

Catholic Charities of the Diocese of St. Cloud's Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan reported $20M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,672 in Other Services (7,857 peers)

Coverage in Minnesota

Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan covers 299 participants in Minnesota, about 27% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.

#6,672
in Other Services (7,857 peers)
+16.6%
assets growth YoY

Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan's outsized position by total assets

Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan vs every filed plan by assets

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

$19,772,453 Top 28% higher than 72% 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 Charities of the Diocese of St. Cloud 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan reported participants rose from 280 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410737799 · Catholic Charities of the Diocese of St. Cloud PY 2023 · 401(k)

Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan · $20M · 299 · 72nd

  • ASSETS $20M
  • ASSETS 299
  • ASSETS 72nd
  • ASSETS 401(k)
  • ASSETS near Builtwell Bancorp Inc. 401(k) Plan
  • ASSETS ind #6672

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 Minnesota →

Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan in the asset neighbourhood

Catholic Charities of the Diocese of St. Cloud 401(k) Retirement PlanCatholic Charities of the Di…$20MBuiltwell Bancorp Inc. 401(k) PlanBuiltwell Bancorp Inc. 401(k…$20MAhern 401(k) Retirement Plan$20MOuster, Inc. 401(k) Plan$20MLegacy Infrastructure Group 401(k) PlanLegacy Infrastructure Group …$20M
End-of-year total assets ($M) among Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN410737799
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities of the Diocese of St. Cloud)

Sponsor-wide plan assets over time

All Catholic Charities of the Diocese of St. Cloud plans reported in each filing year

Latest sponsor-wide plan assets
$22M 31.009435837074506% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $22.2M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 280 $17M
2023 1 299 $20M
2024 1 269 $22M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan, Total assets ($B): 0.019772453 · Participants: 299Catholic Charities of the Diocese of St. Cloud 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan side-by-side with 3 peers →

Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Builtwell Bancorp Inc. 401(k) Plan in TN ($20M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Charities of the Diocese of St. Cloud 401(k) Retirement Plan assets move in 2023? ▼
Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan grew sharply - up 16.6% during 2023, from $17M to $20M. Reported net income was $3M.
How have Catholic Charities of the Diocese of St. Cloud plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities of the Diocese of St. Cloud's sponsor-wide assets grew 31.0%, from $17M to $22M.
Which 401(k) plans are similar in size to Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Builtwell Bancorp Inc. 401(k) Plan in TN ($20M, 268 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Charities of the Diocese of St. Cloud 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants, $15M 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 410737799.

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.