Other · DOL Form 5500 · 2023

Catholic Charities, Inc. Diocese of Madison Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
190
Participants Below avg headcount
51st
Percentile by assets National rank
$37,507
Avg per participant Low balance/head
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Official DOL plan name: Catholic Charities, Inc. Diocese of Madison Retirement Plan · Sponsored by Catholic Charities, Inc. Diocese of Madison · Wisconsin · Healthcare & Social Assistance

$7M in assets, 190 participants

Catholic Charities, Inc. Diocese of Madison's Catholic Charities, Inc. Diocese of Madison Retirement Plan reported $7M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,031 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Catholic Charities, Inc. Diocese of Madison Retirement Plan covers 190 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#10,031
in Healthcare & Social Assistance (17,684 peers)
+14.8%
assets growth YoY

Catholic Charities, Inc. Diocese of Madison Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Catholic Charities, Inc. Diocese of Madison Retirement Plan vs every filed plan by assets

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

$7,126,252 Top 49% higher than 51% 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, Inc. Diocese of Madison 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, Inc. Diocese of Madison Retirement Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Charities, Inc. Diocese of Madison Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $919K in the plan year 2023 filing.
  • Catholic Charities, Inc. Diocese of Madison Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Catholic Charities, Inc. Diocese of Madison Retirement Plan reported participants fell from 218 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390807067 · Catholic Charities, Inc. Diocese of Madison PY 2023 · Other

Catholic Charities, Inc. Diocese of Madison Retirement Plan · $7M · 190 · 51st

  • PHOTO $7M
  • PHOTO 190
  • PHOTO 51st
  • PHOTO Other
  • PHOTO near Western Montana Mental Health Center 403(b) Retirement Plan
  • PHOTO ind #10031

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Catholic Charities, Inc. Diocese of Madison Retirement Plan in the asset neighbourhood

Catholic Charities, Inc. Diocese of Madison Retirement PlanCatholic Charities, Inc. Dio…$7MWestern Montana Mental Health Center 403(b) Retirement PlanWestern Montana Mental Healt…$7MThe Cedars of Marin 403(b) DC PlanThe Cedars of Marin 403(b) D…$7MImpact Tax Deferred Annuity PlanImpact Tax Deferred Annuity …$7MUrban Affairs Coalition 403(b) Retirement PlanUrban Affairs Coalition 403(…$7M
End-of-year total assets ($M) among Catholic Charities, Inc. Diocese of Madison Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$919K
Employer EIN390807067
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities, Inc. Diocese of Madison)

Sponsor-wide plan assets over time

All Catholic Charities, Inc. Diocese of Madison plans reported in each filing year

Latest sponsor-wide plan assets
$7M 20.489485312299394% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.21M $7.48M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 218 $6M
2023 1 190 $7M
2024 1 125 $7M

Nearby Other Plans in Wisconsin

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

Catholic Charities, Inc. Diocese of Madison Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Catholic Charities, Inc. Diocese of Madison Retirement Plan, Total assets ($B): 0.007126252 · Participants: 190Catholic Charities, Inc. Diocese of Madison Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Catholic Charities, Inc. Diocese of Madison Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Catholic Charities, Inc. Diocese of Madison Retirement Plan side-by-side with 3 peers →

Catholic Charities, Inc. Diocese of Madison Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Western Montana Mental Health Center 403(b) Retirement Plan in MT ($7M); by covered participants it is The Winston Preparatory School 403(b) DC Plan in NY (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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, Inc. Diocese of Madison Retirement Plan assets move in 2023? ▼
Catholic Charities, Inc. Diocese of Madison Retirement Plan grew at a solid clip - up 14.8% during 2023, from $6M to $7M. Reported net income was $919K.
How have Catholic Charities, Inc. Diocese of Madison plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities, Inc. Diocese of Madison's sponsor-wide assets grew 20.5%, from $6M to $7M.
Which Other plans are similar in size to Catholic Charities, Inc. Diocese of Madison Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Western Montana Mental Health Center 403(b) Retirement Plan in MT ($7M, 326 participants).
Which Other plans cover a similar participant headcount to Catholic Charities, Inc. Diocese of Madison Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Winston Preparatory School 403(b) DC Plan in NY (190 participants, $34M 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 390807067.

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.