401(k) · DOL Form 5500 · 2023
Catholic United Financial 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $226,181
- Avg per participant Above avg balance/head
Official DOL plan name: Catholic United Financial 401(k) Plan · Sponsored by Catholic United Financial · Minnesota · Finance & Insurance
$17M in assets, 77 participants
Catholic United Financial's Catholic United Financial 401(k) Plan reported $17M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #4,955 in Finance & Insurance (8,869 peers)
Catholic United Financial multi-year trail
Catholic United Financial's plans moved -52.1% in assets from 2022 to 2024; this filing shows Catholic United Financial 401(k) Plan at $17M / 77 participants.
- #4,955
- in Finance & Insurance (8,869 peers)
- +9.2%
- assets growth YoY
Catholic United Financial 401(k) Plan's outsized position by total assets
Catholic United Financial 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,415,966 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Catholic United Financial 401(k) Plan 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 United Financial 401(k) Plan is a small filing (77 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Catholic United Financial 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Catholic United Financial 401(k) Plan reported participants fell from 85 in the plan year 2022 filing to 77 in the plan year 2023 filing.
- Catholic United Financial 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410182070 · Catholic United Financial PY 2023 · 401(k)
Catholic United Financial 401(k) Plan · $17M · 77 · 70th
- TYPE $17M
- NET 77
- BOOK 70th
- VS-ST 401(k)
- BOY near Accumen 401(k) Plan
- SCH ind #4955
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Catholic United Financial 401(k) Plan in the asset neighbourhood
Catholic United Financial multi-year asset trail
Sponsor-wide plan assets over time
All Catholic United Financial plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 52.09808091165744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 134 | $40M |
| 2023 | 2 | 120 | $42M |
| 2024 | 1 | 96 | $19M |
Catholic United Financial filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 410182070 |
| Plan Effective Date | 1998-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Catholic United Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Accumen 401(k) Plan in AZ ($17M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Accumen 401(k) Plan (AZ) $17M · 369
- Foam Supplies, Inc. 401(k) Profit Sharing Plan and Trust (MO) $17M · 105
- Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan (PA) $17M · 155
- Fms 401(k) Plan (FL) $17M · 258
Similar participant headcount
Nearest other-state filings by covered participants (77 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.