Other · DOL Form 5500 · 2023
Congregation of the Daughters of Divine Charity, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $69,535
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. · Sponsored by Congregation of the Daughters of Divine Charity, Inc. · New York · Other Services
$7M in assets, 106 participants
Congregation of the Daughters of Divine Charity, Inc.'s 403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. reported $7M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,641 in Other Services (7,857 peers)
Coverage in New York
403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #5,641
- in Other Services (7,857 peers)
- +6.7%
- assets growth YoY
403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,370,663 Top 48% higher than 52% 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
403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. 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. 403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. reported net income rose from -$925K in the plan year 2022 filing to $461K in the plan year 2023 filing.
- 403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 135562407 · Congregation of the Daughters of Divine Charity, Inc. PY 2023 · Other
403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. · $7M · 106 · 52nd
- EOY $7M
- EOY 106
- EOY 52nd
- EOY Other
- EOY near Clackamas County Childrens Commission 403(b) Plan
- EOY ind #5641
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 New York →
403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $461K |
| Employer EIN | 135562407 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Congregation of the Daughters of Divine Charity, Inc.)
Sponsor-wide plan assets over time
All Congregation of the Daughters of Divine Charity, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 23.68045077199654% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $7M |
| 2023 | 1 | 106 | $7M |
| 2024 | 1 | 157 | $9M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
403(b) Thrift Plan of Congregation of the Daughters of Divine Charity, Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Clackamas County Childrens Commission 403(b) Plan in OR ($7M); by covered participants it is 403(b) Thrift Plan of Senior Resources of West Michigan in MI (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 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.