Other · DOL Form 5500 · 2023

Catholic Charities & Community Svc Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
576
Participants Below avg headcount
72nd
Percentile by assets National rank
$33,963
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of the Catholic Charities · Sponsored by Catholic Charities & Community Svc · Colorado · Other Services

$20M in assets, 576 participants

Catholic Charities & Community Svc's 403(b) Thrift Plan of the Catholic Charities reported $20M in total assets and 576 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.

  • #6,661 in Other Services (7,857 peers)

Catholic Charities & Community Svc multi-year trail

Catholic Charities & Community Svc's plans moved +40.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of the Catholic Charities at $20M / 576 participants.

#6,661
in Other Services (7,857 peers)
+20.6%
assets growth YoY

403(b) Thrift Plan of the Catholic Charities's outsized position by total assets

403(b) Thrift Plan of the Catholic Charities vs every filed plan by assets

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

$19,562,512 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

403(b) Thrift Plan of the Catholic Charities 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 the Catholic Charities sits mid-pack in the medium band (576 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of the Catholic Charities reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • 403(b) Thrift Plan of the Catholic Charities reported participants rose from 410 in the plan year 2022 filing to 576 in the plan year 2023 filing.
  • 403(b) Thrift Plan of the Catholic Charities end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840686679 · Catholic Charities & Community Svc PY 2023 · Other

403(b) Thrift Plan of the Catholic Charities · $20M · 576 · 72nd

  • PHOTO $20M
  • IND 576
  • EOY 72nd
  • 5500 Other
  • ASSETS near Lutheran Services Florida Retirement Plan
  • PCT ind #6661

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 Colorado →

403(b) Thrift Plan of the Catholic Charities in the asset neighbourhood

403(b) Thrift Plan of the Catholic Charities403(b) Thrift Plan of the Ca…$20MLutheran Services Florida Retirement PlanLutheran Services Florida Re…$20MThe Out-of-Door Academy Tax Deferred Annuity PlanThe Out-of-Door Academy Tax …$20MMiami Valley School DC Retirement PlanMiami Valley School DC Retir…$20MInternational Longshoremen's Association, AFL-CIOInternational Longshoremen's…$20M
End-of-year total assets ($M) among 403(b) Thrift Plan of the Catholic Charities and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Catholic Charities & Community Svc multi-year asset trail

Sponsor-wide plan assets over time

All Catholic Charities & Community Svc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 40.15688860843429% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.2M $22.7M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 410 $16M
2023 1 576 $20M
2024 1 595 $23M

Catholic Charities & Community Svc filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN840686679
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

403(b) Thrift Plan of the Catholic Charities vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants 403(b) Thrift Plan of the Catholic Charities, Total assets ($B): 0.019562512 · Participants: 576403(b) Thrift Plan of the Catholic CharitiesUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
403(b) Thrift Plan of the Catholic Charities vs. nearby Other plans in Colorado, assets vs. participants
Compare 403(b) Thrift Plan of the Catholic Charities side-by-side with 3 peers →

403(b) Thrift Plan of the Catholic Charities's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Lutheran Services Florida Retirement Plan in FL ($20M); by covered participants it is Appalachian Regional Healthcare, Inc. Voluntary Plan in KY (577 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (576 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 403(b) Thrift Plan of the Catholic Charities assets move in 2023? ▼
403(b) Thrift Plan of the Catholic Charities grew sharply - up 20.6% during 2023, from $16M to $20M. Reported net income was $3M.
How have Catholic Charities & Community Svc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities & Community Svc's sponsor-wide assets grew 40.2%, from $16M to $23M.
Which Other plans are similar in size to 403(b) Thrift Plan of the Catholic Charities? ▼
Among Other plans in other states, the closest by assets is Lutheran Services Florida Retirement Plan in FL ($20M, 2,612 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of the Catholic Charities? ▼
Among Other plans in other states, the closest by covered participants is Appalachian Regional Healthcare, Inc. Voluntary Plan in KY (577 participants, $29M 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 840686679.

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.