401(k) · DOL Form 5500 · 2023

Catholic Life Insurance 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
69
Participants Small participant base
71st
Percentile by assets National rank
$266,047
Avg per participant High balance/head
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Official DOL plan name: Catholic Life Insurance Retirement Accumulation Plan · Sponsored by Catholic Life Insurance · Texas · Information & Media

$18M in assets, 69 participants

Catholic Life Insurance's Catholic Life Insurance Retirement Accumulation Plan reported $18M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,714 in Information & Media (2,818 peers)

Catholic Life Insurance multi-year trail

Catholic Life Insurance's plans moved +22.1% in assets from 2022 to 2024; this filing shows Catholic Life Insurance Retirement Accumulation Plan at $18M / 69 participants.

#1,714
in Information & Media (2,818 peers)
+15.6%
assets growth YoY

Catholic Life Insurance Retirement Accumulation Plan's outsized position by total assets

Catholic Life Insurance Retirement Accumulation Plan vs every filed plan by assets

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

$18,357,212 Top 29% higher than 71% 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 Life Insurance Retirement Accumulation 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 Life Insurance Retirement Accumulation Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Life Insurance Retirement Accumulation Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Catholic Life Insurance Retirement Accumulation Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Catholic Life Insurance Retirement Accumulation Plan reported participants rose from 62 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 740548665 · Catholic Life Insurance PY 2023 · 401(k)

Catholic Life Insurance Retirement Accumulation Plan · $18M · 69 · 71st

  • BOY $18M
  • SCH 69
  • EBSA 71st
  • PART 401(k)
  • TYPE near Clampco Products, Inc. 401(k) Profit Sharing Plan
  • NET ind #1714

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 Information & Media retirement plans → · Plans in Texas →

Catholic Life Insurance Retirement Accumulation Plan in the asset neighbourhood

Catholic Life Insurance Retirement Accumulation PlanCatholic Life Insurance Reti…$18MClampco Products, Inc. 401(k) Profit Sharing PlanClampco Products, Inc. 401(k…$18MCardi's Department Store, Inc. 401(k) Retirement PlanCardi's Department Store, In…$18MRowmark, LLC Retirement Plan$18MC.R. Daniels, Inc. 401(k) and Profit Sharing PlanC.R. Daniels, Inc. 401(k) an…$18M
End-of-year total assets ($M) among Catholic Life Insurance Retirement Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Catholic Life Insurance multi-year asset trail

Sponsor-wide plan assets over time

All Catholic Life Insurance plans reported in each filing year

Latest sponsor-wide plan assets
$19M 22.10425975971116% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.9M $19.4M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 62 $16M
2023 1 69 $18M
2024 1 67 $19M

Catholic Life Insurance filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN740548665
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Catholic Life Insurance Retirement Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Catholic Life Insurance Retirement Accumulation Plan, Total assets ($B): 0.018357212 · Participants: 69Catholic Life Insurance Retirement Accumulation PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Catholic Life Insurance Retirement Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Catholic Life Insurance Retirement Accumulation Plan side-by-side with 3 peers →

Catholic Life Insurance Retirement Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Clampco Products, Inc. 401(k) Profit Sharing Plan in OH ($18M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Life Insurance Retirement Accumulation Plan assets move in 2023? ▼
Catholic Life Insurance Retirement Accumulation Plan grew sharply - up 15.6% during 2023, from $16M to $18M. Reported net income was $2M.
How have Catholic Life Insurance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Life Insurance's sponsor-wide assets grew 22.1%, from $16M to $19M.
Which 401(k) plans are similar in size to Catholic Life Insurance Retirement Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clampco Products, Inc. 401(k) Profit Sharing Plan in OH ($18M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Life Insurance Retirement Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 740548665.

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.