Other · DOL Form 5500 · 2023
The Catholic University of America Retirement Plan
Data updated 2026-08-25
- $561M
- Total assets Above avg plan size
- 1,716
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $326,741
- Avg per participant High balance/head
Official DOL plan name: The Catholic University of America Retirement Plan · Sponsored by The Catholic University of America · District of Columbia · Educational Services
$561M in assets, 1,716 participants
The Catholic University of America's The Catholic University of America Retirement Plan reported $561M in total assets and 1,716 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,613 in Educational Services (3,735 peers)
Where The Catholic University of America Retirement Plan sits by assets
The Catholic University of America Retirement Plan sits in the top 5% of all filed plans by assets, $561M for 1,716 participants (~$326,741/participant), up 12.1% in 2023.
- #3,613
- in Educational Services (3,735 peers)
- +12.1%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
The Catholic University of America Retirement Plan's outsized position by total assets
The Catholic University of America Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$560,687,073 Top 2% higher than 98% 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
The Catholic University of America Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Catholic University of America Retirement Plan lands in the large band (1,716 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Catholic University of America Retirement Plan reported net income rose from -$80M in the plan year 2022 filing to $61M in the plan year 2023 filing.
- The Catholic University of America Retirement Plan end-of-year assets rose from $500M in the plan year 2022 filing to $561M in the plan year 2023 filing.
- The Catholic University of America Retirement Plan reported participants fell from 1,751 in the plan year 2022 filing to 1,716 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 530196583 · The Catholic University of America PY 2023 · Other
The Catholic University of America Retirement Plan · $561M · 1,716 · 98th
- PHOTO $561M
- PHOTO 1,716
- PHOTO 98th
- PHOTO Other
- PHOTO near Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund
- PHOTO ind #3613
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 Educational Services retirement plans → · Plans in District of Columbia →
The Catholic University of America Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $500M |
|---|---|
| Net Assets (End of Year) | $561M |
| Net Income | $61M |
| Employer EIN | 530196583 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Catholic University of America)
Sponsor-wide plan assets over time
All The Catholic University of America plans reported in each filing year
- Latest sponsor-wide plan assets
- $606M 21.16791229285458% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,751 | $500M |
| 2023 | 1 | 1,716 | $561M |
| 2024 | 1 | 2,004 | $606M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
The Catholic University of America Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund in WA ($561M); by covered participants it is Redlands Community Hospital Plus Program in CA (1,713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($561M here).
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund (WA) $561M · 7,520
- Inspira Health Network 403(b) Savings Plan (NJ) $560M · 7,456
- Shands Healthcare Matched Savings Account 403(b) (FL) $560M · 11,144
- Community Hospitals of Central California Tax Sheltered Annuity Plan (CA) $557M · 9,949
Similar participant headcount
Nearest other-state filings by covered participants (1,716 participants); asset peers above are excluded.
- Redlands Community Hospital Plus Program (CA) 1,713 · 3 off
- Carroll Hospital Center Retirement Savings Plan (MD) 1,719 · 3 off
- The Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for Staff (NY) 1,711 · 5 off
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan (SC) 1,710 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.