401(k) · DOL Form 5500 · 2023

Catholic Facilities Operatiing LLC Dba Catholic Health Facilities 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
802
Participants Near avg headcount
41st
Percentile by assets National rank
$5,165
Avg per participant Low balance/head
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Official DOL plan name: Catholic Health Group 401(k) Plan · Sponsored by Catholic Facilities Operatiing LLC Dba Catholic Health Facilities · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 802 participants

Catholic Facilities Operatiing LLC Dba Catholic Health Facilities's Catholic Health Group 401(k) Plan reported $4M in total assets and 802 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,744 in Healthcare & Social Assistance (17,684 peers)

Catholic Facilities Operatiing LLC Dba Catholic Health Facilities multi-year trail

Catholic Facilities Operatiing LLC Dba Catholic Health Facilities's plans moved +41.7% in assets from 2022 to 2024; this filing shows Catholic Health Group 401(k) Plan at $4M / 802 participants.

#7,744
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY

Catholic Health Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Catholic Health Group 401(k) Plan vs every filed plan by assets

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

$4,142,156 41st percentile higher than 41% 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 Health Group 401(k) Plan 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. Catholic Health Group 401(k) Plan sits mid-pack in the medium band (802 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Health Group 401(k) Plan reported net income rose from -$711K in the plan year 2022 filing to $690K in the plan year 2023 filing.
  • Catholic Health Group 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Catholic Health Group 401(k) Plan reported participants fell from 872 in the plan year 2022 filing to 802 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810772438 · Catholic Facilities Operatiing LLC Dba Catholic Health Facilities PY 2023 · 401(k)

Catholic Health Group 401(k) Plan · $4M · 802 · 41st

  • PCT $4M
  • EIN 802
  • RANK 41st
  • PHOTO 401(k)
  • IND near Vdv Management Company 401(k) Plan
  • EOY ind #7744

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Catholic Health Group 401(k) Plan in the asset neighbourhood

Catholic Health Group 401(k) PlanCatholic Health Group 401(k)…$4MVdv Management Company 401(k) PlanVdv Management Company 401(k…$4MPlanned Parenthood Great Plains Profit Sharing 401(k) PlanPlanned Parenthood Great Pla…$4MTotal Biz Fulfillment, Inc. 401(k) Profit Sharing PlanTotal Biz Fulfillment, Inc. …$4MBell Container Corp. 401(k) Plan Fbo Local 2326 UAWBell Container Corp. 401(k) …$4M
End-of-year total assets ($M) among Catholic Health Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Catholic Facilities Operatiing LLC Dba Catholic Health Facilities multi-year asset trail

Sponsor-wide plan assets over time

All Catholic Facilities Operatiing LLC Dba Catholic Health Facilities plans reported in each filing year

Latest sponsor-wide plan assets
$5M 41.73120181228536% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.45M $4.89M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 872 $3M
2023 1 802 $4M
2024 1 1,010 $5M

Catholic Facilities Operatiing LLC Dba Catholic Health Facilities filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$690K
Employer EIN810772438
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Catholic Health Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Catholic Health Group 401(k) Plan, Total assets ($B): 0.004142156 · Participants: 802Catholic Health Group 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Catholic Health Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Catholic Health Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Vdv Management Company 401(k) Plan in SC ($4M); by covered participants it is Center Fresh Egg Farm Mep 401(k) Plan in IA (802 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (802 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 Health Group 401(k) Plan assets move in 2023?
Catholic Health Group 401(k) Plan grew sharply - up 20.0% during 2023, from $3M to $4M. Reported net income was $690K.
How have Catholic Facilities Operatiing LLC Dba Catholic Health Facilities plan assets changed over time?
Across 3 plan years on file (2022-2024), Catholic Facilities Operatiing LLC Dba Catholic Health Facilities's sponsor-wide assets grew 41.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Catholic Health Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Vdv Management Company 401(k) Plan in SC ($4M, 555 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Health Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Center Fresh Egg Farm Mep 401(k) Plan in IA (802 participants, $6M in assets).