Other · DOL Form 5500 · 2023

Catholic Eldercare, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
364
Participants Below avg headcount
56th
Percentile by assets National rank
$24,755
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Catholic Eldercare 403(b) Plan · Sponsored by Catholic Eldercare, Inc. · Minnesota · Healthcare & Social Assistance

$9M in assets, 364 participants

Catholic Eldercare, Inc.'s Catholic Eldercare 403(b) Plan reported $9M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,964 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Catholic Eldercare 403(b) Plan covers 364 participants in Minnesota, about 32% of the average Minnesota filer (state average ~1,126 per filing). Assets: $9M.

#10,964
in Healthcare & Social Assistance (17,684 peers)
+12.8%
assets growth YoY

Catholic Eldercare 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Catholic Eldercare 403(b) Plan vs every filed plan by assets

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

$9,010,751 Top 44% higher than 56% 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 Eldercare 403(b) 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 Eldercare 403(b) Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Eldercare 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Catholic Eldercare 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411399954 · Catholic Eldercare, Inc. PY 2023 · Other

Catholic Eldercare 403(b) Plan · $9M · 364 · 56th

  • RANK $9M
  • RANK 364
  • RANK 56th
  • RANK Other
  • RANK near 403(b) Thrift Plan of Spectrum for Living
  • RANK ind #10964

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 Minnesota →

Catholic Eldercare 403(b) Plan in the asset neighbourhood

Catholic Eldercare 403(b) PlanCatholic Eldercare 403(b) Pl…$9M403(b) Thrift Plan of Spectrum for Living403(b) Thrift Plan of Spectr…$9MGroden Center, Inc. Tax-Deferred Annuity PlanGroden Center, Inc. Tax-Defe…$9MFgs, Inc. D/B/a Good Shepherd Communities 403(b) PlanFgs, Inc. D/B/a Good Shepher…$9MFrom the Heart Church Ministries, Inc. Retirement Plan and TrustFrom the Heart Church Minist…$9M
End-of-year total assets ($M) among Catholic Eldercare 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN411399954
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Eldercare, Inc.)

Sponsor-wide plan assets over time

All Catholic Eldercare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 16.90269640361479% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.99M $9.34M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 363 $8M
2023 1 364 $9M
2024 1 427 $9M

Nearby Other Plans in Minnesota

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

Catholic Eldercare 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Catholic Eldercare 403(b) Plan, Total assets ($B): 0.009010751 · Participants: 364Catholic Eldercare 403(b) PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Catholic Eldercare 403(b) Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Catholic Eldercare 403(b) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest Other by assets is 403(b) Thrift Plan of Spectrum for Living in NJ ($9M); by covered participants it is Lebanon Valley College Defined Contribution Plan in PA (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Eldercare 403(b) Plan assets move in 2023? ▼
Catholic Eldercare 403(b) Plan grew at a solid clip - up 12.8% during 2023, from $8M to $9M. Reported net income was $1M.
How have Catholic Eldercare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Eldercare, Inc.'s sponsor-wide assets grew 16.9%, from $8M to $9M.
Which Other plans are similar in size to Catholic Eldercare 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Spectrum for Living in NJ ($9M, 557 participants).
Which Other plans cover a similar participant headcount to Catholic Eldercare 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lebanon Valley College Defined Contribution Plan in PA (364 participants, $113M 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 411399954.

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.