Defined Benefit (Pension) · DOL Form 5500 · 2022

Catholic United Financial Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
49
Participants Small participant base
80th
Percentile by assets National rank
$485,030
Avg per participant High balance/head
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Official DOL plan name: Catholic United Financial Defined Benefit Retirement Plan · Sponsored by Catholic United Financial · Minnesota · Finance & Insurance

$24M in assets, 49 participants

Catholic United Financial's Catholic United Financial Defined Benefit Retirement Plan reported $24M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,251 in Finance & Insurance (9,261 peers)

Where Catholic United Financial Defined Benefit Retirement Plan sits by assets

Catholic United Financial Defined Benefit Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 49 participants (~$485,030/participant), up 10.6% in 2022.

#6,251
in Finance & Insurance (9,261 peers)
+10.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Catholic United Financial Defined Benefit Retirement Plan's outsized position by total assets

Catholic United Financial Defined Benefit Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,766,478 Top 20% higher than 80% of 139,123 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 2022

Catholic United Financial Defined Benefit Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic United Financial Defined Benefit Retirement Plan is a small filing (49 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 410182070 · Catholic United Financial PY 2022 · Defined Benefit (Pension)

Catholic United Financial Defined Benefit Retirement Plan · $24M · 49 · 80th

  • ASSETS $24M
  • ASSETS 49
  • ASSETS 80th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Howard Miller-Hekman Defined Benefit Pension Plan
  • ASSETS ind #6251

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Catholic United Financial Defined Benefit Retirement Plan in the asset neighbourhood

Columbus Regional Healthcare System Employees' Pension PlanColumbus Regional Healthcare…$24MHoward Miller-Hekman Defined Benefit Pension PlanHoward Miller-Hekman Defined…$24MCatholic United Financial Defined Benefit Retirement PlanCatholic United Financial De…$24MWescom Credit Union Defined Benefit Pension PlanWescom Credit Union Defined …$24MGroup Pension Plan for Salaried Ees of Keystone Powdered Metal CoGroup Pension Plan for Salar…$24M
End-of-year total assets ($M) among Catholic United Financial Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN410182070
Plan Effective Date1949-12-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic United Financial)

Sponsor-wide plan assets over time

All Catholic United Financial plans reported in each filing year

Latest sponsor-wide plan assets
$19M 52.09808091165744% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $39.7M $19M ▼ -52.1%
Year Plans Participants Total Assets
2022 2 134 $40M
2023 2 120 $42M
2024 1 96 $19M

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Catholic United Financial Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Catholic United Financial Defined Benefit Retirement Plan, Total assets ($B): 0.023766478 · Participants: 49Catholic United Financial Defined Benefit Retirement Plan3M Employee Retirement Income Plan, Total assets ($B): 14.047885796 · Participants: 121603M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 10.299849315 · Participants: 66434Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 3.940696075 · Participants: 25144The Travelers Pension PlanU.S. Bank Pension Plan, Total assets ($B): 3.73901396 · Participants: 55836U.S. Bank Pension PlanTarget Corporation Pension Plan, Total assets ($B): 3.348662968 · Participants: 50515Target Corporation Pension Plan
Catholic United Financial Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Catholic United Financial Defined Benefit Retirement Plan side-by-side with 3 peers →

Catholic United Financial Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Howard Miller-Hekman Defined Benefit Pension Plan in MI ($24M); by covered participants it is The Day Publishing Company Trusteed Pension Plan in CT (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Catholic United Financial Defined Benefit Retirement Plan assets move in 2022? ▼
Catholic United Financial Defined Benefit Retirement Plan grew at a solid clip - up 10.6% during 2022, from $21M to $24M. Reported net income was $2M.
How have Catholic United Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic United Financial's sponsor-wide assets declined 52.1%, from $40M to $19M.
Where does Catholic United Financial Defined Benefit Retirement Plan rank by assets among Form 5500 filers? ▼
Catholic United Financial Defined Benefit Retirement Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Catholic United Financial Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Howard Miller-Hekman Defined Benefit Pension Plan in MI ($24M, 92 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Catholic United Financial Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Day Publishing Company Trusteed Pension Plan in CT (49 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410182070.

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.