Other · DOL Form 5500 · 2023

Catholic Charities Diocese of Fort Worth Incorporated Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
296
Participants Below avg headcount
62nd
Percentile by assets National rank
$39,175
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Catholic Charities Fort Worth 403b Plan · Sponsored by Catholic Charities Diocese of Fort Worth Incorporated · Texas · Other Services

$12M in assets, 296 participants

Catholic Charities Diocese of Fort Worth Incorporated's Catholic Charities Fort Worth 403b Plan reported $12M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,151 in Other Services (7,857 peers)

Coverage in Texas

Catholic Charities Fort Worth 403b Plan covers 296 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#6,151
in Other Services (7,857 peers)
+21.3%
assets growth YoY

Catholic Charities Fort Worth 403b Plan's mid-pack asset rank among Other Services and all filers

Catholic Charities Fort Worth 403b Plan vs every filed plan by assets

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

$11,595,821 Top 38% higher than 62% 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 Charities Fort Worth 403b 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 Charities Fort Worth 403b Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Charities Fort Worth 403b Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Catholic Charities Fort Worth 403b Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Catholic Charities Fort Worth 403b Plan reported participants rose from 276 in the plan year 2022 filing to 296 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 750808769 · Catholic Charities Diocese of Fort Worth Incorporated PY 2023 · Other

Catholic Charities Fort Worth 403b Plan · $12M · 296 · 62nd

  • EBSA $12M
  • EBSA 296
  • EBSA 62nd
  • EBSA Other
  • EBSA near Project Orbis International, Inc. Retirement Plan
  • EBSA ind #6151

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 Other Services retirement plans → · Plans in Texas →

Catholic Charities Fort Worth 403b Plan in the asset neighbourhood

Catholic Charities Fort Worth 403b PlanCatholic Charities Fort Wort…$12MProject Orbis International, Inc. Retirement PlanProject Orbis International,…$12MNorth Suffolk Community Services 403(b) PlanNorth Suffolk Community Serv…$12MSt. David's Center 403(b) PlanSt. David's Center 403(b) Pl…$12MPeninsula Humane Society & Spca Retirement PlanPeninsula Humane Society & S…$12M
End-of-year total assets ($M) among Catholic Charities Fort Worth 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN750808769
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities Diocese of Fort Worth Incorporated)

Sponsor-wide plan assets over time

All Catholic Charities Diocese of Fort Worth Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$14M 47.555024615594135% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.56M $14.1M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 276 $10M
2023 1 296 $12M
2024 1 344 $14M

Nearby Other Plans in Texas

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

Catholic Charities Fort Worth 403b Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Catholic Charities Fort Worth 403b Plan, Total assets ($B): 0.011595821 · Participants: 296Catholic Charities Fort Worth 403b PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Catholic Charities Fort Worth 403b Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Catholic Charities Fort Worth 403b Plan side-by-side with 3 peers →

Catholic Charities Fort Worth 403b Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Project Orbis International, Inc. Retirement Plan in NY ($12M); by covered participants it is Island Peer Review Organization, Inc. Tax Deferred Annuity Plan in NY (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Charities Fort Worth 403b Plan assets move in 2023? ▼
Catholic Charities Fort Worth 403b Plan grew sharply - up 21.3% during 2023, from $10M to $12M. Reported net income was $2M.
How have Catholic Charities Diocese of Fort Worth Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities Diocese of Fort Worth Incorporated's sponsor-wide assets grew 47.6%, from $10M to $14M.
Which Other plans are similar in size to Catholic Charities Fort Worth 403b Plan? ▼
Among Other plans in other states, the closest by assets is Project Orbis International, Inc. Retirement Plan in NY ($12M, 60 participants).
Which Other plans cover a similar participant headcount to Catholic Charities Fort Worth 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Island Peer Review Organization, Inc. Tax Deferred Annuity Plan in NY (296 participants, $57M 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 750808769.

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.