401(k) · DOL Form 5500 · 2023
Catholic Charities of the Diocese of Rochester, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 1,329
- Participants Near avg headcount
- 79th
- Percentile by assets National rank
- $22,563
- Avg per participant Low balance/head
Official DOL plan name: Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan · Sponsored by Catholic Charities of the Diocese of Rochester, Inc. · New York · Other Services
$30M in assets, 1,329 participants
Catholic Charities of the Diocese of Rochester, Inc.'s Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan reported $30M in total assets and 1,329 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #7,040 in Other Services (7,857 peers)
Where Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan sits by assets
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 1,329 participants (~$22,563/participant), down 8.6% in 2023.
- #7,040
- in Other Services (7,857 peers)
- -8.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan's outsized position by total assets
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,985,819 Top 21% higher than 79% 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
Catholic Charities of the Diocese of Rochester, Inc. Employee 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. Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan lands in the large band (1,329 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan end-of-year assets fell from $33M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan reported participants rose from 1,286 in the plan year 2022 filing to 1,329 in the plan year 2023 filing.
DOL schedule card
Filing strip 160743944 · Catholic Charities of the Diocese of Rochester, Inc. PY 2023 · 401(k)
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan · $30M · 1,329 · 79th
- 5500 $30M
- ASSETS 1,329
- PCT 79th
- EIN 401(k)
- RANK near Lee Management Company 401(k) Profit Sharing
- PHOTO ind #7040
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 New York →
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$3M |
| Employer EIN | 160743944 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catholic Charities of the Diocese of Rochester, Inc.)
Sponsor-wide plan assets over time
All Catholic Charities of the Diocese of Rochester, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 16.355667396891086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,286 | $33M |
| 2023 | 2 | 2,617 | $34M |
| 2024 | 2 | 2,931 | $38M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Lee Management Company 401(k) Profit Sharing in ME ($30M); by covered participants it is School Specialty 401(k) Plan in WI (1,329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Lee Management Company 401(k) Profit Sharing (ME) $30M · 372
- Utica Enterprises, Inc. 401(k) Plan (MI) $30M · 208
- Dragos, Inc. 401(k) Plan (MD) $30M · 463
- Software Engineering Professionals, Inc. Profit Sharing Plan (IN) $30M · 146
Similar participant headcount
Nearest other-state filings by covered participants (1,329 participants); asset peers above are excluded.
- School Specialty 401(k) Plan (WI) 1,329 · 0 off
- Sarnova Hc, LLC Profit Sharing Plan and Trust (OH) 1,329 · 0 off
- Elliott Company Consolidated Savings Plan (PA) 1,329 · 0 off
- Fisher-Titus Health 401(k) Plan (OH) 1,329 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.