401(k) · DOL Form 5500 · 2023

Catholic Financial Life 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
100
Participants Small participant base
78th
Percentile by assets National rank
$272,298
Avg per participant High balance/head
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Official DOL plan name: Catholic Financial Life 401(k) Plan · Sponsored by Catholic Financial Life · Wisconsin · Finance & Insurance

$27M in assets, 100 participants

Catholic Financial Life's Catholic Financial Life 401(k) Plan reported $27M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,871 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Catholic Financial Life 401(k) Plan covers 100 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.

#5,871
in Finance & Insurance (8,869 peers)
+13.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Catholic Financial Life 401(k) Plan's outsized position by total assets

Catholic Financial Life 401(k) Plan vs every filed plan by assets

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

$27,229,805 Top 22% higher than 78% 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 Financial Life 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Financial Life 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Financial Life 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Catholic Financial Life 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Catholic Financial Life 401(k) Plan reported participants fell from 104 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390201015 · Catholic Financial Life PY 2023 · 401(k)

Catholic Financial Life 401(k) Plan · $27M · 100 · 78th

  • EOY $27M
  • 5500 100
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Electric Motor & Contracting Co., Inc. 401(k) Profit Sharing Plan
  • RANK ind #5871

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 Wisconsin →

Catholic Financial Life 401(k) Plan in the asset neighbourhood

Catholic Financial Life 401(k) PlanCatholic Financial Life 401(…$27MElectric Motor & Contracting Co., Inc. 401(k) Profit Sharing PlanElectric Motor & Contracting…$27MRlj Lodging Trust, L.P. 401(k) PlanRlj Lodging Trust, L.P. 401(…$27MKingston Healthcare Savings and Retirement PlanKingston Healthcare Savings …$27MPhysicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and TrustPhysicians Primary Care of S…$27M
End-of-year total assets ($M) among Catholic Financial Life 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN390201015
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Financial Life)

Sponsor-wide plan assets over time

All Catholic Financial Life plans reported in each filing year

Latest sponsor-wide plan assets
$85M 39.52778204373347% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.8M $84.9M ▲ +39.5%
Year Plans Participants Total Assets
2022 2 143 $61M
2023 2 136 $65M
2024 3 161 $85M

Nearby 401(k) Plans in Wisconsin

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

Catholic Financial Life 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Catholic Financial Life 401(k) Plan, Total assets ($B): 0.027229805 · Participants: 100Catholic Financial Life 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Catholic Financial Life 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Catholic Financial Life 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Electric Motor & Contracting Co., Inc. 401(k) Profit Sharing Plan in VA ($27M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Financial Life 401(k) Plan assets move in 2023? ▼
Catholic Financial Life 401(k) Plan grew at a solid clip - up 13.7% during 2023, from $24M to $27M. Reported net income was $3M.
How have Catholic Financial Life plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Financial Life's sponsor-wide assets grew 39.5%, from $61M to $85M.
Where does Catholic Financial Life 401(k) Plan rank by assets among Form 5500 filers? ▼
Catholic Financial Life 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Catholic Financial Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electric Motor & Contracting Co., Inc. 401(k) Profit Sharing Plan in VA ($27M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Financial Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 390201015.

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.