Other · DOL Form 5500 · 2023
Catholic Charities, Inc. - Archdiocese of Hartford Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 568
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $26,902
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford · Sponsored by Catholic Charities, Inc. - Archdiocese of Hartford · Connecticut · Other Services
$15M in assets, 568 participants
Catholic Charities, Inc. - Archdiocese of Hartford's 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford reported $15M in total assets and 568 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #6,436 in Other Services (7,857 peers)
2023 asset change
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford grew at a solid clip 9.7% in 2023 ($14M → $15M) for 568 participants.
- #6,436
- in Other Services (7,857 peers)
- +9.7%
- assets growth YoY
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford's outsized position by total assets
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,280,475 Top 32% higher than 68% 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
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford 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. 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford sits mid-pack in the medium band (568 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford reported participants rose from 523 in the plan year 2022 filing to 568 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 060667607 · Catholic Charities, Inc. - Archdiocese of Hartford PY 2023 · Other
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford · $15M · 568 · 68th
- 5500 $15M
- 5500 568
- 5500 68th
- 5500 Other
- 5500 near Wahiawa General Hospital Retirement Savings Plan
- 5500 ind #6436
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 Connecticut →
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford in the asset neighbourhood
Catholic Charities, Inc. - Archdiocese of Hartford years around the 2023 move
Sponsor-wide plan assets over time
All Catholic Charities, Inc. - Archdiocese of Hartford plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 3.188690439788125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 569 | $22M |
| 2023 | 2 | 613 | $25M |
| 2024 | 2 | 651 | $21M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 060667607 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Wahiawa General Hospital Retirement Savings Plan in HI ($15M); by covered participants it is La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in NM (568 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (568 participants); asset peers above are excluded.
- La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust (NM) 568 · 0 off
- The Edison Institute 403(b) Tda Plan (MI) 568 · 0 off
- Local Initiatives Support Corporation Tax Sheltered Annuity Plan (NY) 568 · 0 off
- Lindenwood University Defined Contribution and Tax Deferred Annuity Plan (MO) 568 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.