401(k) · DOL Form 5500 · 2023

Catholic Charities of Santa Clara County 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
535
Participants Below avg headcount
81st
Percentile by assets National rank
$61,842
Avg per participant Low balance/head
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Official DOL plan name: Catholic Charities of Santa Clara County 401(k) Plan · Sponsored by Catholic Charities of Santa Clara County · California · Healthcare & Social Assistance

$33M in assets, 535 participants

Catholic Charities of Santa Clara County's Catholic Charities of Santa Clara County 401(k) Plan reported $33M in total assets and 535 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,763 in Healthcare & Social Assistance (17,684 peers)

Where Catholic Charities of Santa Clara County 401(k) Plan sits by assets

Catholic Charities of Santa Clara County 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 535 participants (~$61,842/participant), up 19.6% in 2023.

#14,763
in Healthcare & Social Assistance (17,684 peers)
+19.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Catholic Charities of Santa Clara County 401(k) Plan's outsized position by total assets

Catholic Charities of Santa Clara County 401(k) Plan vs every filed plan by assets

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

$33,085,448 Top 19% higher than 81% 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 of Santa Clara County 401(k) 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 of Santa Clara County 401(k) Plan sits mid-pack in the medium band (535 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Charities of Santa Clara County 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Catholic Charities of Santa Clara County 401(k) Plan reported participants rose from 379 in the plan year 2022 filing to 535 in the plan year 2023 filing.
  • Catholic Charities of Santa Clara County 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942762269 · Catholic Charities of Santa Clara County PY 2023 · 401(k)

Catholic Charities of Santa Clara County 401(k) Plan · $33M · 535 · 81st

  • BOOK $33M
  • BOOK 535
  • BOOK 81st
  • BOOK 401(k)
  • BOOK near Falconwood, Inc. 401(k) Profit Sharing Plan and Trust
  • BOOK ind #14763

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Catholic Charities of Santa Clara County 401(k) Plan in the asset neighbourhood

Catholic Charities of Santa Clara County 401(k) PlanCatholic Charities of Santa …$33MNetwork Building & Consulting 401(k) PlanNetwork Building & Consultin…$33MFalconwood, Inc. 401(k) Profit Sharing Plan and TrustFalconwood, Inc. 401(k) Prof…$33MThe Tatitlek Corporation 401(k) PlanThe Tatitlek Corporation 401…$33MCrow Wing Cooperative Power & Light Co. Employees Retirement PlanCrow Wing Cooperative Power …$33M
End-of-year total assets ($M) among Catholic Charities of Santa Clara County 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN942762269
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities of Santa Clara County)

Sponsor-wide plan assets over time

All Catholic Charities of Santa Clara County plans reported in each filing year

Latest sponsor-wide plan assets
$39M 40.33607151333902% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.7M $38.8M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 379 $28M
2023 1 535 $33M
2024 1 567 $39M

Nearby 401(k) Plans in California

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

Catholic Charities of Santa Clara County 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Catholic Charities of Santa Clara County 401(k) Plan, Total assets ($B): 0.033085448 · Participants: 535Catholic Charities of Santa Clara County 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Catholic Charities of Santa Clara County 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Catholic Charities of Santa Clara County 401(k) Plan side-by-side with 3 peers →

Catholic Charities of Santa Clara County 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Falconwood, Inc. 401(k) Profit Sharing Plan and Trust in VA ($33M); by covered participants it is Madera Residential 401(k) Plan in TX (535 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (535 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 of Santa Clara County 401(k) Plan assets move in 2023? ▼
Catholic Charities of Santa Clara County 401(k) Plan grew sharply - up 19.6% during 2023, from $28M to $33M. Reported net income was $5M.
How have Catholic Charities of Santa Clara County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities of Santa Clara County's sponsor-wide assets grew 40.3%, from $28M to $39M.
Where does Catholic Charities of Santa Clara County 401(k) Plan rank by assets among Form 5500 filers? ▼
Catholic Charities of Santa Clara County 401(k) Plan ranks in the 81st 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 Charities of Santa Clara County 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Falconwood, Inc. 401(k) Profit Sharing Plan and Trust in VA ($33M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Charities of Santa Clara County 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Madera Residential 401(k) Plan in TX (535 participants, $5M 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 942762269.

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.