401(k) · DOL Form 5500 · 2023
Catholic Charities, Diocese of 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 51
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $63,099
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland · Sponsored by Catholic Charities, Diocese of · California · Other Services
$3M in assets, 51 participants
Catholic Charities, Diocese of's 403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland reported $3M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #4,739 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, 403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland ranks #4,739 of 7,857 2023 filers by assets (624% of the sector average)-$3M for 51 participants.
- #4,739
- in Other Services (7,857 peers)
- -2.2%
- assets change YoY
The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,218,058 37th percentile higher than 37% 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 for Employees of Catholic Charities, Diocese of Oakland among smaller 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 for Employees of Catholic Charities, Diocese of Oakland is a small filing (51 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland reported net income fell from $459K in the plan year 2022 filing to -$71K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland reported participants fell from 67 in the plan year 2022 filing to 51 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 942677202 · Catholic Charities, Diocese of PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland · $3M · 51 · 37th
- BOY $3M
- BOY 51
- BOY 37th
- BOY 401(k)
- BOY near America's Thrift Store 401(k) Retirement Plan
- BOY ind #4739
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 California →
403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$71K |
| Employer EIN | 942677202 |
| Plan Effective Date | 2008-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catholic Charities, Diocese of)
Sponsor-wide plan assets over time
All Catholic Charities, Diocese of plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 8.079120997677077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $3M |
| 2023 | 1 | 51 | $3M |
| 2024 | 1 | 49 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
403(b) Thrift Plan for Employees of Catholic Charities, Diocese of Oakland's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is America's Thrift Store 401(k) Retirement Plan in AL ($3M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- America's Thrift Store 401(k) Retirement Plan (AL) $3M · 1,274
- Hyde Park 401(k) Plan (CO) $3M · 96
- Raymond N. Fernandez, M.D., P.C. 401(k) Plan (AL) $3M · 8
- Iqtalent Partners, Inc. 401(k) Plan (TN) $3M · 156
Similar participant headcount
Nearest other-state filings by covered participants (51 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.