Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

CATHOLIC MEDICAL CENTER PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CATHOLIC HEALTHCARE TRUST

This Defined Benefit (Pension) plan holds $221M in total assets and serves 397 participants as of 2023. It is sponsored by CATHOLIC HEALTHCARE TRUST in New Hampshire. The plan reported positive net income of $15M for the year.

Total Assets (2023)
$221M
Participants
397
Industry
Healthcare & Social Assistance

What the Filing Says About CATHOLIC MEDICAL CENTER PENSION PLAN

CATHOLIC MEDICAL CENTER PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by CATHOLIC HEALTHCARE TRUST, headquartered in New Hampshire. As of the 2023 Form 5500 filing, the plan reports $221M in total end-of-year assets and covers 397 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 020315693, and the plan has been effective since 1969-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $206M at the beginning of 2023 to $221M at year-end — a gain of 7.3%. Net assets (after liabilities) closed the year at $221M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$206M
Total Assets (End of Year)$221M
Net Assets (End of Year)$221M
Net Income$15M
Plan TypeDefined Benefit (Pension)
Employer EIN020315693
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CATHOLIC HEALTHCARE TRUST)

Year Plans Participants Total Assets
2022 3 2,996 $448M
2023 2 3,099 $505M
2024 1 2,793 $291M

Nearby Defined Benefit (Pension) Plans in New Hampshire

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the CATHOLIC MEDICAL CENTER PENSION PLAN?
As of the 2023 Form 5500 filing, CATHOLIC MEDICAL CENTER PENSION PLAN holds $221M in total assets with 397 participants. It is sponsored by CATHOLIC HEALTHCARE TRUST.
What type of plan is CATHOLIC MEDICAL CENTER PENSION PLAN?
CATHOLIC MEDICAL CENTER PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1969-01-01. The plan is filed with the U.S. Department of Labor under EIN 020315693.
Who sponsors the CATHOLIC MEDICAL CENTER PENSION PLAN?
CATHOLIC MEDICAL CENTER PENSION PLAN is sponsored by CATHOLIC HEALTHCARE TRUST, located in New Hampshire. The sponsor's EIN is 020315693 and the plan operates in the Healthcare & Social Assistance industry.
How did CATHOLIC MEDICAL CENTER PENSION PLAN perform in 2023?
CATHOLIC MEDICAL CENTER PENSION PLAN grew by 7.3% during 2023, moving from $206M to $221M in total assets. Net income was $15M.
Where can I find official filings for CATHOLIC MEDICAL CENTER PENSION PLAN?
Official Form 5500 filings for CATHOLIC MEDICAL CENTER PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 020315693 or plan name at efast.dol.gov.
How does CATHOLIC MEDICAL CENTER PENSION PLAN compare to other plans?
You can compare CATHOLIC MEDICAL CENTER PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Hampshire on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 020315693.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.