Other · DOL Form 5500 · 2024

Catholic Charities - Diocese O Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
48
Participants Small participant base
25th
Percentile by assets National rank
$27,536
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo · Sponsored by Catholic Charities - Diocese O · Ohio · Other Services

$1M in assets, 48 participants

Catholic Charities - Diocese O's 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo reported $1M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,860 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo ranks #3,860 of 7,719 2024 filers by assets (1519% of the sector average)-$1M for 48 participants.

#3,860
in Other Services (7,719 peers)
+9.8%
assets growth YoY

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo among the smaller filed plans by assets

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,321,715 25th percentile higher than 25% of 123,620 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 2024

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo reported net income rose from $79K in the plan year 2023 filing to $118K in the plan year 2024 filing.
  • 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo reported participants fell from 55 in the plan year 2023 filing to 48 in the plan year 2024 filing.
  • 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 344428254 · Catholic Charities - Diocese O PY 2024 · Other

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo · $1M · 48 · 25th

  • PART $1M
  • TYPE 48
  • NET 25th
  • BOOK Other
  • VS-ST near Regional Rehabilitation Center, Inc. 403(b) Thrift Plan
  • BOY ind #3860

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 Ohio →

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo in the asset neighbourhood

Regional Rehabilitation Center, Inc. 403(b) Thrift PlanRegional Rehabilitation Cent…$1MJcm Industries, Inc. 401(k) Profit Sharing Savings PlanJcm Industries, Inc. 401(k) …$1M403(b) Thrift Plan of Catholic Charities - Diocese of Toledo403(b) Thrift Plan of Cathol…$1MMm Fashion Retirement Plan$1MSelf Directed Profit Sharing Retirment PlanSelf Directed Profit Sharing…$1M
End-of-year total assets ($M) among 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$118K
Employer EIN344428254
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities - Diocese O)

Sponsor-wide plan assets over time

All Catholic Charities - Diocese O plans reported in each filing year

Latest sponsor-wide plan assets
$1M 17.564049309273464% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M 202220232024 $1.12M $1.32M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 57 $1M
2023 1 55 $1M
2024 1 48 $1M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo, Total assets ($B): 0.001321715 · Participants: 48403(b) Thrift Plan of Catholic Charities - Diocese of ToledoCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo vs. nearby Other plans in Ohio, assets vs. participants
Compare 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo side-by-side with 3 peers →

403(b) Thrift Plan of Catholic Charities - Diocese of Toledo's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Regional Rehabilitation Center, Inc. 403(b) Thrift Plan in MS ($1M); by covered participants it is Tax Deferred Annuity Plan of Faculty-Student Association of the State University of New York at Buffalo, Inc. in NY (48 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo assets move in 2024? ▼
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo grew at a solid clip - up 9.8% during 2024, from $1M to $1M. Reported net income was $118K.
How have Catholic Charities - Diocese O plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities - Diocese O's sponsor-wide assets grew 17.6%, from $1M to $1M.
Where does 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan of Catholic Charities - Diocese of Toledo ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Other plans are similar in size to 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo? ▼
Among Other plans in other states, the closest by assets is Regional Rehabilitation Center, Inc. 403(b) Thrift Plan in MS ($1M, 33 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo? ▼
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan of Faculty-Student Association of the State University of New York at Buffalo, Inc. in NY (48 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 344428254.

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.