Other · DOL Form 5500 · 2023

Cathedral Square Corporation Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
146
Participants Small participant base
64th
Percentile by assets National rank
$86,234
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Cathedral Square Corporation · Sponsored by Cathedral Square Corporation · Vermont · Other Services

$13M in assets, 146 participants

Cathedral Square Corporation's 403(b) Thrift Plan of Cathedral Square Corporation reported $13M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,255 in Other Services (7,857 peers)

Cathedral Square Corporation multi-year trail

Cathedral Square Corporation's plans moved +43.0% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Cathedral Square Corporation at $13M / 146 participants.

#6,255
in Other Services (7,857 peers)
+27.3%
assets growth YoY

403(b) Thrift Plan of Cathedral Square Corporation's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Cathedral Square Corporation vs every filed plan by assets

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

$12,590,234 Top 36% higher than 64% 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

403(b) Thrift Plan of Cathedral Square Corporation 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 Cathedral Square Corporation sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Cathedral Square Corporation reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Cathedral Square Corporation end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Cathedral Square Corporation reported participants fell from 154 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030264362 · Cathedral Square Corporation PY 2023 · Other

403(b) Thrift Plan of Cathedral Square Corporation · $13M · 146 · 64th

  • EIN $13M
  • EIN 146
  • EIN 64th
  • EIN Other
  • EIN near 403(b) Thrift Plan for Employees of Norwegian Christian Home and Health Center
  • EIN ind #6255

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 Vermont →

403(b) Thrift Plan of Cathedral Square Corporation in the asset neighbourhood

University Clinical Health 403(b) PlanUniversity Clinical Health 4…$13MPines Health Services 403(b) PlanPines Health Services 403(b)…$13M403(b) Thrift Plan of Cathedral Square Corporation403(b) Thrift Plan of Cathed…$13M403(b) Thrift Plan for Employees of Norwegian Christian Home and Health Center403(b) Thrift Plan for Emplo…$13MHtea Employee Retirement Plan$13M
End-of-year total assets ($M) among 403(b) Thrift Plan of Cathedral Square Corporation and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Cathedral Square Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Cathedral Square Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$14M 43.03348410835578% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.89M $14.2M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 154 $10M
2023 1 146 $13M
2024 1 144 $14M

Cathedral Square Corporation filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN030264362
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Vermont

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

403(b) Thrift Plan of Cathedral Square Corporation vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400 Total assets ($M) Participants 403(b) Thrift Plan of Cathedral Square Corporation, Total assets ($M): 12.590234 · Participants: 146403(b) Thrift Plan of Cathedral Square CorporationMiddlebury College Voluntary Retirement Plan, Total assets ($M): 293.937464 · Participants: 1104Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 170.239839 · Participants: 1126Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc. Retirement PlanNorthwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical Center, Inc. 403(b) Plan
403(b) Thrift Plan of Cathedral Square Corporation vs. nearby Other plans in Vermont, assets vs. participants
Compare 403(b) Thrift Plan of Cathedral Square Corporation side-by-side with 3 peers →

403(b) Thrift Plan of Cathedral Square Corporation's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is 403(b) Thrift Plan for Employees of Norwegian Christian Home and Health Center in NY ($13M); by covered participants it is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 403(b) Thrift Plan of Cathedral Square Corporation assets move in 2023? ▼
403(b) Thrift Plan of Cathedral Square Corporation grew sharply - up 27.3% during 2023, from $10M to $13M. Reported net income was $3M.
How have Cathedral Square Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cathedral Square Corporation's sponsor-wide assets grew 43.0%, from $10M to $14M.
Which Other plans are similar in size to 403(b) Thrift Plan of Cathedral Square Corporation? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Norwegian Christian Home and Health Center in NY ($13M, 219 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Cathedral Square Corporation? ▼
Among Other plans in other states, the closest by covered participants is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants, $46M 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 030264362.

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.