Defined Benefit (Pension) · DOL Form 5500 · 2023
Catholic Charities, Inc. Archdiocese of Hartford Pension Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $206,619
- Avg per participant Above avg balance/head
Official DOL plan name: Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford · Sponsored by Catholic Charities, Inc. Archdiocese of Hartford · Connecticut · Healthcare & Social Assistance
$9M in assets, 45 participants
Catholic Charities, Inc. Archdiocese of Hartford's Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford reported $9M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,087 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford grew sharply 17.3% in 2023 ($8M → $9M) for 45 participants.
- #11,087
- in Healthcare & Social Assistance (17,684 peers)
- +17.3%
- assets growth YoY
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford's mid-pack asset rank among Healthcare & Social Assistance and all filers
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,297,845 Top 43% higher than 57% 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
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford reported participants fell from 46 in the plan year 2022 filing to 45 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 060667607 · Catholic Charities, Inc. Archdiocese of Hartford PY 2023 · Defined Benefit (Pension)
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford · $9M · 45 · 57th
- PCT $9M
- EIN 45
- RANK 57th
- PHOTO Defined Benefit (Pension)
- IND near Carnival Qualified Retirement Plan
- EOY ind #11087
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 Connecticut →
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford in the asset neighbourhood
Catholic Charities, Inc. Archdiocese of Hartford years around the 2023 move
Sponsor-wide plan assets over time
All Catholic Charities, Inc. Archdiocese of Hartford plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 3.188690439788125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 569 | $22M |
| 2023 | 2 | 613 | $25M |
| 2024 | 2 | 651 | $21M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 060667607 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Connecticut
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Rtx Consolidated Pension Plan $43.8B · 23,823
- The Citigroup Pension Plan $10.6B · 17,283
- Eversource Pension Plan $5.9B · 3,717
- Retirement Plan for Employees of Aetna Inc. $5.4B · 10,546
- The Hartford Retirement Plan for U.S. Employees $3.6B · 7,529
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Carnival Qualified Retirement Plan in FL ($9M); by covered participants it is Cosmetic Laboratories, Inc. Cash Balance Plan in TX (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 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.