Other · DOL Form 5500 · 2024

Catholic Health Association of the U.S. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
74
Participants Small participant base
60th
Percentile by assets National rank
$165,153
Avg per participant Above avg balance/head
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Official DOL plan name: Catholic Health Association · Sponsored by Catholic Health Association of the U.S. · Missouri · Other Services

$12M in assets, 74 participants

Catholic Health Association of the U.S.'s Catholic Health Association reported $12M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,973 in Other Services (7,719 peers)

Catholic Health Association of the U.S. multi-year trail

Catholic Health Association of the U.S.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Catholic Health Association at $12M / 74 participants.

#5,973
in Other Services (7,719 peers)
+8.0%
assets growth YoY

Catholic Health Association's mid-pack asset rank among Other Services and all filers

Catholic Health Association vs every filed plan by assets

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

$12,221,340 Top 40% higher than 60% 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

Catholic Health Association among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Health Association is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Catholic Health Association reported net income fell from $1M in the plan year 2023 filing to $900K in the plan year 2024 filing.
  • Catholic Health Association end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Catholic Health Association reported participants rose from 73 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 430653271 · Catholic Health Association of the U.S. PY 2024 · Other

Catholic Health Association · $12M · 74 · 60th

  • EOY $12M
  • EOY 74
  • EOY 60th
  • EOY Other
  • EOY near Generation US Retirement Plan
  • EOY ind #5973

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 Missouri →

Catholic Health Association in the asset neighbourhood

Watershed Agricultural Council of the Nyc Watersheds, Inc. Defined Contribution PlanWatershed Agricultural Counc…$12MYork County Community Action Corporation Tax Deferred Annuity PlanYork County Community Action…$12MCatholic Health Association$12MGeneration US Retirement Plan$12MAmerican School for the Deaf Section 403(b) Retirement PlanAmerican School for the Deaf…$12M
End-of-year total assets ($M) among Catholic Health Association and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Catholic Health Association of the U.S. multi-year asset trail

Sponsor-wide plan assets over time

All Catholic Health Association of the U.S. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 13.820661938283926% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $29.1M $33.1M ▲ +13.8%
Year Plans Participants Total Assets
2022 2 132 $29M
2023 2 146 $33M
2024 2 148 $33M

Catholic Health Association of the U.S. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$900K
Employer EIN430653271
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Missouri

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

Catholic Health Association vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Catholic Health Association, Total assets ($B): 0.01222134 · Participants: 74Catholic Health AssociationWashington University Retirement Savings Plan, Total assets ($B): 7.483617782 · Participants: 26975Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 1.11706285 · Participants: 9184Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($B): 0.963703766 · Participants: 13001Cox Savings Incentive PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.962438566 · Participants: 4219Saint Louis University 403(b) Annuity PlanUniversity Health 403(b) Plan, Total assets ($B): 0.296716037 · Participants: 4646University Health 403(b) Plan
Catholic Health Association vs. nearby Other plans in Missouri, assets vs. participants

Catholic Health Association's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Generation US Retirement Plan in ME ($12M); by covered participants it is Lawyers Committee for Civil Rights Under Law 403(b) Plan in DC (74 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 Catholic Health Association assets move in 2024?
Catholic Health Association grew at a solid clip - up 8.0% during 2024, from $11M to $12M. Reported net income was $900K.
How have Catholic Health Association of the U.S. plan assets changed over time?
Across 3 plan years on file (2022-2024), Catholic Health Association of the U.S.'s sponsor-wide assets grew 13.8%, from $29M to $33M.
Which Other plans are similar in size to Catholic Health Association?
Among Other plans in other states, the closest by assets is Generation US Retirement Plan in ME ($12M, 190 participants).
Which Other plans cover a similar participant headcount to Catholic Health Association?
Among Other plans in other states, the closest by covered participants is Lawyers Committee for Civil Rights Under Law 403(b) Plan in DC (74 participants, $7M in assets).