Other · DOL Form 5500 · 2024
Catholic Charities, Inc. Diocese of Madison Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $59,837
- Avg per participant Low balance/head
Official DOL plan name: Catholic Charities, Inc. Diocese of Madison Retirement Plan · Sponsored by Catholic Charities, Inc. Diocese of Madison · Wisconsin · Healthcare & Social Assistance
$7M in assets, 125 participants
Catholic Charities, Inc. Diocese of Madison's Catholic Charities, Inc. Diocese of Madison Retirement Plan reported $7M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,207 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Catholic Charities, Inc. Diocese of Madison Retirement Plan covers 125 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.
- #9,207
- in Healthcare & Social Assistance (16,916 peers)
- +5.0%
- assets growth YoY
Catholic Charities, Inc. Diocese of Madison Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Catholic Charities, Inc. Diocese of Madison Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,479,680 Top 50% higher than 50% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Catholic Charities, Inc. Diocese of Madison Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Charities, Inc. Diocese of Madison Retirement Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catholic Charities, Inc. Diocese of Madison Retirement Plan reported net income fell from $919K in the plan year 2023 filing to $353K in the plan year 2024 filing.
- Catholic Charities, Inc. Diocese of Madison Retirement Plan reported participants fell from 190 in the plan year 2023 filing to 125 in the plan year 2024 filing.
- Catholic Charities, Inc. Diocese of Madison Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390807067 · Catholic Charities, Inc. Diocese of Madison PY 2024 · Other
Catholic Charities, Inc. Diocese of Madison Retirement Plan · $7M · 125 · 50th
- VS-ST $7M
- VS-ST 125
- VS-ST 50th
- VS-ST Other
- VS-ST near United Way of Greater Kansas City, Inc. 403(b) Plan
- VS-ST ind #9207
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 Wisconsin →
Catholic Charities, Inc. Diocese of Madison Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $353K |
| Employer EIN | 390807067 |
| Plan Effective Date | 1995-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catholic Charities, Inc. Diocese of Madison)
Sponsor-wide plan assets over time
All Catholic Charities, Inc. Diocese of Madison plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 20.489485312299394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $6M |
| 2023 | 1 | 190 | $7M |
| 2024 | 1 | 125 | $7M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Catholic Charities, Inc. Diocese of Madison Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is United Way of Greater Kansas City, Inc. 403(b) Plan in MO ($7M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan in FL (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.