401(k) · DOL Form 5500 · 2024

Consolidated Catholic Administ 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
547
Participants Below avg headcount
77th
Percentile by assets National rank
$53,897
Avg per participant Low balance/head
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Official DOL plan name: Consolidated Catholic Benefit Plan · Sponsored by Consolidated Catholic Administ · Georgia · Other Services

$29M in assets, 547 participants

Consolidated Catholic Administ's Consolidated Catholic Benefit Plan reported $29M in total assets and 547 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,824 in Other Services (7,719 peers)

Coverage in Georgia

Consolidated Catholic Benefit Plan covers 547 participants in Georgia, about 50% of the average Georgia filer (state average ~1,096 per filing). Assets: $29M.

#6,824
in Other Services (7,719 peers)
+12.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Consolidated Catholic Benefit Plan's outsized position by total assets

Consolidated Catholic Benefit Plan vs every filed plan by assets

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

$29,481,833 Top 23% higher than 77% 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

Consolidated Catholic Benefit 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. Consolidated Catholic Benefit Plan sits mid-pack in the medium band (547 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Consolidated Catholic Benefit Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Consolidated Catholic Benefit Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Consolidated Catholic Benefit Plan reported participants rose from 530 in the plan year 2023 filing to 547 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134064939 · Consolidated Catholic Administ PY 2024 · 401(k)

Consolidated Catholic Benefit Plan · $29M · 547 · 77th

  • IND $29M
  • EOY 547
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Valley Ent, P. C. 401(k) Profit Sharing Plan
  • EIN ind #6824

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 Georgia →

Consolidated Catholic Benefit Plan in the asset neighbourhood

Consolidated Catholic Benefit PlanConsolidated Catholic Benefi…$29MValley Ent, P. C. 401(k) Profit Sharing PlanValley Ent, P. C. 401(k) Pro…$29MSoftrams, LLC 401(k) P/S Plan$29MCommunity Health of Central Washington 401(k) Profit Sharing PlanCommunity Health of Central …$29MUgsoa Retirement Plan$29M
End-of-year total assets ($M) among Consolidated Catholic Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN134064939
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Consolidated Catholic Administ)

Sponsor-wide plan assets over time

All Consolidated Catholic Administ plans reported in each filing year

Latest sponsor-wide plan assets
$29M 33.04300803632697% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.2M $29.5M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 462 $22M
2023 1 530 $26M
2024 1 547 $29M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Consolidated Catholic Benefit Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Consolidated Catholic Benefit Plan, Total assets ($B): 0.029481833 · Participants: 547Consolidated Catholic Benefit PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Consolidated Catholic Benefit Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Consolidated Catholic Benefit Plan side-by-side with 3 peers →

Consolidated Catholic Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Valley Ent, P. C. 401(k) Profit Sharing Plan in AZ ($29M); by covered participants it is Pro Sports Club Salary Savings Plan in WA (547 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (547 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.

Frequently Asked Questions

How did Consolidated Catholic Benefit Plan assets move in 2024? ▼
Consolidated Catholic Benefit Plan grew at a solid clip - up 12.9% during 2024, from $26M to $29M. Reported net income was $3M.
How have Consolidated Catholic Administ plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Consolidated Catholic Administ's sponsor-wide assets grew 33.0%, from $22M to $29M.
Where does Consolidated Catholic Benefit Plan rank by assets among Form 5500 filers? ▼
Consolidated Catholic Benefit Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Consolidated Catholic Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Ent, P. C. 401(k) Profit Sharing Plan in AZ ($29M, 256 participants).
Which 401(k) plans cover a similar participant headcount to Consolidated Catholic Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pro Sports Club Salary Savings Plan in WA (547 participants, N/A 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 134064939.

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.