401(k) · DOL Form 5500 · 2024

Catholic Life Insurance 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
67
Participants Small participant base
70th
Percentile by assets National rank
$289,400
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Catholic Life Insurance Retirement Accumulation Plan · Sponsored by Catholic Life Insurance · Texas · Information & Media

$19M in assets, 67 participants

Catholic Life Insurance's Catholic Life Insurance Retirement Accumulation Plan reported $19M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,683 in Information & Media (2,822 peers)

Catholic Life Insurance multi-year trail

Catholic Life Insurance's plans moved +22.1% in assets from 2022 to 2024; this filing shows Catholic Life Insurance Retirement Accumulation Plan at $19M / 67 participants.

#1,683
in Information & Media (2,822 peers)
+5.6%
assets growth YoY

Catholic Life Insurance Retirement Accumulation Plan's outsized position by total assets

Catholic Life Insurance Retirement Accumulation Plan vs every filed plan by assets

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

$19,389,817 Top 30% higher than 70% 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 Life Insurance Retirement Accumulation Plan 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 Life Insurance Retirement Accumulation Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Catholic Life Insurance Retirement Accumulation Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Catholic Life Insurance Retirement Accumulation Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Catholic Life Insurance Retirement Accumulation Plan reported participants fell from 69 in the plan year 2023 filing to 67 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 740548665 · Catholic Life Insurance PY 2024 · 401(k)

Catholic Life Insurance Retirement Accumulation Plan · $19M · 67 · 70th

  • TYPE $19M
  • NET 67
  • BOOK 70th
  • VS-ST 401(k)
  • BOY near Mobile Bar Pilots, L.L.C. 401(k) Profit Sharing Plan
  • SCH ind #1683

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 Information & Media retirement plans → · Plans in Texas →

Catholic Life Insurance Retirement Accumulation Plan in the asset neighbourhood

Catholic Life Insurance Retirement Accumulation PlanCatholic Life Insurance Reti…$19MMobile Bar Pilots, L.L.C. 401(k) Profit Sharing PlanMobile Bar Pilots, L.L.C. 40…$19MHorsley Witten Group, Inc. 401(k) Profit Sharing PlanHorsley Witten Group, Inc. 4…$19MScott Auto Group 401(k) Plan$19MHeritage Bank, Inc. 401(k) PlanHeritage Bank, Inc. 401(k) P…$19M
End-of-year total assets ($M) among Catholic Life Insurance Retirement Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Catholic Life Insurance multi-year asset trail

Sponsor-wide plan assets over time

All Catholic Life Insurance plans reported in each filing year

Latest sponsor-wide plan assets
$19M 22.10425975971116% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.9M $19.4M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 62 $16M
2023 1 69 $18M
2024 1 67 $19M

Catholic Life Insurance filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN740548665
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Catholic Life Insurance Retirement Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Catholic Life Insurance Retirement Accumulation Plan, Total assets ($B): 0.019389817 · Participants: 67Catholic Life Insurance Retirement Accumulation PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Catholic Life Insurance Retirement Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Catholic Life Insurance Retirement Accumulation Plan side-by-side with 3 peers →

Catholic Life Insurance Retirement Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mobile Bar Pilots, L.L.C. 401(k) Profit Sharing Plan in AL ($19M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Catholic Life Insurance Retirement Accumulation Plan assets move in 2024? ▼
Catholic Life Insurance Retirement Accumulation Plan grew at a solid clip - up 5.6% during 2024, from $18M to $19M. Reported net income was $1M.
How have Catholic Life Insurance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Life Insurance's sponsor-wide assets grew 22.1%, from $16M to $19M.
Which 401(k) plans are similar in size to Catholic Life Insurance Retirement Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mobile Bar Pilots, L.L.C. 401(k) Profit Sharing Plan in AL ($19M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Life Insurance Retirement Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 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 740548665.

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.