Other · DOL Form 5500 · 2024
Catholic Charities & Community Svc Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 595
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $38,196
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of the Catholic Charities · Sponsored by Catholic Charities & Community Svc · Colorado · Other Services
$23M in assets, 595 participants
Catholic Charities & Community Svc's 403(b) Thrift Plan of the Catholic Charities reported $23M in total assets and 595 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,578 in Other Services (7,719 peers)
Catholic Charities & Community Svc multi-year trail
Catholic Charities & Community Svc's plans moved +40.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of the Catholic Charities at $23M / 595 participants.
- #6,578
- in Other Services (7,719 peers)
- +16.2%
- assets growth YoY
403(b) Thrift Plan of the Catholic Charities's outsized position by total assets
403(b) Thrift Plan of the Catholic Charities vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,726,361 Top 27% higher than 73% 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
403(b) Thrift Plan of the Catholic Charities 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. 403(b) Thrift Plan of the Catholic Charities sits mid-pack in the medium band (595 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of the Catholic Charities end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- 403(b) Thrift Plan of the Catholic Charities reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- 403(b) Thrift Plan of the Catholic Charities reported participants rose from 576 in the plan year 2023 filing to 595 in the plan year 2024 filing.
DOL schedule card
Filing strip 840686679 · Catholic Charities & Community Svc PY 2024 · Other
403(b) Thrift Plan of the Catholic Charities · $23M · 595 · 73rd
- NET $23M
- NET 595
- NET 73rd
- NET Other
- NET near Methodist Hospital, Inc. 403(b) Plan
- NET ind #6578
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 Colorado →
403(b) Thrift Plan of the Catholic Charities in the asset neighbourhood
Catholic Charities & Community Svc multi-year asset trail
Sponsor-wide plan assets over time
All Catholic Charities & Community Svc plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 40.15688860843429% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 410 | $16M |
| 2023 | 1 | 576 | $20M |
| 2024 | 1 | 595 | $23M |
Catholic Charities & Community Svc filing trail (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 840686679 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.2B · 1,662
- Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
- University of Denver Retirement Plan $909M · 7,356
- Nrel 403(b) Employee Savings Plan $625M · 3,207
- Colorado College Retirement Benefit Plan $382M · 717
403(b) Thrift Plan of the Catholic Charities's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Methodist Hospital, Inc. 403(b) Plan in KY ($23M); by covered participants it is Dameron Hospital Association 403b Plan in CA (595 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (595 participants); asset peers above are excluded.
- Dameron Hospital Association 403b Plan (CA) 595 · 0 off
- Pcc Community Wellness Center 403(b) Plan (IL) 596 · 1 off
- Brooke Grove Foundation Retirement Income Plan (MD) 596 · 1 off
- Mount Vernon Ladies' Association of the Union 403(b) Plan (VA) 594 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.