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
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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

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

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.

See the national 2023→2024 release diff →

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

William Peace University Retirement PlanWilliam Peace University Ret…$23MElim Christian Services Defined Contribution PlanElim Christian Services Defi…$23M403(b) Thrift Plan of the Catholic Charities403(b) Thrift Plan of the Ca…$23MMethodist Hospital, Inc. 403(b) PlanMethodist Hospital, Inc. 403…$23MNational Association of County & City Health Officials Defined Contribution Retirement PlanNational Association of Coun…$23M
End-of-year total assets ($M) among 403(b) Thrift Plan of the Catholic Charities and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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
$14M$16M$18M$20M$22M$24M 202220232024 $16.2M $22.7M ▲ +40.2%
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 EIN840686679
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

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

403(b) Thrift Plan of the Catholic Charities vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants 403(b) Thrift Plan of the Catholic Charities, Total assets ($B): 0.022726361 · Participants: 595403(b) Thrift Plan of the Catholic CharitiesUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
403(b) Thrift Plan of the Catholic Charities vs. nearby Other plans in Colorado, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (595 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 403(b) Thrift Plan of the Catholic Charities assets move in 2024?
403(b) Thrift Plan of the Catholic Charities grew sharply - up 16.2% during 2024, from $20M to $23M. Reported net income was $3M.
How have Catholic Charities & Community Svc plan assets changed over time?
Across 3 plan years on file (2022-2024), Catholic Charities & Community Svc's sponsor-wide assets grew 40.2%, from $16M to $23M.
Which Other plans are similar in size to 403(b) Thrift Plan of the Catholic Charities?
Among Other plans in other states, the closest by assets is Methodist Hospital, Inc. 403(b) Plan in KY ($23M, N/A participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of the Catholic Charities?
Among Other plans in other states, the closest by covered participants is Dameron Hospital Association 403b Plan in CA (595 participants, $80M in assets).