Other · DOL Form 5500 · 2024
The Catholic University of America Retirement Plan
Data updated 2026-08-25
- $606M
- Total assets Above avg plan size
- 2,004
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $302,306
- Avg per participant High balance/head
Official DOL plan name: The Catholic University of America Retirement Plan · Sponsored by The Catholic University of America · District of Columbia · Educational Services
$606M in assets, 2,004 participants
The Catholic University of America's The Catholic University of America Retirement Plan reported $606M in total assets and 2,004 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,515 in Educational Services (3,638 peers)
Where The Catholic University of America Retirement Plan sits by assets
The Catholic University of America Retirement Plan sits in the top 5% of all filed plans by assets, $606M for 2,004 participants (~$302,306/participant), up 8.0% in 2024.
- #3,515
- in Educational Services (3,638 peers)
- +8.0%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
The Catholic University of America Retirement Plan's outsized position by total assets
The Catholic University of America Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$605,821,150 Top 2% higher than 98% 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
The Catholic University of America Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Catholic University of America Retirement Plan lands in the large band (2,004 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Catholic University of America Retirement Plan reported net income fell from $61M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- The Catholic University of America Retirement Plan reported participants rose from 1,716 in the plan year 2023 filing to 2,004 in the plan year 2024 filing.
- The Catholic University of America Retirement Plan end-of-year assets rose from $561M in the plan year 2023 filing to $606M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 530196583 · The Catholic University of America PY 2024 · Other
The Catholic University of America Retirement Plan · $606M · 2,004 · 98th
- VS-ST $606M
- VS-ST 2,004
- VS-ST 98th
- VS-ST Other
- VS-ST near Tulane University Tax Deferral 403(b) Retirement Plan
- VS-ST ind #3515
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 Educational Services retirement plans → · Plans in District of Columbia →
The Catholic University of America Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $561M |
|---|---|
| Net Assets (End of Year) | $606M |
| Net Income | $45M |
| Employer EIN | 530196583 |
| Plan Effective Date | 1949-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Catholic University of America)
Sponsor-wide plan assets over time
All The Catholic University of America plans reported in each filing year
- Latest sponsor-wide plan assets
- $606M 21.16791229285458% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,751 | $500M |
| 2023 | 1 | 1,716 | $561M |
| 2024 | 1 | 2,004 | $606M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
The Catholic University of America Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Tulane University Tax Deferral 403(b) Retirement Plan in LA ($607M); by covered participants it is Boulder Community Health 403(b) Plan in CO (2,001 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($606M here).
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) $607M · 7,673
- Jax 403(b) Retirement Plan (ME) $603M · 2,735
- The Rand Corporation 403(b) Savings Plan (CA) $602M · 1,941
- Yale University Matching Retirement Plan (CT) $602M · 6,132
Similar participant headcount
Nearest other-state filings by covered participants (2,004 participants); asset peers above are excluded.
- Boulder Community Health 403(b) Plan (CO) 2,001 · 3 off
- Bozeman Health 403(b) Plan (MT) 2,015 · 11 off
- Froedtert Health, Inc 401(a) Retirement Plan (WI) 1,993 · 11 off
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) 2,023 · 19 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.