Defined Benefit (Pension) · DOL Form 5500 · 2023

Catholic United Financial Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
43
Participants Small participant base
76th
Percentile by assets National rank
$571,735
Avg per participant High balance/head
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Official DOL plan name: Catholic United Financial Defined Benefit Retirement Plan · Sponsored by Catholic United Financial · Minnesota · Finance & Insurance

$25M in assets, 43 participants

Catholic United Financial's Catholic United Financial Defined Benefit Retirement Plan reported $25M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,669 in Finance & Insurance (8,869 peers)

Where Catholic United Financial Defined Benefit Retirement Plan sits by assets

Catholic United Financial Defined Benefit Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 43 participants (~$571,735/participant), up 3.4% in 2023.

#5,669
in Finance & Insurance (8,869 peers)
+3.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Catholic United Financial Defined Benefit Retirement Plan's outsized position by total assets

Catholic United Financial Defined Benefit Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,584,601 Top 24% higher than 76% of 127,068 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 2023

Catholic United Financial Defined Benefit Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic United Financial Defined Benefit Retirement Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic United Financial Defined Benefit Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $818K in the plan year 2023 filing.
  • Catholic United Financial Defined Benefit Retirement Plan reported participants fell from 49 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • Catholic United Financial Defined Benefit Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410182070 · Catholic United Financial PY 2023 · Defined Benefit (Pension)

Catholic United Financial Defined Benefit Retirement Plan · $25M · 43 · 76th

  • EIN $25M
  • EIN 43
  • EIN 76th
  • EIN Defined Benefit (Pension)
  • EIN near Armstrong County Memorial Hospital Retirement Income Plan
  • EIN ind #5669

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Catholic United Financial Defined Benefit Retirement Plan in the asset neighbourhood

The Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$25MRoss Mould, LLC Bargaining Employees' Defined Benefit PlanRoss Mould, LLC Bargaining E…$25MArmstrong County Memorial Hospital Retirement Income PlanArmstrong County Memorial Ho…$25MCatholic United Financial Defined Benefit Retirement PlanCatholic United Financial De…$25MInterstate Batteries Employees Pension PlanInterstate Batteries Employe…$25M
End-of-year total assets ($M) among Catholic United Financial Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$818K
Employer EIN410182070
Plan Effective Date1949-12-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic United Financial)

Sponsor-wide plan assets over time

All Catholic United Financial plans reported in each filing year

Latest sponsor-wide plan assets
$19M 52.09808091165744% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $39.7M $19M ▼ -52.1%
Year Plans Participants Total Assets
2022 2 134 $40M
2023 2 120 $42M
2024 1 96 $19M

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Catholic United Financial Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Catholic United Financial Defined Benefit Retirement Plan, Total assets ($B): 0.024584601 · Participants: 43Catholic United Financial Defined Benefit Retirement Plan3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
Catholic United Financial Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Catholic United Financial Defined Benefit Retirement Plan side-by-side with 3 peers →

Catholic United Financial Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Armstrong County Memorial Hospital Retirement Income Plan in PA ($25M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Catholic United Financial Defined Benefit Retirement Plan assets move in 2023? ▼
Catholic United Financial Defined Benefit Retirement Plan edged up modestly - up 3.4% during 2023, from $24M to $25M. Reported net income was $818K.
How have Catholic United Financial plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic United Financial's sponsor-wide assets declined 52.1%, from $40M to $19M.
Where does Catholic United Financial Defined Benefit Retirement Plan rank by assets among Form 5500 filers? ▼
Catholic United Financial Defined Benefit Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Catholic United Financial Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Armstrong County Memorial Hospital Retirement Income Plan in PA ($25M, 200 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Catholic United Financial Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410182070.

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.