401(k) · DOL Form 5500 · 2024

Catholic United Financial 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
96
Participants Small participant base
69th
Percentile by assets National rank
$198,135
Avg per participant Above avg balance/head
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Official DOL plan name: Catholic United Financial 401(k) Plan · Sponsored by Catholic United Financial · Minnesota · Finance & Insurance

$19M in assets, 96 participants

Catholic United Financial's Catholic United Financial 401(k) Plan reported $19M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,618 in Finance & Insurance (8,549 peers)

Catholic United Financial multi-year trail

Catholic United Financial's plans moved -52.1% in assets from 2022 to 2024; this filing shows Catholic United Financial 401(k) Plan at $19M / 96 participants.

#4,618
in Finance & Insurance (8,549 peers)
+9.2%
assets growth YoY

Catholic United Financial 401(k) Plan's outsized position by total assets

Catholic United Financial 401(k) Plan vs every filed plan by assets

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

$19,020,929 Top 31% higher than 69% 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 United Financial 401(k) 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 United Financial 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Catholic United Financial 401(k) Plan reported participants rose from 77 in the plan year 2023 filing to 96 in the plan year 2024 filing.
  • Catholic United Financial 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Catholic United Financial 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410182070 · Catholic United Financial PY 2024 · 401(k)

Catholic United Financial 401(k) Plan · $19M · 96 · 69th

  • RANK $19M
  • PHOTO 96
  • IND 69th
  • EOY 401(k)
  • 5500 near Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust
  • ASSETS ind #4618

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 401(k) Plan in the asset neighbourhood

Catholic United Financial 401(k) PlanCatholic United Financial 40…$19MZehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & TrustZehnder's of Frankenmuth, In…$19MSentry 401(k) Plan$19MAmerican Radio Television 401(k) PlanAmerican Radio Television 40…$19MLeadiant Biosciences, Inc. Savings PlanLeadiant Biosciences, Inc. S…$19M
End-of-year total assets ($M) among Catholic United Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Catholic United Financial multi-year asset trail

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

Catholic United Financial filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN410182070
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Catholic United Financial 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Catholic United Financial 401(k) Plan, Total assets ($B): 0.019020929 · Participants: 96Catholic United Financial 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Catholic United Financial 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Catholic United Financial 401(k) Plan side-by-side with 3 peers →

Catholic United Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust in MI ($19M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 United Financial 401(k) Plan assets move in 2024? ▼
Catholic United Financial 401(k) Plan grew at a solid clip - up 9.2% during 2024, from $17M to $19M. Reported net income was $2M.
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.
Which 401(k) plans are similar in size to Catholic United Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust in MI ($19M, 441 participants).
Which 401(k) plans cover a similar participant headcount to Catholic United Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M 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 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.