Other · DOL Form 5500 · 2024
Catholic Charities Diocese of Fort Worth Incorporated Retirement Plan
Data updated 2026-08-11
- $14M
- Total assets
- 344
- Participants
- 63rd
- Percentile by assets
- $41,008
- Avg per participant
Official DOL plan name: Catholic Charities Fort Worth 403b Plan · Sponsored by Catholic Charities Diocese of Fort Worth Incorporated · Texas · Other Services
$14M in assets, 344 participants
Catholic Charities Diocese of Fort Worth Incorporated's Catholic Charities Fort Worth 403b Plan reported $14M in total assets and 344 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- 63rd percentile by assets (of 123,622 plans)
- #6,121 in Other Services (7,719 peers)
Catholic Charities Diocese of Fort Worth Incorporated multi-year trail
Catholic Charities Diocese of Fort Worth Incorporated's plans moved +47.6% in assets from 2022 to 2024; this filing shows Catholic Charities Fort Worth 403b Plan at $14M / 344 participants.
- $14M
- total plan assets (2024 EOY)
- 344
- covered participants
- 63rd
- percentile by assets (of 123,622 plans)
- $41,008
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catholic Charities Fort Worth 403b Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Catholic Charities Fort Worth 403b Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Catholic Charities Fort Worth 403b Plan reported participants rose from 296 in the plan year 2023 filing to 344 in the plan year 2024 filing.
Catholic Charities Diocese of Fort Worth Incorporated across 3 plan years on file
Across the 3 plan years Catholic Charities Diocese of Fort Worth Incorporated has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $14M, a gain of 47.6%, while reported participants moved from 276 to 344 (+24.6%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($10M).
Catholic Charities Diocese of Fort Worth Incorporated multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 276 | $10M |
| 2023 | 1 | 296 | $12M |
| 2024 | 1 | 344 | $14M |
Catholic Charities Diocese of Fort Worth Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 750808769 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
Catholic Charities Fort Worth 403b Plan vs. nearby Other plans in Texas, assets vs. participants
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Similar-Sized Other Plans Nationally
Other plans in other states closest to Catholic Charities Fort Worth 403b Plan by total assets, not by location.
Frequently Asked Questions
How did Catholic Charities Fort Worth 403b Plan assets move in 2024? ▼
How have Catholic Charities Diocese of Fort Worth Incorporated plan assets changed over time? ▼
Which Other plans are similar in size to Catholic Charities Fort Worth 403b Plan? ▼
Next read for Catholic Charities Fort Worth 403b Plan
Multi-year trail
Ways to act on Catholic Charities Fort Worth 403b Plan's numbers.
- By total assets, Catholic Charities Fort Worth 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Catholic Charities Diocese of Fort Worth Incorporated's sponsor-wide assets have grown 47.6% since 2022 across 3 plan years on file. More Other Services plans