Other · DOL Form 5500 · 2024
Catholic Charities Diocese of Fort Worth Incorporated Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 344
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $41,008
- Avg per participant Low balance/head
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.
- #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.
- #6,121
- in Other Services (7,719 peers)
- +21.7%
- assets growth YoY
Catholic Charities Fort Worth 403b Plan's mid-pack asset rank among Other Services and all filers
Catholic Charities Fort Worth 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,106,855 Top 37% higher than 63% 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
Catholic Charities Fort Worth 403b Plan 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. Catholic Charities Fort Worth 403b Plan sits mid-pack in the medium band (344 participants).
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.
Plan-year Form 5500 strip
Filing strip 750808769 · Catholic Charities Diocese of Fort Worth Incorporated PY 2024 · Other
Catholic Charities Fort Worth 403b Plan · $14M · 344 · 63rd
- PCT $14M
- EIN 344
- RANK 63rd
- PHOTO Other
- IND near Western Youth Services 403(b) Retirement Savings and Incentive Plan
- EOY ind #6121
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 Texas →
Catholic Charities Fort Worth 403b Plan in the asset neighbourhood
Catholic Charities Diocese of Fort Worth Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Catholic Charities Diocese of Fort Worth Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 47.555024615594135% vs 2022
- 2024 filing year
| 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.
- 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
Catholic Charities Fort Worth 403b Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Western Youth Services 403(b) Retirement Savings and Incentive Plan in CA ($14M); by covered participants it is 2first Choice Community Healthcare 403(b) Plan in NM (344 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (344 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.