Other · DOL Form 5500 · 2024
Catholic Eldercare, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 427
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $21,879
- Avg per participant Low balance/head
Official DOL plan name: Catholic Eldercare 403(b) Plan · Sponsored by Catholic Eldercare, Inc. · Minnesota · Healthcare & Social Assistance
$9M in assets, 427 participants
Catholic Eldercare, Inc.'s Catholic Eldercare 403(b) Plan reported $9M in total assets and 427 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,092 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Catholic Eldercare 403(b) Plan covers 427 participants in Minnesota, about 38% of the average Minnesota filer (state average ~1,126 per filing). Assets: $9M.
- #10,092
- in Healthcare & Social Assistance (16,916 peers)
- +3.7%
- assets growth YoY
Catholic Eldercare 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Catholic Eldercare 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,342,535 Top 46% higher than 54% 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 Eldercare 403(b) 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 Eldercare 403(b) Plan sits mid-pack in the medium band (427 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catholic Eldercare 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $260K in the plan year 2024 filing.
- Catholic Eldercare 403(b) Plan reported participants rose from 364 in the plan year 2023 filing to 427 in the plan year 2024 filing.
- Catholic Eldercare 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 411399954 · Catholic Eldercare, Inc. PY 2024 · Other
Catholic Eldercare 403(b) Plan · $9M · 427 · 54th
- 5500 $9M
- ASSETS 427
- PCT 54th
- EIN Other
- RANK near Inccrra 403(b) Plan
- PHOTO ind #10092
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
Catholic Eldercare 403(b) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $260K |
| Employer EIN | 411399954 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catholic Eldercare, Inc.)
Sponsor-wide plan assets over time
All Catholic Eldercare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 16.90269640361479% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 363 | $8M |
| 2023 | 1 | 364 | $9M |
| 2024 | 1 | 427 | $9M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
Catholic Eldercare 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Inccrra 403(b) Plan in IL ($9M); by covered participants it is Ethical Culture Fieldston School 403(b) Retirement Plan in NY (427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Inccrra 403(b) Plan (IL) $9M · 230
- Bryan College Retirement Savings Plan (TN) $9M · 237
- Marymount High School Defined Contribution Plan (CA) $9M · 57
- Proteus, Inc. 403(b) Plan (CA) $9M · 187
Similar participant headcount
Nearest other-state filings by covered participants (427 participants); asset peers above are excluded.
- Ethical Culture Fieldston School 403(b) Retirement Plan (NY) 427 · 0 off
- Spring Arbor University DC Retirement Plan (MI) 427 · 0 off
- Wesley 403(b) Retirement Plan (WA) 428 · 1 off
- O'bleness Memorial Hospital Tax Sheltered Annuity Plan (OH) 428 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.