Other · DOL Form 5500 · 2024
Catholic Charities, Inc. - Archdiocese of Hartford Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 608
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $25,545
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford · Sponsored by Catholic Charities, Inc. - Archdiocese of Hartford · Connecticut · Other Services
$16M in assets, 608 participants
Catholic Charities, Inc. - Archdiocese of Hartford's 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford reported $16M in total assets and 608 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #6,215 in Other Services (7,719 peers)
What the 2024 filing shows
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford holds $16M for 608 participants - about $25,545 per participant, above the median plan by assets.
- #6,215
- in Other Services (7,719 peers)
- +1.6%
- assets growth YoY
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,531,171 Top 35% higher than 65% 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
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford 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. 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford sits mid-pack in the medium band (608 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford reported net income fell from $1M in the plan year 2023 filing to $251K in the plan year 2024 filing.
- 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford reported participants rose from 568 in the plan year 2023 filing to 608 in the plan year 2024 filing.
- 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 060667607 · Catholic Charities, Inc. - Archdiocese of Hartford PY 2024 · Other
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford · $16M · 608 · 65th
- 5500 $16M
- ASSETS 608
- PCT 65th
- EIN Other
- RANK near Institute on Aging 403(b) Plan
- PHOTO ind #6215
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 Connecticut →
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $251K |
| Employer EIN | 060667607 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catholic Charities, Inc. - Archdiocese of Hartford)
Sponsor-wide plan assets over time
All Catholic Charities, Inc. - Archdiocese of Hartford plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 3.188690439788125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 569 | $22M |
| 2023 | 2 | 613 | $25M |
| 2024 | 2 | 651 | $21M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Institute on Aging 403(b) Plan in CA ($16M); by covered participants it is Muhlenberg College Retirement Plan in PA (607 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Institute on Aging 403(b) Plan (CA) $16M · 943
- Seeds of Health, Inc. 403(b) Plan (WI) $16M · 134
- Chapel Hill - Chauncy Hall School 403(b) Plan (MA) $16M · 80
- Trinity Christian Academy 403(b) Plan (TX) $16M · 312
Similar participant headcount
Nearest other-state filings by covered participants (608 participants); asset peers above are excluded.
- Muhlenberg College Retirement Plan (PA) 607 · 1 off
- Russell Hospital 403(b) Plan (AL) 607 · 1 off
- Philadelphia Museum of Art 403(b) Retirement and Savings Plan (PA) 609 · 1 off
- Point Loma Nazarene University Retirement Plan (CA) 610 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.