401(k) · DOL Form 5500 · 2024
Catholic Charities of the Diocese of Rochester, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 1,484
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $20,454
- Avg per participant Low balance/head
Official DOL plan name: Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan · Sponsored by Catholic Charities of the Diocese of Rochester, Inc. · New York · Other Services
$30M in assets, 1,484 participants
Catholic Charities of the Diocese of Rochester, Inc.'s Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan reported $30M in total assets and 1,484 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #6,848 in Other Services (7,719 peers)
Where Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan sits by assets
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 1,484 participants (~$20,454/participant), up 1.2% in 2024.
- #6,848
- in Other Services (7,719 peers)
- +1.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan's outsized position by total assets
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,353,071 Top 23% higher than 77% 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 of the Diocese of Rochester, Inc. Employee Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan lands in the large band (1,484 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan reported net income rose from -$3M in the plan year 2023 filing to $367K in the plan year 2024 filing.
- Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan reported participants rose from 1,329 in the plan year 2023 filing to 1,484 in the plan year 2024 filing.
- Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $30M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 160743944 · Catholic Charities of the Diocese of Rochester, Inc. PY 2024 · 401(k)
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan · $30M · 1,484 · 77th
- PHOTO $30M
- PHOTO 1,484
- PHOTO 77th
- PHOTO 401(k)
- PHOTO near Wilson Oil, Inc. 401(k) Profit Sharing Plan and Trust
- PHOTO ind #6848
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 New York →
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $367K |
| Employer EIN | 160743944 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Catholic Charities of the Diocese of Rochester, Inc.)
Sponsor-wide plan assets over time
All Catholic Charities of the Diocese of Rochester, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 16.355667396891086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,286 | $33M |
| 2023 | 2 | 2,617 | $34M |
| 2024 | 2 | 2,931 | $38M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Wilson Oil, Inc. 401(k) Profit Sharing Plan and Trust in WA ($30M); by covered participants it is Phynet Dermatology, LLC 401(k) Plan in TN (1,484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,484 participants); asset peers above are excluded.
- Phynet Dermatology, LLC 401(k) Plan (TN) 1,484 · 0 off
- Inspyr Solutions and Mplt Healthcare Retirement Plan (FL) 1,484 · 0 off
- United Utility Services 401(k) Plan (NC) 1,484 · 0 off
- Cop, Hometown Services, Inc. Employee Retirement 401(k) Plan (OK) 1,483 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.