401(k) · DOL Form 5500 · 2024
Catholic Charities of the Diocese of Rochester, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 1,447
- Participants Near avg headcount
- 50th
- Percentile by assets National rank
- $5,401
- Avg per participant Low balance/head
Official DOL plan name: Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan · Sponsored by Catholic Charities of the Diocese of Rochester, Inc. · New York · Other Services
$8M in assets, 1,447 participants
Catholic Charities of the Diocese of Rochester, Inc.'s Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan reported $8M in total assets and 1,447 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #5,463 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan ranks #5,463 of 7,719 2024 filers by assets (257% of the sector average)-$8M for 1,447 participants.
- #5,463
- in Other Services (7,719 peers)
- +110.6%
- assets growth YoY
Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers
Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,815,793 Top 50% higher than 50% 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. 403(b) 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. 403(b) Plan lands in the large band (1,447 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan reported participants rose from 1,288 in the plan year 2023 filing to 1,447 in the plan year 2024 filing.
- Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $4M 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. 403(b) Plan · $8M · 1,447 · 50th
- EBSA $8M
- PART 1,447
- TYPE 50th
- NET 401(k)
- BOOK near Astor & Sanders Corporation 401(k) Profit Sharing Plan and Trust
- VS-ST ind #5463
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. 403(b) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $4M |
| Employer EIN | 160743944 |
| Plan Effective Date | 2023-01-01 |
| 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. 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Astor & Sanders Corporation 401(k) Profit Sharing Plan and Trust in VA ($8M); by covered participants it is Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan in AL (1,447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,447 participants); asset peers above are excluded.
- Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan (AL) 1,447 · 0 off
- Eplica Corporate Services, Inc. 401(k) Plan (CA) 1,447 · 0 off
- Omh Healthedge Holdings, Inc. 401(k) Plan (FL) 1,448 · 1 off
- Bremer 401(k) Plan (MN) 1,446 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.