401(k) · DOL Form 5500 · 2023
Catholic Charities of the Diocese of Rochester, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1,288
- Participants Near avg headcount
- 39th
- Percentile by assets National rank
- $2,882
- 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
$4M in assets, 1,288 participants
Catholic Charities of the Diocese of Rochester, Inc.'s Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan reported $4M in total assets and 1,288 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #4,886 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan ranks #4,886 of 7,857 2023 filers by assets (541% of the sector average)-$4M for 1,288 participants.
- #4,886
- in Other Services (7,857 peers)
- $4M
- reported net income
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 2023 · DOL Form 5500
$3,711,935 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,288 participants).
DOL schedule card
Filing strip 160743944 · Catholic Charities of the Diocese of Rochester, Inc. PY 2023 · 401(k)
Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan · $4M · 1,288 · 39th
- NET $4M
- NET 1,288
- NET 39th
- NET 401(k)
- NET near Puttshack USA Inc. 401(k) Plan
- NET ind #4886
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) | N/A |
|---|---|
| Net Assets (End of Year) | $4M |
| 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) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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 Puttshack USA Inc. 401(k) Plan in IL ($4M); by covered participants it is Anduril Industries 401(k) Plan in CA (1,288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,288 participants); asset peers above are excluded.
- Anduril Industries 401(k) Plan (CA) 1,288 · 0 off
- Wasserman Media Group 401(k) Plan (CA) 1,288 · 0 off
- Lyra Clinical Associates 401(k) Plan (CA) 1,288 · 0 off
- Northstar Memorial Group, LLC 401(k) Plan (TX) 1,288 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.