401(k) · DOL Form 5500 · 2024

Catholic Charities of Santa Clara County 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
567
Participants Below avg headcount
81st
Percentile by assets National rank
$68,470
Avg per participant Below avg balance/head
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Official DOL plan name: Catholic Charities of Santa Clara County 401(k) Plan · Sponsored by Catholic Charities of Santa Clara County · California · Healthcare & Social Assistance

$39M in assets, 567 participants

Catholic Charities of Santa Clara County's Catholic Charities of Santa Clara County 401(k) Plan reported $39M in total assets and 567 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,165 in Healthcare & Social Assistance (16,916 peers)

Where Catholic Charities of Santa Clara County 401(k) Plan sits by assets

Catholic Charities of Santa Clara County 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 567 participants (~$68,470/participant), up 17.3% in 2024.

#14,165
in Healthcare & Social Assistance (16,916 peers)
+17.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Catholic Charities of Santa Clara County 401(k) Plan's outsized position by total assets

Catholic Charities of Santa Clara County 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$38,822,394 Top 19% higher than 81% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Santa Clara County 401(k) 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 Charities of Santa Clara County 401(k) Plan sits mid-pack in the medium band (567 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Catholic Charities of Santa Clara County 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Catholic Charities of Santa Clara County 401(k) Plan reported participants rose from 535 in the plan year 2023 filing to 567 in the plan year 2024 filing.
  • Catholic Charities of Santa Clara County 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942762269 · Catholic Charities of Santa Clara County PY 2024 · 401(k)

Catholic Charities of Santa Clara County 401(k) Plan · $39M · 567 · 81st

  • RANK $39M
  • PHOTO 567
  • IND 81st
  • EOY 401(k)
  • 5500 near Converged Security Solutions, LLC 401(k) Plan
  • ASSETS ind #14165

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 California →

Catholic Charities of Santa Clara County 401(k) Plan in the asset neighbourhood

Catholic Charities of Santa Clara County 401(k) PlanCatholic Charities of Santa …$39MConverged Security Solutions, LLC 401(k) PlanConverged Security Solutions…$39MAdvocare International, LLC 401(k) PlanAdvocare International, LLC …$39MStar of the West Savings and Protection PlanStar of the West Savings and…$39MPackage Pavement Company, Inc. Profit Sharing and Asset Accumulation Plan and TrustPackage Pavement Company, In…$39M
End-of-year total assets ($M) among Catholic Charities of Santa Clara County 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN942762269
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catholic Charities of Santa Clara County)

Sponsor-wide plan assets over time

All Catholic Charities of Santa Clara County plans reported in each filing year

Latest sponsor-wide plan assets
$39M 40.33607151333902% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.7M $38.8M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 379 $28M
2023 1 535 $33M
2024 1 567 $39M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Catholic Charities of Santa Clara County 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Catholic Charities of Santa Clara County 401(k) Plan, Total assets ($B): 0.038822394 · Participants: 567Catholic Charities of Santa Clara County 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Catholic Charities of Santa Clara County 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Catholic Charities of Santa Clara County 401(k) Plan side-by-side with 3 peers →

Catholic Charities of Santa Clara County 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Converged Security Solutions, LLC 401(k) Plan in VA ($39M); by covered participants it is Glencoe Regional Health Services 401(k) Retirement Plan in MN (567 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (567 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Catholic Charities of Santa Clara County 401(k) Plan assets move in 2024? ▼
Catholic Charities of Santa Clara County 401(k) Plan grew sharply - up 17.3% during 2024, from $33M to $39M. Reported net income was $6M.
How have Catholic Charities of Santa Clara County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities of Santa Clara County's sponsor-wide assets grew 40.3%, from $28M to $39M.
Where does Catholic Charities of Santa Clara County 401(k) Plan rank by assets among Form 5500 filers? ▼
Catholic Charities of Santa Clara County 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Catholic Charities of Santa Clara County 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Converged Security Solutions, LLC 401(k) Plan in VA ($39M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Charities of Santa Clara County 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Glencoe Regional Health Services 401(k) Retirement Plan in MN (567 participants, $69M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942762269.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.