Other · DOL Form 5500 · 2024

Cathedral Square Corporation Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
144
Participants Small participant base
63rd
Percentile by assets National rank
$98,230
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Cathedral Square Corporation · Sponsored by Cathedral Square Corporation · Vermont · Other Services

$14M in assets, 144 participants

Cathedral Square Corporation's 403(b) Thrift Plan of Cathedral Square Corporation reported $14M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,124 in Other Services (7,719 peers)

Cathedral Square Corporation multi-year trail

Cathedral Square Corporation's plans moved +43.0% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Cathedral Square Corporation at $14M / 144 participants.

#6,124
in Other Services (7,719 peers)
+12.3%
assets growth YoY

403(b) Thrift Plan of Cathedral Square Corporation's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Cathedral Square Corporation vs every filed plan by assets

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

$14,145,079 Top 37% higher than 63% 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

403(b) Thrift Plan of Cathedral Square Corporation 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 Cathedral Square Corporation sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Cathedral Square Corporation reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Cathedral Square Corporation end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Cathedral Square Corporation reported participants fell from 146 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030264362 · Cathedral Square Corporation PY 2024 · Other

403(b) Thrift Plan of Cathedral Square Corporation · $14M · 144 · 63rd

  • PART $14M
  • TYPE 144
  • NET 63rd
  • BOOK Other
  • VS-ST near Hattie Larlham 403(b) Retirement Savings Plan
  • BOY ind #6124

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 Vermont →

403(b) Thrift Plan of Cathedral Square Corporation in the asset neighbourhood

Midtown Community Health Center 403(b) PlanMidtown Community Health Cen…$14MHattie Larlham 403(b) Retirement Savings PlanHattie Larlham 403(b) Retire…$14MWhitefield Academy 403(b) PlanWhitefield Academy 403(b) Pl…$14M403(b) Thrift Plan of Cathedral Square Corporation403(b) Thrift Plan of Cathed…$14MAvow Hospice Inc. Tax Deferred Annuity PlanAvow Hospice Inc. Tax Deferr…$14M
End-of-year total assets ($M) among 403(b) Thrift Plan of Cathedral Square Corporation and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Cathedral Square Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Cathedral Square Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$14M 43.03348410835578% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.89M $14.2M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 154 $10M
2023 1 146 $13M
2024 1 144 $14M

Cathedral Square Corporation filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN030264362
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Vermont

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Cathedral Square Corporation vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400 Total assets ($M) Participants 403(b) Thrift Plan of Cathedral Square Corporation, Total assets ($M): 14.145079 · Participants: 144403(b) Thrift Plan of Cathedral Square CorporationMiddlebury College Voluntary Retirement Plan, Total assets ($M): 311.834512 · Participants: 1028Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 288.999458 · Participants: 1695Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 175.751512 · Participants: 1061Norwich University Defined Contribution Retirement PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 116.482678 · Participants: 463Champlain College Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 96.30114 · Participants: 446World Learning, Inc. Retirement Plan
403(b) Thrift Plan of Cathedral Square Corporation vs. nearby Other plans in Vermont, assets vs. participants
Compare 403(b) Thrift Plan of Cathedral Square Corporation side-by-side with 3 peers →

403(b) Thrift Plan of Cathedral Square Corporation's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Hattie Larlham 403(b) Retirement Savings Plan in OH ($14M); by covered participants it is Homesafe 403(b) Retirement Plan in FL (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 403(b) Thrift Plan of Cathedral Square Corporation assets move in 2024? ▼
403(b) Thrift Plan of Cathedral Square Corporation grew at a solid clip - up 12.3% during 2024, from $13M to $14M. Reported net income was $2M.
How have Cathedral Square Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cathedral Square Corporation's sponsor-wide assets grew 43.0%, from $10M to $14M.
Which Other plans are similar in size to 403(b) Thrift Plan of Cathedral Square Corporation? ▼
Among Other plans in other states, the closest by assets is Hattie Larlham 403(b) Retirement Savings Plan in OH ($14M, 905 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Cathedral Square Corporation? ▼
Among Other plans in other states, the closest by covered participants is Homesafe 403(b) Retirement Plan in FL (144 participants, $5M 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 030264362.

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.