Other · DOL Form 5500 · 2024
Cathedral Square Corporation Retirement Plan
Data updated 2026-08-11
- $14M
- Total assets
- 144
- Participants
- 63rd
- Percentile by assets
- $98,230
- Avg per participant
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.
- 63rd percentile by assets (of 123,622 plans)
- #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.
- $14M
- total plan assets (2024 EOY)
- 144
- covered participants
- 63rd
- percentile by assets (of 123,622 plans)
- $98,230
- avg assets per participant
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.
Cathedral Square Corporation across 3 plan years on file
Across the 3 plan years Cathedral Square Corporation has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $14M, a gain of 43.0%, while reported participants moved from 154 to 144 (-6.5%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($10M).
Cathedral Square Corporation multi-year asset trail
| 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 EIN | 030264362 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING 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
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Norwich University Defined Contribution Retirement Plan $176M · 1,061
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
Similar-Sized Other Plans Nationally
Other plans in other states closest to 403(b) Thrift Plan of Cathedral Square Corporation by total assets, not by location.
- Hattie Larlham 403(b) Retirement Savings Plan (OH) $14M · 905
- Whitefield Academy 403(b) Plan (GA) $14M · 158
- Avow Hospice Inc. Tax Deferred Annuity Plan (FL) $14M · 264
- Midtown Community Health Center 403(b) Plan (UT) $14M · 175
Frequently Asked Questions
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Multi-year trail
Ways to act on 403(b) Thrift Plan of Cathedral Square Corporation's numbers.
- By total assets, 403(b) Thrift Plan of Cathedral Square Corporation ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Vermont. Compare plans
- Cathedral Square Corporation's sponsor-wide assets have grown 43.0% since 2022 across 3 plan years on file. More Other Services plans