Catholic Charities & Community Svc 403(b) match, vesting and fees
What Catholic Charities & Community Svc's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Retirement Insirance & Annuity | Schedule C ↗ |
| Independent auditor | Kundinger, Corder & Montoya, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 87 defined-contribution plans in other services with 500 to 999 participants.
| Catholic Charities & Community Svc: employer contribution per participant | $1,679 | |
| Peer median | $1,829 |
| Catholic Charities & Community Svc: average balance | $37,758 | |
| Peer median | $71,847 |
| Catholic Charities & Community Svc: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.2M at the end of plan year 2021 to $26.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 700 | $26.1M | $1.2M | $1,679 | 0.32% | Not published | Form 5500 ↗ |
| 2024 | 697 | $22.7M | $933K | $1,356 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 792 | $19.6M | $904K | $1,410 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 819 | $16.2M | $662K | $998 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 774 | $19.2M | $778K | $1,014 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does Catholic Charities & Community Svc match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of the Catholic Charities have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $1,679 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Catholic Charities & Community Svc 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of the Catholic Charities is not in the data published so far. Your Summary Plan Description states it.
Who manages the Catholic Charities & Community Svc 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Voya Retirement Insirance & Annuity. The plan administrator is Catholic Charities & Community Svc.
I left Catholic Charities & Community Svc. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Catholic Charities & Community Svc, (303) 742-0828) or the recordkeeper, Voya Retirement Insirance & Annuity. The Catholic Charities & Community Svc old 401(k) page lists the contacts from every plan filing. Find an old Catholic Charities & Community Svc 401(k)
Data from the public Form 5500 annual reports Catholic Charities & Community Svc filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Catholic Charities & Community Svc. Not financial advice. Report a correction · Methodology