Catholic Charities, Inc. - Archdiocese of Hartford retirement plan: assets, participants and fees
What Catholic Charities, Inc. - Archdiocese of Hartford's retirement plan 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 | Mutual of America Life Insurance Co | Schedule C ↗ |
| Independent auditor | Whittlesey PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| Catholic Charities, Inc. - Archdiocese of Hartford: employer contribution per participant | $953 | |
| Peer median | $1,775 |
| Catholic Charities, Inc. - Archdiocese of Hartford: average balance | $23,857 | |
| Peer median | $48,211 |
| Catholic Charities, Inc. - Archdiocese of Hartford: admin expenses ÷ assets | 0.04% | |
| 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 $15.1M at the end of plan year 2021 to $15.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 861 | $15.5M | $620K | $953 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 896 | $15.3M | $503K | $725 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 878 | $13.9M | $431K | $651 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 858 | $15.1M | $352K | $527 | 0.03% | Not published | Form 5500 ↗ |
Other Catholic Charities, Inc. - Archdiocese of Hartford plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Defined Benefit Pension Plan of Catholic Charities Inc. - Archdiocese of Hartford
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 | Mutual of America Life Insurance Co | Schedule C ↗ |
| Independent auditor | Whittlesey PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Catholic Charities, Inc. - Archdiocese of Hartford match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford have not been published from its filing yet. The plan year 2024 filing reports $620K in employer contributions, about $953 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Catholic Charities, Inc. - Archdiocese of Hartford 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford is not in the data published so far. Your Summary Plan Description states it.
Who manages the Catholic Charities, Inc. - Archdiocese of Hartford 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Life Insurance Co. The plan administrator is Catholic Charities, Inc. - Archdiocese of Hartford.
I left Catholic Charities, Inc. - Archdiocese of Hartford. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Catholic Charities, Inc. - Archdiocese of Hartford, (860) 493-1841) or the recordkeeper, Mutual of America Life Insurance Co. The Catholic Charities, Inc. - Archdiocese of Hartford old 401(k) page lists the contacts from every plan filing. Find an old Catholic Charities, Inc. - Archdiocese of Hartford 401(k)
Data from the public Form 5500 annual reports Catholic Charities, Inc. - Archdiocese of Hartford filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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, Inc. - Archdiocese of Hartford. Not financial advice. Report a correction · Methodology