Catholic Charities, Inc. Diocese of Madison 403(b) match, vesting and fees
What Catholic Charities, Inc. Diocese of Madison'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 | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Wegner Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Catholic Charities, Inc. Diocese of Madison: employer contribution per participant | $1,272 | |
| Peer median | $1,440 |
| Catholic Charities, Inc. Diocese of Madison: average balance | $57,286 | |
| Peer median | $38,351 |
| Catholic Charities, Inc. Diocese of Madison: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.47% |
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 $7.5M at the end of plan year 2021 to $8.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 225 | $8.6M | $191K | $1,272 | 0.59% | Not published | Form 5500 ↗ |
| 2024 | 223 | $7.5M | $177K | $1,035 | 0.61% | Not published | Form 5500 ↗ |
| 2023 | 242 | $7.1M | $226K | $1,209 | 0.66% | Not published | Form 5500 ↗ |
| 2022 | 286 | $6.2M | $226K | $1,148 | 0.65% | Not published | Form 5500 ↗ |
| 2021 | 299 | $7.5M | $238K | $1,195 | 0.68% | Not published | Form 5500 ↗ |
Common questions
Does Catholic Charities, Inc. Diocese of Madison match 401(k) contributions?
The match terms for the Catholic Charities, Inc. Diocese of Madison Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $191K in employer contributions, about $1,272 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Catholic Charities, Inc. Diocese of Madison 401(k) match vested?
The vesting schedule for the Catholic Charities, Inc. Diocese of Madison Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Catholic Charities, Inc. Diocese of Madison 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Associated Trust Company, N.A.. The plan administrator is Catholic Charities, Inc. Diocese of Madison.
I left Catholic Charities, Inc. Diocese of Madison. 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. Diocese of Madison, (608) 826-8000) or the recordkeeper, Associated Trust Company, N.A.. The Catholic Charities, Inc. Diocese of Madison old 401(k) page lists the contacts from every plan filing. Find an old Catholic Charities, Inc. Diocese of Madison 401(k)
Data from the public Form 5500 annual reports Catholic Charities, Inc. Diocese of Madison 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, Inc. Diocese of Madison. Not financial advice. Report a correction · Methodology