Catholic Charities of the Diocese of Rochester 401(k) match, vesting and fees
What Catholic Charities of the Diocese of Rochester's 401(k) 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 | Burke Group | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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 of the Diocese of Rochester: employer contribution per participant | — | |
| Peer median | $1,775 |
| Catholic Charities of the Diocese of Rochester: average balance | $39,625 | |
| Peer median | $48,211 |
| Catholic Charities of the Diocese of Rochester: admin expenses ÷ assets | 0.42% | |
| 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 $41.3M at the end of plan year 2021 to $30.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,874 | $30.4M | — | — | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 1,850 | $30M | — | — | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 1,699 | $32.8M | $1.1M | $996 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 1,567 | $41.3M | $1.2M | $1,200 | 0.19% | Not published | Form 5500 ↗ |
Other Catholic Charities of the Diocese of Rochester plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan
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 | Burke Group | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Catholic Charities of the Diocese of Rochester match 401(k) contributions?
The match terms for the Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan have not been published from its filing yet.
When is the Catholic Charities of the Diocese of Rochester 401(k) match vested?
The vesting schedule for the Catholic Charities of the Diocese of Rochester, Inc. Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Catholic Charities of the Diocese of Rochester 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Burke Group. The plan administrator is Catholic Charities of the Diocese of Rochester, Inc..
I left Catholic Charities of the Diocese of Rochester. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Catholic Charities of the Diocese of Rochester, Inc., (585) 328-3210) or the recordkeeper, Burke Group. The Catholic Charities of the Diocese of Rochester old 401(k) page lists the contacts from every plan filing. Find an old Catholic Charities of the Diocese of Rochester 401(k)
Data from the public Form 5500 annual reports Catholic Charities of the Diocese of Rochester 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 of the Diocese of Rochester. Not financial advice. Report a correction · Methodology