Catholic Charities - Diocese O — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Catholic Charities - Diocese O (EIN 34-4428254) is a plan sponsor located in Toledo, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-4428254
Location
Toledo, OH
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Catholic Charities - Diocese O

  • 1 loaded plans hold $1.2M in reported assets.
  • The largest, 403(B) Thrift Plan Of Catholic Charities - Diocese Of Toledo, holds 100% of this company's reported plan assets.
  • Plans cover 122 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.2MSummed across loaded plans$1,203,452
Total reported assets$1.2M$1,203,452
Total reported participants122
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$54K
Participant contributions$69.6K
Total income / additions$257.9K
Expenses & distributions
Benefits paid / distributions$178.4K
Total expenses$178.7K
Net increase / (decrease)$79.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%403(B) Thrift Plan Of Catholic Charities - Diocese Of Toledo
Participants per plan122Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 122 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Catholic Charities - Diocese O. Open one for its full reported snapshot.

  1. 2023
    403(B) Thrift Plan Of Catholic Charities - Diocese Of Toledo122 participants · 2Sch ISch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Catholic Charities - Diocese O report on Form 5500?
Catholic Charities - Diocese O (EIN 34-4428254) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Catholic Charities - Diocese O?
The Employer Identification Number (EIN) reported for Catholic Charities - Diocese O is 34-4428254.
What is the latest Form 5500 filing year for Catholic Charities - Diocese O?
The latest loaded Form 5500 filing year for Catholic Charities - Diocese O is 2023.

Related Form 5500 pages