2023 Form 5500 filing — The Catholic University Of America Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008174552NAL0009948627001) for The Catholic University Of America Retirement Plan, reported by The Catholic University Of America under EIN 53-0196583 and plan number 001. It reports 3,482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$560.7MReported net assets$560,687,073
Participants3.5K3,482
Provider compensation$107.2K4 Schedule C row(s)$107,242
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008174552NAL0009948627001
Plan sponsor
The Catholic University Of America
EIN
53-0196583
Plan number
001
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$560.7M total assets
Net assets$560.7MLiabilities$0
Money in vs. money out
Total income / additions$86.9M
Total expenses$26.2M
Benefits paid / distributions$26.1M
Contributions
Employer$8.9M
Participant$7.2M
Full reported line items
Total assets (EOY)
$560,687,073
Total liabilities (EOY)
$0
Net assets (EOY)
$560,687,073
Employer contributions
$8,913,506
Participant contributions
$7,227,774
Total income / additions
$86,895,789
Benefits paid
$26,050,176
Administrative expenses
$107,242
Total expenses
$26,193,521
Net increase / (decrease)
$60,702,268
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $66.7K
  2. 2
    NONE · Direct $20.5K
  3. 3
    NONE · Direct $12K
  4. 4
    Tiaa$8.1K
    NONE · Direct $8.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008174552NAL0009948627001 cover?
It is the 2023 Form 5500 filing for The Catholic University Of America Retirement Plan, reported by The Catholic University Of America (EIN 53-0196583).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages