Plan Ledger DOL Form 5500 · updated monthly

Catholic Charities Diocese of Fort Worth Incorporated403(b)

CATHOLIC CHARITIES FORT WORTH 403B PLAN · FT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.47%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Catholic Charities Diocese of Fort Worth Incorporated reported $60,045 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,951 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,531st-largest of 5,688 plans among Texas employers on file, and the 1,343rd of 3,341 in other services. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has grown from 295 to 393 since 2022.

Plan summary
Net assets, end of year$14,106,855
Participants with balances455
Active participants393
Employer contributions$766,882
Employee contributions$1,129,463
Employer contribution per active participant$1,951
Average account balance$31,004
Benefits paid to participants$999,342
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 455 accts · $767K emplr
2023$11.6M · 408 accts · $663K emplr
2022$9.6M · 370 accts · $562K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,784
Investment management$56,261
Total administrative$60,045
Employer contributions to the Catholic Charities Diocese of Fort Worth Incorporated plan · 2024
Employer contribution per active participant$1,951
Median for plans this size$2,416
2024$1,951 per active participant
2023$1,916 per active participant
2022$1,905 per active participant

Catholic Charities Diocese of Fort Worth Incorporated's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$3,784
PRIME CAPITAL INVMT ADV · Investment advisory (participants) · Investment advisory (plan)$56,261

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$60,045 · 0.47%
2023$54,781 · 0.52%
2022$46,803 · 0.46%
Same employer
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Csat Solutions LP TX$15.4M · 0.76%
Phoenix Management, Inc. TX$14.7M · 1.44%
Kosse Partners I, LLC TX$14.3M · 0.65%
Ingenesis, Inc. TX$12.5M · 0.82%
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Source: U.S. Department of Labor, Form 5500 series, EIN 750808769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.