Catholic Charities, Inc. Diocese of Madison403(b)
CATHOLIC CHARITIES, INC. DIOCESE OF MADISON RETIREMENT PLAN · MADISON, WI · plan year 2025
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Catholic Charities, Inc. Diocese of Madison reported $47,492 in plan administrative expenses for 2025: 0.59% of average plan assets, above the peer median. Employer contributions averaged $1,316 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 fell from 0.65% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,372nd of 1,936), and 6,210th of 11,911 in health care & social assistance. In 2025, employees put in $1.71 for every $1.00 the employer contributed; active participation has shrunk from 190 to 145 since 2022.
Catholic Charities, Inc. Diocese of Madison's 2025 employer contribution ran below the $1,464 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 390807067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.