Plan Ledger DOL Form 5500 · updated monthly

Catholic Charities of the Diocese of PittsburghMoney purchase plan

CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND IT'S SUBSIDIARY CORPORATIONS MONEY PURCHASE PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Catholic Charities of the Diocese of Pittsburgh reported $21,044 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $3,425 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 0.478%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,933rd of 3,651), and 8,160th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,590,061
Participants with balances89
Active participants77
Employer contributions$263,750
Employee contributions—
Employer contribution per active participant$3,425
Average account balance$51,574
Benefits paid to participants$329,427
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 89 accts · $264K emplr
2023$4.2M · 110 accts · $238K emplr
2022$3.7M · 109 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,044
Total administrative$21,044
Employer contributions to the Catholic Charities of the Diocese of Pittsburgh plan · 2024
Employer contribution per active participant$3,425
Median for plans this size$1,313
2024$3,425 per active participant
2023$3,356 per active participant
2022$3,191 per active participant

Catholic Charities of the Diocese of Pittsburgh's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$21,044

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

Administrative cost history3
2024$21,044 · 0.48%
2023$19,532 · 0.49%
2022$17,167 · 0.48%
All plans at this employer2
CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND IT'S SUBSIDIARY CORPORATIONS MONEY PURCHASE PLANMoney purchase plan
CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH 403(B) RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Centerville Clinics, Inc. PA$4.7M · 0.74%
Advanced Personal Care PA$4.6M · 0.87%
Arbutus Park Manor PA$4.6M · 0.67%
Liberty Resources Inc PA$4.6M · 0.03%
Allaire Health Services PA$4.5M · 0.29%
Hias Pennsylvania PA$4.5M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251326213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.