Plan Ledger DOL Form 5500 · updated monthly

Catholic Charities of the Diocese of Rochester, Inc.401(k)

CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. EMPLOYEE RETIREMENT PLAN · ROCHESTER, NY · plan year 2022

Reported admin expense ratio · 2022
0.21%

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

Catholic Charities of the Diocese of Rochester, Inc. reported $79,340 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. Employer contributions averaged $808 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 2 years on file its reported administrative ratio rose from 0.21% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other other services employers. By assets it is the 1,847th-largest of 5,648 plans among New York employers on file, and the 655th of 3,341 in other services. In 2022, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,776,049
Participants with balances1,064
Active participants1,311
Employer contributions$1,059,298
Employee contributions$1,718,300
Employer contribution per active participant$808
Average account balance$30,805
Benefits paid to participants$4,550,355
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.4M · 766 accts
2023$30.0M · 980 accts
2022$32.8M · 1,064 accts · $1.1M emplr
The Catholic Charities of the Diocese of Rochester, Inc. 401(k) match · 2022
Employer contribution per active participant$808
Median for plans this size$2,266

Catholic Charities of the Diocese of Rochester, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$127,049 · 0.42%
2023$133,614 · 0.43%
2022$79,340 · 0.21%
All plans at this employer2
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. EMPLOYEE RETIREMENT PLAN401(k)
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 403(B) PLAN403(b)
Same employer
Similar plansOther Services · New York
Persistent Systems LLC NY$34.4M · 0.19%
T. & G. Industries, Inc. NY$33.5M · 0.34%
Lifetime Assistance, Inc. NY$33.4M · 0.42%
Hoffman Car Wash, Inc. NY$30.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160743944 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.