Plain-English plan 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, Catholic Charities Of The Diocese Of Rochester, Inc. Employee Retirement Plan is a benefit plan reported by Catholic Charities Of The Diocese Of Rochester, Inc. under EIN 16-0743944 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,329 participants and $29,985,819 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,985,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,985,819
- Net assets (BOY)
- $32,776,049
Income & contributions
- Participant contributions
- $242,448
- Total contributions
- $242,448
- Total income / additions
- $5,095,190
Expenses & distributions
- Benefits paid
- $7,675,325
- Administrative expenses
- $133,614
- Total expenses
- $7,885,420
- Net increase / (decrease)
- -$2,790,230