How big is Catholic United Financial's plan?

Catholic United Financial's plan reported $1.3M in assets for 2023.

Original filing (PDF)20250415170227NAL0001666595001

Catholic United Financial

Name: Catholic United Financial — American Fraternal Union, Form 5500 (2023)
Creator: Catholic United Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

American Fraternal Union Pension Plan

Defined-benefit pension plan · Catholic United Financial's American Fraternal Union Pension Plan reported $1.3M in plan assets in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Catholic United Financial's EIN is 41-0182070.

EIN 41-0182070

Plan number 003

Plan year 2023

ACK ID 20250415170227NAL0001666595001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Catholic United Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Catholic United Financial's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATHOLIC UNITED FINANCIAL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off