How big is The Catholic Foundation's plan?

The Catholic Foundation's plan reported $8.2M in assets and 20 participants for 2024.

Original filing (PDF)20250730113504NAL0006515696001

The Catholic Foundation

Name: The Catholic Foundation — The Catholic Foundation, Form 5500 (2024)
Creator: The Catholic Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Catholic Foundation Retirement Plus Plan

403(b) retirement plan · The Catholic Foundation's The Catholic Foundation Retirement Plus Plan held $8.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Carol McDonald signed The Catholic Foundation's 2024 Form 5500 as plan administrator.

Carol McDonald — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Catholic Foundation's EIN is 75-1106620.

EIN 75-1106620

Plan number 001

Plan year 2024

ACK ID 20250730113504NAL0006515696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Catholic Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Catholic Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score