Civic Intelligence

Catholic Foundation

Plan context: Catholic Foundation Retirement Plus Plan

EIN 75-1106620 • Dallas, TX • 26 filings • 2 plans

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12222 Merit Dr Ste 850Dallas, TX 75251
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$8,246,618

2024 Contributions

$407,038

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,246,618$4,123,309$0199920132024YearValue
$8,246,618Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

27140199920122024YearValue
27Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024127$8,246,618$407,038$15,075iApproximate average salary by contribution assumption: employee only about $376,887 at 4% or $251,258 at 6%; with 50% employer match about $251,258 at 4% or $167,505 at 6%; with 100% employer match about $188,444 at 4% or $125,629 at 6%.
Catholic Foundation Retirement Plus Plan-27$8,246,618$407,038$15,075iApproximate average salary by contribution assumption: employee only about $376,887 at 4% or $251,258 at 6%; with 50% employer match about $251,258 at 4% or $167,505 at 6%; with 100% employer match about $188,444 at 4% or $125,629 at 6%.
2023124$6,955,432$374,922$15,622iApproximate average salary by contribution assumption: employee only about $390,544 at 4% or $260,363 at 6%; with 50% employer match about $260,363 at 4% or $173,575 at 6%; with 100% employer match about $195,272 at 4% or $130,181 at 6%.
Catholic Foundation Retirement Plus Plan-24$6,955,432$374,922$15,622iApproximate average salary by contribution assumption: employee only about $390,544 at 4% or $260,363 at 6%; with 50% employer match about $260,363 at 4% or $173,575 at 6%; with 100% employer match about $195,272 at 4% or $130,181 at 6%.
2022124$5,525,563$333,888$13,912iApproximate average salary by contribution assumption: employee only about $347,800 at 4% or $231,867 at 6%; with 50% employer match about $231,867 at 4% or $154,578 at 6%; with 100% employer match about $173,900 at 4% or $115,933 at 6%.
Catholic Foundation Retirement Plus Plan-24$5,525,563$333,888$13,912iApproximate average salary by contribution assumption: employee only about $347,800 at 4% or $231,867 at 6%; with 50% employer match about $231,867 at 4% or $154,578 at 6%; with 100% employer match about $173,900 at 4% or $115,933 at 6%.
2021122$6,281,163$273,091$12,413iApproximate average salary by contribution assumption: employee only about $310,331 at 4% or $206,887 at 6%; with 50% employer match about $206,887 at 4% or $137,925 at 6%; with 100% employer match about $155,165 at 4% or $103,444 at 6%.
Catholic Foundation Retirement Plus Plan-22$6,281,163$273,091$12,413iApproximate average salary by contribution assumption: employee only about $310,331 at 4% or $206,887 at 6%; with 50% employer match about $206,887 at 4% or $137,925 at 6%; with 100% employer match about $155,165 at 4% or $103,444 at 6%.
2020114$5,450,147$250,090$17,864iApproximate average salary by contribution assumption: employee only about $446,589 at 4% or $297,726 at 6%; with 50% employer match about $297,726 at 4% or $198,484 at 6%; with 100% employer match about $223,295 at 4% or $148,863 at 6%.
Catholic Foundation Retirement Plus Plan-14$5,450,147$250,090$17,864iApproximate average salary by contribution assumption: employee only about $446,589 at 4% or $297,726 at 6%; with 50% employer match about $297,726 at 4% or $198,484 at 6%; with 100% employer match about $223,295 at 4% or $148,863 at 6%.
2019115$4,358,407$251,087$16,739iApproximate average salary by contribution assumption: employee only about $418,478 at 4% or $278,986 at 6%; with 50% employer match about $278,986 at 4% or $185,990 at 6%; with 100% employer match about $209,239 at 4% or $139,493 at 6%.
Catholic Foundation Retirement Plus Plan-15$4,358,407$251,087$16,739iApproximate average salary by contribution assumption: employee only about $418,478 at 4% or $278,986 at 6%; with 50% employer match about $278,986 at 4% or $185,990 at 6%; with 100% employer match about $209,239 at 4% or $139,493 at 6%.
2018115$3,333,609$245,218$16,348iApproximate average salary by contribution assumption: employee only about $408,697 at 4% or $272,464 at 6%; with 50% employer match about $272,464 at 4% or $181,643 at 6%; with 100% employer match about $204,348 at 4% or $136,232 at 6%.
Catholic Foundation Retirement Plus Plan-15$3,333,609$245,218$16,348iApproximate average salary by contribution assumption: employee only about $408,697 at 4% or $272,464 at 6%; with 50% employer match about $272,464 at 4% or $181,643 at 6%; with 100% employer match about $204,348 at 4% or $136,232 at 6%.
2017117$3,295,953$261,930$15,408iApproximate average salary by contribution assumption: employee only about $385,191 at 4% or $256,794 at 6%; with 50% employer match about $256,794 at 4% or $171,196 at 6%; with 100% employer match about $192,596 at 4% or $128,397 at 6%.
Catholic Foundation Retirement Plus Plan-17$3,295,953$261,930$15,408iApproximate average salary by contribution assumption: employee only about $385,191 at 4% or $256,794 at 6%; with 50% employer match about $256,794 at 4% or $171,196 at 6%; with 100% employer match about $192,596 at 4% or $128,397 at 6%.
2016115$2,696,283$241,033$16,069iApproximate average salary by contribution assumption: employee only about $401,722 at 4% or $267,814 at 6%; with 50% employer match about $267,814 at 4% or $178,543 at 6%; with 100% employer match about $200,861 at 4% or $133,907 at 6%.
Catholic Foundation Retirement Plus Plan-15$2,696,283$241,033$16,069iApproximate average salary by contribution assumption: employee only about $401,722 at 4% or $267,814 at 6%; with 50% employer match about $267,814 at 4% or $178,543 at 6%; with 100% employer match about $200,861 at 4% or $133,907 at 6%.
2015115$2,292,658$237,923$15,862iApproximate average salary by contribution assumption: employee only about $396,538 at 4% or $264,359 at 6%; with 50% employer match about $264,359 at 4% or $176,239 at 6%; with 100% employer match about $198,269 at 4% or $132,179 at 6%.
Catholic Foundation Retirement Plus Plan-15$2,292,658$237,923$15,862iApproximate average salary by contribution assumption: employee only about $396,538 at 4% or $264,359 at 6%; with 50% employer match about $264,359 at 4% or $176,239 at 6%; with 100% employer match about $198,269 at 4% or $132,179 at 6%.
2014115$2,052,880$197,918$13,195iApproximate average salary by contribution assumption: employee only about $329,863 at 4% or $219,909 at 6%; with 50% employer match about $219,909 at 4% or $146,606 at 6%; with 100% employer match about $164,932 at 4% or $109,954 at 6%.
Catholic Foundation Retirement Plus Plan-15$2,052,880$197,918$13,195iApproximate average salary by contribution assumption: employee only about $329,863 at 4% or $219,909 at 6%; with 50% employer match about $219,909 at 4% or $146,606 at 6%; with 100% employer match about $164,932 at 4% or $109,954 at 6%.
2013111$1,718,067$153,957$13,996iApproximate average salary by contribution assumption: employee only about $349,902 at 4% or $233,268 at 6%; with 50% employer match about $233,268 at 4% or $155,512 at 6%; with 100% employer match about $174,951 at 4% or $116,634 at 6%.
Catholic Foundation Retirement Plus Plan-11$1,718,067$153,957$13,996iApproximate average salary by contribution assumption: employee only about $349,902 at 4% or $233,268 at 6%; with 50% employer match about $233,268 at 4% or $155,512 at 6%; with 100% employer match about $174,951 at 4% or $116,634 at 6%.
201217$1,846,428$115,708$16,530iApproximate average salary by contribution assumption: employee only about $413,243 at 4% or $275,495 at 6%; with 50% employer match about $275,495 at 4% or $183,663 at 6%; with 100% employer match about $206,621 at 4% or $137,748 at 6%.
Catholic Foundation Retirement Plus Plan-7$1,846,428$115,708$16,530iApproximate average salary by contribution assumption: employee only about $413,243 at 4% or $275,495 at 6%; with 50% employer match about $275,495 at 4% or $183,663 at 6%; with 100% employer match about $206,621 at 4% or $137,748 at 6%.
201117$1,604,603$109,580$15,654iApproximate average salary by contribution assumption: employee only about $391,357 at 4% or $260,905 at 6%; with 50% employer match about $260,905 at 4% or $173,937 at 6%; with 100% employer match about $195,679 at 4% or $130,452 at 6%.
Catholic Foundation Retirement Plus Plan-7$1,604,603$109,580$15,654iApproximate average salary by contribution assumption: employee only about $391,357 at 4% or $260,905 at 6%; with 50% employer match about $260,905 at 4% or $173,937 at 6%; with 100% employer match about $195,679 at 4% or $130,452 at 6%.
201017$1,527,425$110,566$15,795iApproximate average salary by contribution assumption: employee only about $394,879 at 4% or $263,252 at 6%; with 50% employer match about $263,252 at 4% or $175,502 at 6%; with 100% employer match about $197,439 at 4% or $131,626 at 6%.
Catholic Foundation Retirement Plus Plan-7$1,527,425$110,566$15,795iApproximate average salary by contribution assumption: employee only about $394,879 at 4% or $263,252 at 6%; with 50% employer match about $263,252 at 4% or $175,502 at 6%; with 100% employer match about $197,439 at 4% or $131,626 at 6%.
200917$1,252,927$212,787$30,398iApproximate average salary by contribution assumption: employee only about $759,954 at 4% or $506,636 at 6%; with 50% employer match about $506,636 at 4% or $337,757 at 6%; with 100% employer match about $379,977 at 4% or $253,318 at 6%.
Catholic Foundation Retirement Plus Plan-7$1,252,927$212,787$30,398iApproximate average salary by contribution assumption: employee only about $759,954 at 4% or $506,636 at 6%; with 50% employer match about $506,636 at 4% or $337,757 at 6%; with 100% employer match about $379,977 at 4% or $253,318 at 6%.
200817$805,008$126,447$18,064iApproximate average salary by contribution assumption: employee only about $451,596 at 4% or $301,064 at 6%; with 50% employer match about $301,064 at 4% or $200,710 at 6%; with 100% employer match about $225,798 at 4% or $150,532 at 6%.
Catholic Foundation Retirement Plus Plan-7$805,008$126,447$18,064iApproximate average salary by contribution assumption: employee only about $451,596 at 4% or $301,064 at 6%; with 50% employer match about $301,064 at 4% or $200,710 at 6%; with 100% employer match about $225,798 at 4% or $150,532 at 6%.
200717$0$0-
Catholic Foundation Retirement Plus Plan-7---
200617$891,083$109,489$15,641iApproximate average salary by contribution assumption: employee only about $391,032 at 4% or $260,688 at 6%; with 50% employer match about $260,688 at 4% or $173,792 at 6%; with 100% employer match about $195,516 at 4% or $130,344 at 6%.
Catholic Foundation Retirement Plus Plan-7$891,083$109,489$15,641iApproximate average salary by contribution assumption: employee only about $391,032 at 4% or $260,688 at 6%; with 50% employer match about $260,688 at 4% or $173,792 at 6%; with 100% employer match about $195,516 at 4% or $130,344 at 6%.
200516$734,874$108,202$18,034iApproximate average salary by contribution assumption: employee only about $450,842 at 4% or $300,561 at 6%; with 50% employer match about $300,561 at 4% or $200,374 at 6%; with 100% employer match about $225,421 at 4% or $150,281 at 6%.
Catholic Foundation Retirement Plus Plan-6$734,874$108,202$18,034iApproximate average salary by contribution assumption: employee only about $450,842 at 4% or $300,561 at 6%; with 50% employer match about $300,561 at 4% or $200,374 at 6%; with 100% employer match about $225,421 at 4% or $150,281 at 6%.
200417$601,148$93,251$13,322iApproximate average salary by contribution assumption: employee only about $333,039 at 4% or $222,026 at 6%; with 50% employer match about $222,026 at 4% or $148,017 at 6%; with 100% employer match about $166,520 at 4% or $111,013 at 6%.
Catholic Foundation Retirement Plus Plan-7$601,148$93,251$13,322iApproximate average salary by contribution assumption: employee only about $333,039 at 4% or $222,026 at 6%; with 50% employer match about $222,026 at 4% or $148,017 at 6%; with 100% employer match about $166,520 at 4% or $111,013 at 6%.
200317$466,726$88,180$12,597iApproximate average salary by contribution assumption: employee only about $314,929 at 4% or $209,952 at 6%; with 50% employer match about $209,952 at 4% or $139,968 at 6%; with 100% employer match about $157,464 at 4% or $104,976 at 6%.
Catholic Foundation Retirement Plus Plan-7$466,726$88,180$12,597iApproximate average salary by contribution assumption: employee only about $314,929 at 4% or $209,952 at 6%; with 50% employer match about $209,952 at 4% or $139,968 at 6%; with 100% employer match about $157,464 at 4% or $104,976 at 6%.
200217$0$0-
Catholic Foundation Retirement Plus Plan-7---
200117$0$0-
Catholic Foundation Retirement Plus Plan-7---
200016$845,617$79,193$13,199iApproximate average salary by contribution assumption: employee only about $329,971 at 4% or $219,981 at 6%; with 50% employer match about $219,981 at 4% or $146,654 at 6%; with 100% employer match about $164,985 at 4% or $109,990 at 6%.
Catholic Foundation Retirement Plus Plan-6$845,617$79,193$13,199iApproximate average salary by contribution assumption: employee only about $329,971 at 4% or $219,981 at 6%; with 50% employer match about $219,981 at 4% or $146,654 at 6%; with 100% employer match about $164,985 at 4% or $109,990 at 6%.
199917$773,951$77,448$11,064iApproximate average salary by contribution assumption: employee only about $276,600 at 4% or $184,400 at 6%; with 50% employer match about $184,400 at 4% or $122,933 at 6%; with 100% employer match about $138,300 at 4% or $92,200 at 6%.
Catholic Foundation Retirement Plus Plan-7$773,951$77,448$11,064iApproximate average salary by contribution assumption: employee only about $276,600 at 4% or $184,400 at 6%; with 50% employer match about $184,400 at 4% or $122,933 at 6%; with 100% employer match about $138,300 at 4% or $92,200 at 6%.