Catholic Charities Of The Diocese Of Rochester, Inc. 401(k) Plan: Login, Facts & Contact Information
Catholic Charities Of The Diocese Of Rochester, Inc. 401(k) Login
248 former Catholic Charities Of The Diocese Of Rochester, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Catholic Charities Of The Diocese Of Rochester, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.22 million was paid out to participants.
- Investment and other income added $3.78 million.
- Administrative expenses were $127,049, about $166 per account.
How the Catholic Charities Of The Diocese Of Rochester, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,479 | $31.6 million | $1.05 million | $2.34 million |
| 2020 | 1,579 | $36.4 million | $1.11 million | $3.34 million |
| 2021 | 1,581 | $41.4 million | $1.19 million | $3.49 million |
| 2022 | 1,567 | $32.8 million | $1.06 million | $4.55 million |
| 2023 | 1,329 | $30.0 million | — | $7.68 million |
| 2024 | 1,850 | $30.4 million | — | $3.22 million |
Catholic Charities Of The Diocese Of Rochester, Inc. 401(k) Contact Information
Questions about the Catholic Charities Of The Diocese Of Rochester, Inc. 401(k)
Does Catholic Charities Of The Diocese Of Rochester, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Catholic Charities Of The Diocese Of Rochester, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Catholic Charities Of The Diocese Of Rochester, Inc 401(k) plan?
1,850 participants at the start of plan year 2024, 1,626 of them active employees, and 248 former employees who still had money in the plan.
What is the average 401(k) balance at Catholic Charities Of The Diocese Of Rochester, Inc?
About $39,625 per account: $30.4 million in plan assets across 766 accounts with a balance at the end of plan year 2024.
Who manages the Catholic Charities Of The Diocese Of Rochester, Inc 401(k) accounts?
EPIC Retirement Plan Services (listed on the filing as BURKE GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Catholic Charities Of The Diocese Of Rochester, Inc. How do I access my 401(k)?
Your account stays with EPIC Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.