Pennsylvania › Other services › 250 to 499 participants
Form 5500 statement · plan year 1 Jul 2024 to 30 Jun 2025
Defined Benefit Plan for Employees of Catholic Social Services of the Diocese of Scranto
Sponsored by Catholic Social Services of the Diocese of Scranton, Inc., Scranton, PA
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Catholic Social Services of the Diocese of Scranton, Inc. of Scranton, Pennsylvania sponsors Defined Benefit Plan for Employees of Catholic Social Services of the Diocese of Scranto, a defined benefit pension plan. Its Form 5500 for the plan year ending 30 Jun 2025 shows 288 participants (23 active) and $14.7M in net assets.
Net assets came to $51,142 per participant, well below the $87,254 median for defined benefit plans with 250 to 499 participants and well below the $110,377 median for defined benefit plans in other services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 6 service provider organisations paid $5,000 or more, with reported compensation of $48K: $166 per participant, well below the same-size median of $413. Administrative expenses charged to the plan were $77K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $4.4M in 2009 to $14.7M in 2024 (up 232%), and participants from 251 to 288 (up 15%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $51,142 | $87,254 | $110,377 | $86,221 |
| Employer contributions per active participant | — | $11,032 | $13,001 | $10,244 |
| Schedule C compensation per participant | $166 | $413 | $486 | $344 |
| Schedule C compensation, share of net assets | 0.33% | 0.51% | 0.44% | 0.42% |
| Administrative expenses per participant | $268 | $596 | $662 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 250 to 499 participants (873 plans), other services (226) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 288 | $14.7M | $51,142 | — | — | $48K |
| 2023 | 291 | $13.8M | $47,584 | — | — | $20K |
| 2022 | 297 | $12.9M | $43,458 | — | — | $0 |
| 2021 | 301 | $12.9M | $42,937 | $2.5M | — | $30K |
| 2020 | 270 | $12.8M | $47,233 | $474K | — | $8,000 |
| 2019 | 280 | $10.4M | $36,989 | $310K | — | $16K |
| 2018 | 289 | $10.3M | $35,491 | $339K | — | $21K |
| 2017 | 301 | $10.1M | $33,568 | $578K | — | $33K |
| 2016 | 291 | $9.2M | $31,577 | $645K | — | $44K |
| 2015 | 282 | $8.0M | $28,443 | $558K | — | $45K |
| 2014 | 275 | $7.8M | $28,262 | $533K | — | $45K |
| 2013 | 280 | $7.6M | $27,064 | $523K | — | $44K |
| 2012 | 275 | $6.6M | $24,116 | $383K | — | $869K |
| 2011 | 281 | $6.1M | $21,541 | $627K | — | $52K |
| 2010 | 261 | $5.6M | $21,402 | $429K | — | $29K |
| 2009 | 251 | $4.4M | $17,657 | $402K | — | $46K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$13,847,385
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$1,674,446
- Benefits paid$715,686
- Administrative expenses$77,246
- Total expenses$792,932
- Net income$881,514
- Net transfers$0
- Net assets, end of year$14,728,899
Participants
- Active participants23
- Retired or separated, receiving benefits68
- Retired or separated, entitled to future benefits183
- Total participants, end of year288
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Comerica Bank | Trustee (bank, trust company, or similar financial institution) | $20,600 | $0 |
| MMQ & Associates P.C. | Accounting (including auditing) | $9,750 | $0 |
| Agincourt Capital Management | Investment management | $9,606 | $0 |
| Concord Advisory Group | Investment advisory (plan) | $7,899 | $0 |
| Pacific Investment Management Compa | Investment management | $0 | $0 |
| Goldman Sachs Financial Square Govn | Investment management | $0 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Trustee and custodial fees$30,206
- Other administrative expenses$29,391
- IQPA audit fees$9,750
- Investment advisory and management fees$7,899
- Total administrative expenses$77,246
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$11.1M · 75.5%
- Corporate debt instruments$1.7M · 11.3%
- U.S. Government securities$1.6M · 10.7%
- Cash (interest and non-interest bearing)$322K · 2.2%
- Receivables$52K · 0.4%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmMMQ & Associates, P.C.
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $500,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related1IFrozen plan3DPre-approved pension plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 813000: Religious, Grantmaking, Civic, Professional, & Similar Organizations (including condominium and homeowners associations).
Similar plans in Pennsylvania
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Pension Plan a of the American College of Physicians, Inc. | American College of Physicians, Inc. | 346 | $71.0M | $205,219 |
| Pension Plan B of the American College of Physicians, Inc. | American College of Physicians, Inc. | 194 | $53.4M | $275,165 |
| Pace International Union Pension Plan | United Steel, Paper and Forestry, Rubber, Manufacturing, Energy, Allie | 461 | $132M | $285,884 |
| Retirement Plan for Employees of Gbu Financial Life | Gbu Financial Life | 145 | $9.3M | $64,131 |
| Pension Plan of American Society for Testing and Materials | American Society for Testing and Materials | 477 | $223M | $468,294 |
| Pennsylvania Horticultural Society Employees' Retirement Plan | Pennsylvania Horticultural Society | 109 | $5.8M | $53,198 |
Defined benefit plans in other services closest in size.
Questions and answers
How big is Defined Benefit Plan for Employees of Catholic Social Services of the Diocese of Scranto?
288 participants at the end of the plan year ending 30 Jun 2025, of whom 23 were active employees, with net assets of $14,728,899. Among defined benefit plans that places it in the 250 to 499 participants band, which held 873 plans in plan year 2024.
What does Catholic Social Services of the Diocese of Scranton, Inc. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $47,855 in compensation to service provider organisations, $166 per participant or 0.33% of net assets. The same-size median among plans reporting any Schedule C compensation was $413 per participant. Administrative expenses on Schedule H were $77,246. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Catholic Social Services of the Diocese of Scranton, Inc.. Investment advisory or management: Agincourt Capital Management, Concord Advisory Group and Pacific Investment Management Compa. Trustee or custodian: Comerica Bank. The financial statements were audited by MMQ & Associates, P.C.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jul 2024 to 30 Jun 2025, received by the Department of Labor on 14 Apr 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 24-0818341, plan 001, received 14 Apr 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.