RETA TRUST, of ALAMEDA, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $416.6M in revenue, $414.5M in expenses, $101.4M in total assets.
THE RETA TRUST WAS FORMED UNDER A RELIGIOUS TRUST AGREEMENT ENTERED INTO BY TWO ROMAN CATHOLIC ARCHDIOCESES, SEVERAL DIOCESES AND SEVERAL RELIGIOUS ORDERS OF THE ROMAN CATHOLIC CHURCH AS A MEANS WHEREIN TO PROVIDE COST EFFECTIVE MEDICAL BENEFITS TO CLERGY, MEN & WOMEN RELIGIOUS, AND THEIR LAY EMPLOYEES AND THEIR DEPENDENTS.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $416.6M | $414.5M | $101.4M |
| 2024 | $363.4M | $368.6M | $95.0M |
| 2023 | $318.7M | $315.1M | $90.5M |
| 2022 | $276.6M | $288.9M | $85.5M |
| 2021 | $265.9M | $274.1M | $111.7M |
Between 2021 and 2025, reported annual revenue grew from $265.9M to $416.6M (+57%), with total assets most recently reported at $101.4M.
Interactive year-over-year charts and full filing details available with membership.
