401(k) · DOL Form 5500 · 2022

The Community Development Trust, LP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
22
Participants Small participant base
73rd
Percentile by assets National rank
$706,042
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Community Development Trust 401(k) Plan · Sponsored by The Community Development Trust, LP · New York · Real Estate

$16M in assets, 22 participants

The Community Development Trust, LP's The Community Development Trust 401(k) Plan reported $16M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,376 in Real Estate (5,057 peers)

2022 asset change

The Community Development Trust 401(k) Plan declined sharply 26.2% in 2022 ($21M → $16M) for 22 participants.

#4,376
in Real Estate (5,057 peers)
-26.2%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Community Development Trust 401(k) Plan's outsized position by total assets

The Community Development Trust 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,532,934 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Community Development Trust 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Community Development Trust 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 134033360 · The Community Development Trust, LP PY 2022 · 401(k)

The Community Development Trust 401(k) Plan · $16M · 22 · 73rd

  • PART $16M
  • PART 22
  • PART 73rd
  • PART 401(k)
  • PART near Hrm Enterprises, Inc. 401(k) Plan
  • PART ind #4376

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in New York →

The Community Development Trust 401(k) Plan in the asset neighbourhood

Cokeva, Inc. 401(k) Retirement PlanCokeva, Inc. 401(k) Retireme…$16MThe Community Development Trust 401(k) PlanThe Community Development Tr…$16MHrm Enterprises, Inc. 401(k) PlanHrm Enterprises, Inc. 401(k)…$16MTri-Century Eye Care, P.C. 401(k) Profit Sharing PlanTri-Century Eye Care, P.C. 4…$16MPcap Company, LLC 401(k) Plan$16M
End-of-year total assets ($M) among The Community Development Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Community Development Trust, LP years around the 2022 move

Sponsor-wide plan assets over time

All The Community Development Trust, LP plans reported in each filing year

Latest sponsor-wide plan assets
$15M 5.90840725905357% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.5M $14.6M ▼ -5.9%
Year Plans Participants Total Assets
2022 1 22 $16M
2023 1 25 $19M
2024 1 22 $15M

2022 asset-move particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$16M
Net Income-$6M
Employer EIN134033360
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Community Development Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Community Development Trust 401(k) Plan, Total assets ($B): 0.015532934 · Participants: 22The Community Development Trust 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Community Development Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Community Development Trust 401(k) Plan side-by-side with 3 peers →

The Community Development Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hrm Enterprises, Inc. 401(k) Plan in OH ($16M); by covered participants it is Bei 401(k) Plan in ID (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Community Development Trust 401(k) Plan assets move in 2022? ▼
The Community Development Trust 401(k) Plan declined sharply - down 26.2% during 2022, from $21M to $16M. Reported net income was -$6M.
How have The Community Development Trust, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Community Development Trust, LP's sponsor-wide assets declined 5.9%, from $16M to $15M.
Which 401(k) plans are similar in size to The Community Development Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hrm Enterprises, Inc. 401(k) Plan in OH ($16M, 579 participants).
Which 401(k) plans cover a similar participant headcount to The Community Development Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bei 401(k) Plan in ID (22 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134033360.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.