Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

The Pension Plan of Community Action Organization of Erie County, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Community Action Organization of Western New York, Inc. · New York · Other Services

What the 2023 filing shows

The Pension Plan of Community Action Organization of Erie County, Inc. holds $6M for 40 participants — about $139,117 per participant, down 26.8% over the 2022 plan year.

$6M
total plan assets (2022 EOY)
40
covered participants
$139,117
avg assets per participant
-26.8%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$6M
Participants
40
State
Industry
Other Services

What the Filing Says About The Pension Plan of Community Action Organization of Erie County, Inc.

The Pension Plan of Community Action Organization of Erie County, Inc. is a Defined Benefit (Pension) retirement plan sponsored by Community Action Organization of Western New York, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 40 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 160911473, and the plan has been effective since 1979-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2022 to $6M at year-end — a decline of 26.8%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-2,052,963 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$6M
Net Assets (End of Year)$5M
Net Income$-2,052,963
Plan TypeDefined Benefit (Pension)
Employer EIN160911473
Plan Effective Date1979-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Organization of Western New York, Inc.)

Year Plans Participants Total Assets
2022 2 825 $12M
2023 2 454 $13M
2024 2 437 $12M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the The Pension Plan of Community Action Organization of Erie County, Inc.?
As of the 2022 Form 5500 filing, The Pension Plan of Community Action Organization of Erie County, Inc. holds $6M in total assets with 40 participants. It is sponsored by Community Action Organization of Western New York, Inc..
What type of plan is The Pension Plan of Community Action Organization of Erie County, Inc.?
The Pension Plan of Community Action Organization of Erie County, Inc. is a Defined Benefit (Pension) plan. It has been effective since 1979-12-01. The plan is filed with the U.S. Department of Labor under EIN 160911473.
Who sponsors the The Pension Plan of Community Action Organization of Erie County, Inc.?
The Pension Plan of Community Action Organization of Erie County, Inc. is sponsored by Community Action Organization of Western New York, Inc., located in New York. The sponsor's EIN is 160911473 and the plan operates in the Other Services industry.
How did The Pension Plan of Community Action Organization of Erie County, Inc. perform in 2022?
The Pension Plan of Community Action Organization of Erie County, Inc. declined by 26.8% during 2022, moving from $8M to $6M in total assets. Net income was $-2,052,963.
Where can I find official filings for The Pension Plan of Community Action Organization of Erie County, Inc.?
Official Form 5500 filings for The Pension Plan of Community Action Organization of Erie County, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 160911473 or plan name at efast.dol.gov.
How does The Pension Plan of Community Action Organization of Erie County, Inc. compare to other plans?
You can compare The Pension Plan of Community Action Organization of Erie County, Inc. against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 160911473.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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