Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Active Retirement Community Inc. · New York · Healthcare & Social Assistance
What the 2023 filing shows
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan holds $9M for 251 participants — about $35,424 per participant, down 9.7% over the 2022 plan year.
- $9M
- total plan assets (2022 EOY)
- 251
- covered participants
- $35,424
- avg assets per participant
- -9.7%
- assets change YoY
The plan reported a net loss of $958K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan is a Other retirement plan sponsored by Active Retirement Community Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 251 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 311631439, and the plan has been effective since 2001-08-13. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $10M at the beginning of 2022 to $9M at year-end — a decline of 9.7%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-957,542 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) | $10M |
| Total Assets (End of Year) | $9M |
| Net Assets (End of Year) | $9M |
| Net Income | $-957,542 |
| Plan Type | Other |
| Employer EIN | 311631439 |
| Plan Effective Date | 2001-08-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Active Retirement Community Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $9M |
| 2023 | 1 | 299 | $11M |
| 2024 | 1 | 330 | $12M |
Nearby Other Plans in New York
Peer Other plans — same state, same plan type — ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- New York District Council of Carpenters Pension Pl $5.1B · 11,091
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
- Columbia University Voluntary Retirement Savings Plan $4.1B · 23,835
- Columbia University Voluntary Retirement Savings Plan $3.0B · 15,290
Related Data
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Frequently Asked Questions
How much money is in the Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan? ▼
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How did Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan perform in 2022? ▼
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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 311631439.
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.
Read our methodology — how this data is sourced, computed, and verified.