Other · DOL Form 5500 · 2022

Active Retirement Community Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
251
Participants Below avg headcount
63rd
Percentile by assets National rank
$35,424
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan · Sponsored by Active Retirement Community Inc. · New York · Healthcare & Social Assistance

$9M in assets, 251 participants

Active Retirement Community Inc.'s Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan reported $9M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,685 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan covers 251 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $9M.

#13,685
in Healthcare & Social Assistance (20,060 peers)
-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.

Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan vs every filed plan by assets

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

$8,891,536 Top 37% higher than 63% 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

Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan sits mid-pack in the medium band (251 participants).

EBSA filing schedule strip

Filing strip 311631439 · Active Retirement Community Inc. PY 2022 · Other

Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan · $9M · 251 · 63rd

  • PART $9M
  • PART 251
  • PART 63rd
  • PART Other
  • PART near Children's Therapy Center 403(b) Plan
  • PART ind #13685

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan in the asset neighbourhood

Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings PlanActive Retirement Community …$9MChildren's Therapy Center 403(b) PlanChildren's Therapy Center 40…$9MCommunity Solutions 403(b) PlanCommunity Solutions 403(b) P…$9MGroden Center, Inc. Tax-Deferred Annuity PlanGroden Center, Inc. Tax-Defe…$9MThe Foundation for Senior Living 403(b) Matching Retirement PlanThe Foundation for Senior Li…$9M
End-of-year total assets ($M) among Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$958K
Employer EIN311631439
Plan Effective Date2001-08-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Active Retirement Community Inc.)

Sponsor-wide plan assets over time

All Active Retirement Community Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 30.174325335914965% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.89M $11.6M ▲ +30.1%
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.

Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan, Total assets ($B): 0.008891536 · Participants: 251Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan vs. nearby Other plans in New York, assets vs. participants

Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Children's Therapy Center 403(b) Plan in WA ($9M); by covered participants it is Asbury University DC Retirment Plan in KY (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan assets move in 2022?
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan pulled back noticeably - down 9.7% during 2022, from $10M to $9M. Reported net income was -$958K.
How have Active Retirement Community Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Active Retirement Community Inc.'s sponsor-wide assets grew 30.2%, from $9M to $12M.
Which Other plans are similar in size to Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan?
Among Other plans in other states, the closest by assets is Children's Therapy Center 403(b) Plan in WA ($9M, 162 participants).
Which Other plans cover a similar participant headcount to Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan?
Among Other plans in other states, the closest by covered participants is Asbury University DC Retirment Plan in KY (251 participants, $52M in assets).