Other · DOL Form 5500 · 2022

Community Action Partnership of Kern Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
886
Participants Near avg headcount
58th
Percentile by assets National rank
$8,158
Avg per participant Low balance/head
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Official DOL plan name: Community Action Partnership of Kern 403(b) Plan · Sponsored by Community Action Partnership of Kern · California · Healthcare & Social Assistance

$7M in assets, 886 participants

Community Action Partnership of Kern's Community Action Partnership of Kern 403(b) Plan reported $7M in total assets and 886 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,840 in Healthcare & Social Assistance (20,060 peers)

Community Action Partnership of Kern multi-year trail

Community Action Partnership of Kern's plans moved +34.3% in assets from 2022 to 2024; this filing shows Community Action Partnership of Kern 403(b) Plan at $7M / 886 participants.

#12,840
in Healthcare & Social Assistance (20,060 peers)
-9.1%
assets change YoY

The plan reported a net loss of $727K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Action Partnership of Kern 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Action Partnership of Kern 403(b) Plan vs every filed plan by assets

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

$7,227,977 Top 42% higher than 58% 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

Community Action Partnership of Kern 403(b) 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. Community Action Partnership of Kern 403(b) Plan sits mid-pack in the medium band (886 participants).

Published 5500 schedule card

Filing strip 952402760 · Community Action Partnership of Kern PY 2022 · Other

Community Action Partnership of Kern 403(b) Plan · $7M · 886 · 58th

  • EBSA $7M
  • PART 886
  • TYPE 58th
  • NET Other
  • BOOK near Central Jersey Family Health Consortium 403(b) Pension Plan
  • VS-ST ind #12840

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 California →

Community Action Partnership of Kern 403(b) Plan in the asset neighbourhood

Chadron Community Hospital and Health Services Tax Deferred Annuity PlanChadron Community Hospital a…$7MCommunity Action Partnership of Kern 403(b) PlanCommunity Action Partnership…$7MCentral Jersey Family Health Consortium 403(b) Pension PlanCentral Jersey Family Health…$7MFrench American School of Puget Sound 403(b) DC PlanFrench American School of Pu…$7M403(b) Thrift Plan for 1st Choice Healthcare, Inc.403(b) Thrift Plan for 1st C…$7M
End-of-year total assets ($M) among Community Action Partnership of Kern 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Community Action Partnership of Kern multi-year asset trail

Sponsor-wide plan assets over time

All Community Action Partnership of Kern plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.27423483886191% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.2M $40.5M ▲ +34.3%
Year Plans Participants Total Assets
2022 2 1,653 $30M
2023 2 1,653 $35M
2024 2 1,739 $41M

Community Action Partnership of Kern filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$727K
Employer EIN952402760
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Community Action Partnership of Kern 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Community Action Partnership of Kern 403(b) Plan, Total assets ($B): 0.007227977 · Participants: 886Community Action Partnership of Kern 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Community Action Partnership of Kern 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Community Action Partnership of Kern 403(b) Plan side-by-side with 3 peers →

Community Action Partnership of Kern 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Central Jersey Family Health Consortium 403(b) Pension Plan in NJ ($7M); by covered participants it is University of Saint Joseph 403(b) Retirement Plan in CT (886 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (886 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 Community Action Partnership of Kern 403(b) Plan assets move in 2022? ▼
Community Action Partnership of Kern 403(b) Plan pulled back noticeably - down 9.1% during 2022, from $8M to $7M. Reported net income was -$727K.
How have Community Action Partnership of Kern plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action Partnership of Kern's sponsor-wide assets grew 34.3%, from $30M to $41M.
Which Other plans are similar in size to Community Action Partnership of Kern 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Central Jersey Family Health Consortium 403(b) Pension Plan in NJ ($7M, 116 participants).
Which Other plans cover a similar participant headcount to Community Action Partnership of Kern 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Saint Joseph 403(b) Retirement Plan in CT (886 participants, $116M 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 952402760.

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.