Other · DOL Form 5500 · 2022
Community Living Alliance, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 414
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $6,321
- Avg per participant Low balance/head
Official DOL plan name: Community Living Alliance 403(b) Plan · Sponsored by Community Living Alliance, Inc. · Wisconsin · Healthcare & Social Assistance
$3M in assets, 414 participants
Community Living Alliance, Inc.'s Community Living Alliance 403(b) Plan reported $3M in total assets and 414 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #8,168 in Healthcare & Social Assistance (20,060 peers)
Community Living Alliance, Inc. multi-year trail
Community Living Alliance, Inc.'s plans moved +20.2% in assets from 2022 to 2023; this filing shows Community Living Alliance 403(b) Plan at $3M / 414 participants.
- #8,168
- in Healthcare & Social Assistance (20,060 peers)
- -22.8%
- assets change YoY
The plan reported a net loss of $774K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Community Living Alliance 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Community Living Alliance 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,616,943 38th percentile higher than 38% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Community Living Alliance 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 Living Alliance 403(b) Plan sits mid-pack in the medium band (414 participants).
EBSA filing schedule strip
Filing strip 391889252 · Community Living Alliance, Inc. PY 2022 · Other
Community Living Alliance 403(b) Plan · $3M · 414 · 38th
- VS-ST $3M
- VS-ST 414
- VS-ST 38th
- VS-ST Other
- VS-ST near Sacred Heart Care Center Retirement Plan
- VS-ST ind #8168
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 Wisconsin →
Community Living Alliance 403(b) Plan in the asset neighbourhood
Community Living Alliance, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Community Living Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 20.208655671904204% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 414 | $3M |
| 2023 | 1 | 337 | $3M |
Community Living Alliance, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$774K |
| Employer EIN | 391889252 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Community Living Alliance 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Sacred Heart Care Center Retirement Plan in MN ($3M); by covered participants it is Nupath, Inc. 403(b) Retirement Plan in MA (414 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Sacred Heart Care Center Retirement Plan (MN) $3M · 160
- York University 403b Retirement Plan (NE) $3M · 103
- Abca Defined Contribution Retirement Plan (NC) $3M · 8
- Uspiritus, Inc. 403(b) Plan (KY) $3M · 255
Similar participant headcount
Nearest other-state filings by covered participants (414 participants); asset peers above are excluded.
- Nupath, Inc. 403(b) Retirement Plan (MA) 414 · 0 off
- Ewtn 403(b) Retirement Savings Plan (AL) 414 · 0 off
- Episcopal Community Services of San Francisco, Inc. Retirement Plan (CA) 414 · 0 off
- The Center Retirement Plan (OH) 414 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.