Other · DOL Form 5500 · 2022

Community Action Partners of Orange County Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
131
Participants Small participant base
54th
Percentile by assets National rank
$46,193
Avg per participant Low balance/head
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Official DOL plan name: Community Action Partners of Orange County 403(b) · Sponsored by Community Action Partners of Orange County · California · Other Services

$6M in assets, 131 participants

Community Action Partners of Orange County's Community Action Partners of Orange County 403(b) reported $6M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #6,083 in Other Services (8,398 peers)

Coverage in California

Community Action Partners of Orange County 403(b) covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $6M.

#6,083
in Other Services (8,398 peers)
-6.2%
assets change YoY

The plan reported a net loss of $401K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Action Partners of Orange County 403(b)'s mid-pack asset rank among Other Services and all filers

Community Action Partners of Orange County 403(b) vs every filed plan by assets

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

$6,051,319 Top 46% higher than 54% 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 Partners of Orange County 403(b) 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 Partners of Orange County 403(b) sits mid-pack in the medium band (131 participants).

Plan-year Form 5500 strip

Filing strip 952452787 · Community Action Partners of Orange County PY 2022 · Other

Community Action Partners of Orange County 403(b) · $6M · 131 · 54th

  • 5500 $6M
  • 5500 131
  • 5500 54th
  • 5500 Other
  • 5500 near 403(b) Thrift Plan of Senior Resources of West Michigan
  • 5500 ind #6083

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 Other Services retirement plans → · Plans in California →

Community Action Partners of Orange County 403(b) in the asset neighbourhood

The John F Murphy Homes, Inc. Tax Sheltered Annuity PlanThe John F Murphy Homes, Inc…$6MCommunity Health Care Systems Retirement PlanCommunity Health Care System…$6MCommunity Action Partners of Orange County 403(b)Community Action Partners of…$6M403(b) Thrift Plan of Senior Resources of West Michigan403(b) Thrift Plan of Senior…$6MAmmonoosuc Community Health Services 403(b) PlanAmmonoosuc Community Health …$6M
End-of-year total assets ($M) among Community Action Partners of Orange County 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$401K
Employer EIN952452787
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Partners of Orange County)

Sponsor-wide plan assets over time

All Community Action Partners of Orange County plans reported in each filing year

Latest sponsor-wide plan assets
$8M 31.047313817037242% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.05M $7.93M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 131 $6M
2023 1 139 $7M
2024 1 137 $8M

Nearby Other Plans in California

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

Community Action Partners of Orange County 403(b) vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Community Action Partners of Orange County 403(b), Total assets ($B): 0.006051319 · Participants: 131Community Action Partners of Orange County 403(b)Stanford 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 Partners of Orange County 403(b) vs. nearby Other plans in California, assets vs. participants

Community Action Partners of Orange County 403(b)'s out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan of Senior Resources of West Michigan in MI ($6M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants). Same-state nearby plans are listed separately above.

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 Partners of Orange County 403(b) assets move in 2022?
Community Action Partners of Orange County 403(b) pulled back noticeably - down 6.2% during 2022, from $6M to $6M. Reported net income was -$401K.
How have Community Action Partners of Orange County plan assets changed over time?
Across 3 plan years on file (2022-2024), Community Action Partners of Orange County's sponsor-wide assets grew 31.0%, from $6M to $8M.
Which Other plans are similar in size to Community Action Partners of Orange County 403(b)?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Senior Resources of West Michigan in MI ($6M, 96 participants).
Which Other plans cover a similar participant headcount to Community Action Partners of Orange County 403(b)?
Among Other plans in other states, the closest by covered participants is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (131 participants, $27M in assets).