Other · DOL Form 5500 · 2022

Community Providers of Adolescent Services, Inc. D/B/a Compass Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
153
Participants Small participant base
52nd
Percentile by assets National rank
$34,420
Avg per participant Low balance/head
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Official DOL plan name: Compass Tax Deferred Annuity Plan · Sponsored by Community Providers of Adolescent Services, Inc. D/B/a Compass · Massachusetts · Educational Services

$5M in assets, 153 participants

Community Providers of Adolescent Services, Inc. D/B/a Compass's Compass Tax Deferred Annuity Plan reported $5M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,451 in Educational Services (4,024 peers)

Coverage in Massachusetts

Compass Tax Deferred Annuity Plan covers 153 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#1,451
in Educational Services (4,024 peers)
-16.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Compass Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

Compass Tax Deferred Annuity Plan vs every filed plan by assets

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

$5,266,288 Top 48% higher than 52% 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

Compass Tax Deferred Annuity 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. Compass Tax Deferred Annuity Plan sits mid-pack in the medium band (153 participants).

EBSA filing schedule strip

Filing strip 042539383 · Community Providers of Adolescent Services, Inc. D/B/a Compass PY 2022 · Other

Compass Tax Deferred Annuity Plan · $5M · 153 · 52nd

  • VS-ST $5M
  • BOY 153
  • SCH 52nd
  • EBSA Other
  • PART near San Diego Symphony 403(b) Plan
  • TYPE ind #1451

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 Educational Services retirement plans → · Plans in Massachusetts →

Compass Tax Deferred Annuity Plan in the asset neighbourhood

Compass Tax Deferred Annuity PlanCompass Tax Deferred Annuity…$5MSan Diego Symphony 403(b) PlanSan Diego Symphony 403(b) Pl…$5MTbs Retirement Plan$5M403(b) Delaware Guidance Services for Children & Youth, Inc403(b) Delaware Guidance Ser…$5MThe Centers for Habilitation 403(b) PlanThe Centers for Habilitation…$5M
End-of-year total assets ($M) among Compass Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN042539383
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Providers of Adolescent Services, Inc. D/B/a Compass)

Sponsor-wide plan assets over time

All Community Providers of Adolescent Services, Inc. D/B/a Compass plans reported in each filing year

Latest sponsor-wide plan assets
$11M 43.613302823524585% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.51M $10.8M ▲ +43.5%
Year Plans Participants Total Assets
2022 2 256 $8M
2023 2 276 $9M
2024 2 296 $11M

Nearby Other Plans in Massachusetts

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

Compass Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Compass Tax Deferred Annuity Plan, Total assets ($B): 0.005266288 · Participants: 153Compass Tax Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Compass Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Compass Tax Deferred Annuity Plan side-by-side with 3 peers →

Compass Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is San Diego Symphony 403(b) Plan in CA ($5M); by covered participants it is National University of Health Sciences Defined Contribution Retirement Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Compass Tax Deferred Annuity Plan assets move in 2022? ▼
Compass Tax Deferred Annuity Plan declined sharply - down 16.7% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Community Providers of Adolescent Services, Inc. D/B/a Compass plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Providers of Adolescent Services, Inc. D/B/a Compass's sponsor-wide assets grew 43.6%, from $8M to $11M.
Which Other plans are similar in size to Compass Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is San Diego Symphony 403(b) Plan in CA ($5M, 127 participants).
Which Other plans cover a similar participant headcount to Compass Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is National University of Health Sciences Defined Contribution Retirement Plan in IL (153 participants, $20M 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 042539383.

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.