Other · DOL Form 5500 · 2022

The Community Action Organization of Western New York, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
785
Participants Near avg headcount
56th
Percentile by assets National rank
$8,377
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. · Sponsored by The Community Action Organization of Western New York, Inc. · New York · Healthcare & Social Assistance

$7M in assets, 785 participants

The Community Action Organization of Western New York, Inc.'s 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. reported $7M in total assets and 785 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,473 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. holds $7M for 785 participants - about $8,377 per participant, above the median plan by assets.

#12,473
in Healthcare & Social Assistance (20,060 peers)
-7.4%
assets change YoY

The plan reported a net loss of $526K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of the Community Action Organization of Western New York, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. vs every filed plan by assets

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

$6,575,809 Top 44% higher than 56% 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

403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. 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. 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. sits mid-pack in the medium band (785 participants).

DOL schedule card

Filing strip 160911473 · The Community Action Organization of Western New York, Inc. PY 2022 · Other

403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. · $7M · 785 · 56th

  • NET $7M
  • BOOK 785
  • VS-ST 56th
  • BOY Other
  • SCH near Aldea Inc. 403b Plan
  • EBSA ind #12473

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 →

403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. in the asset neighbourhood

Boone Memorial Hospital 403(b) PlanBoone Memorial Hospital 403(…$7M403(b) Thrift Plan of the Community Action Organization of Western New York, Inc.403(b) Thrift Plan of the Co…$7MAldea Inc. 403b Plan$7MMasonic Home of Virginia Employee Benefits PlanMasonic Home of Virginia Emp…$7MCovenant Woods 403b Retirement Savings PlanCovenant Woods 403b Retireme…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$526K
Employer EIN160911473
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Community Action Organization of Western New York, Inc.)

Sponsor-wide plan assets over time

All The Community Action Organization of Western New York, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 2.038888387353128% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M 202220232024 $12.1M $12.4M ▲ +2.1%
Year Plans Participants Total Assets
2022 2 825 $12M
2023 2 454 $13M
2024 2 437 $12M

Nearby Other Plans in New York

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

403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc., Total assets ($B): 0.006575809 · Participants: 785403(b) Thrift Plan of the Community Action Organization of Western New York, Inc.Northwell 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
403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of the Community Action Organization of Western New York, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Aldea Inc. 403b Plan in CA ($7M); by covered participants it is Colorado College Retirement Benefit Plan in CO (785 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (785 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 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. assets move in 2022? ▼
403(b) Thrift Plan of the Community Action Organization of Western New York, Inc. pulled back noticeably - down 7.4% during 2022, from $7M to $7M. Reported net income was -$526K.
How have The Community Action Organization of Western New York, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Community Action Organization of Western New York, Inc.'s sponsor-wide assets grew 2.0%, from $12M to $12M.
Which Other plans are similar in size to 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc.? ▼
Among Other plans in other states, the closest by assets is Aldea Inc. 403b Plan in CA ($7M, 96 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of the Community Action Organization of Western New York, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Colorado College Retirement Benefit Plan in CO (785 participants, $319M 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 160911473.

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.