401(k) · DOL Form 5500 · 2022

Community Action Opportunities 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
107
Participants Small participant base
54th
Percentile by assets National rank
$54,878
Avg per participant Low balance/head
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Official DOL plan name: Community Action Opportunities 401(k) Plan · Sponsored by Community Action Opportunities · North Carolina · Educational Services

$6M in assets, 107 participants

Community Action Opportunities's Community Action Opportunities 401(k) Plan reported $6M in total assets and 107 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.

  • #1,531 in Educational Services (4,024 peers)

Coverage in North Carolina

Community Action Opportunities 401(k) Plan covers 107 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#1,531
in Educational Services (4,024 peers)
-14.4%
assets change YoY

The plan reported a net loss of $990K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Action Opportunities 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Community Action Opportunities 401(k) Plan vs every filed plan by assets

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

$5,871,957 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 Opportunities 401(k) 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 Opportunities 401(k) Plan sits mid-pack in the medium band (107 participants).

Published 5500 schedule card

Filing strip 560817672 · Community Action Opportunities PY 2022 · 401(k)

Community Action Opportunities 401(k) Plan · $6M · 107 · 54th

  • RANK $6M
  • RANK 107
  • RANK 54th
  • RANK 401(k)
  • RANK near Pd Rx Pharmaceuticals, Inc. 401(k) Plan
  • RANK ind #1531

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 North Carolina →

Community Action Opportunities 401(k) Plan in the asset neighbourhood

Community Action Opportunities 401(k) PlanCommunity Action Opportuniti…$6MPd Rx Pharmaceuticals, Inc. 401(k) PlanPd Rx Pharmaceuticals, Inc. …$6MCentury Arms, Inc 401(k) Savings PlanCentury Arms, Inc 401(k) Sav…$6MCarnevale & Lohr, Inc.-Plan B 401(k) Profit Sharing PlanCarnevale & Lohr, Inc.-Plan …$6MKiritkumar B. Patel, M.D. Inc. 401(k) Profit Sharing PlanKiritkumar B. Patel, M.D. In…$6M
End-of-year total assets ($M) among Community Action Opportunities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$990K
Employer EIN560817672
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Opportunities)

Sponsor-wide plan assets over time

All Community Action Opportunities plans reported in each filing year

Latest sponsor-wide plan assets
$8M 28.657345413122066% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.87M $7.55M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 107 $6M
2023 1 89 $7M
2024 1 87 $8M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Community Action Opportunities 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Community Action Opportunities 401(k) Plan, Total assets ($B): 0.005871957 · Participants: 107Community Action Opportunities 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Community Action Opportunities 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Community Action Opportunities 401(k) Plan side-by-side with 3 peers →

Community Action Opportunities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Pd Rx Pharmaceuticals, Inc. 401(k) Plan in OK ($6M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Opportunities 401(k) Plan assets move in 2022? ▼
Community Action Opportunities 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $7M to $6M. Reported net income was -$990K.
How have Community Action Opportunities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action Opportunities's sponsor-wide assets grew 28.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Community Action Opportunities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pd Rx Pharmaceuticals, Inc. 401(k) Plan in OK ($6M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Community Action Opportunities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A 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 560817672.

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.