Other · DOL Form 5500 · 2022

Community Action Agency of Delaware County, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
137
Participants Small participant base
50th
Percentile by assets National rank
$34,867
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Caadc Tax Sheltered Retirement Investment Plan · Sponsored by Community Action Agency of Delaware County, Inc. · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 137 participants

Community Action Agency of Delaware County, Inc.'s Caadc Tax Sheltered Retirement Investment Plan reported $5M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,062 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Caadc Tax Sheltered Retirement Investment Plan covers 137 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#11,062
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY

The plan reported a net loss of $751K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caadc Tax Sheltered Retirement Investment Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Caadc Tax Sheltered Retirement Investment Plan vs every filed plan by assets

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

$4,776,773 Top 50% higher than 50% 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

Caadc Tax Sheltered Retirement Investment 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. Caadc Tax Sheltered Retirement Investment Plan sits mid-pack in the medium band (137 participants).

DOL schedule card

Filing strip 232142644 · Community Action Agency of Delaware County, Inc. PY 2022 · Other

Caadc Tax Sheltered Retirement Investment Plan · $5M · 137 · 50th

  • EBSA $5M
  • PART 137
  • TYPE 50th
  • NET Other
  • BOOK near 403(b) Thrift Plan for Hospice of Washington County, Inc.
  • VS-ST ind #11062

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 Pennsylvania →

Caadc Tax Sheltered Retirement Investment Plan in the asset neighbourhood

Employee Benefit Plan of Circle of Care for Families and Children of Passaic County, Inc.Employee Benefit Plan of Cir…$5MCaadc Tax Sheltered Retirement Investment PlanCaadc Tax Sheltered Retireme…$5M403(b) Thrift Plan for Hospice of Washington County, Inc.403(b) Thrift Plan for Hospi…$5MHamlin Robinson School Defined Contribution Retirement PlanHamlin Robinson School Defin…$5MSouth Peninsula Hospital 403(b) Plan for Union EmployeesSouth Peninsula Hospital 403…$5M
End-of-year total assets ($M) among Caadc Tax Sheltered Retirement Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$751K
Employer EIN232142644
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Caadc Tax Sheltered Retirement Investment Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Caadc Tax Sheltered Retirement Investment Plan, Total assets ($B): 0.004776773 · Participants: 137Caadc Tax Sheltered Retirement Investment PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Caadc Tax Sheltered Retirement Investment Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Caadc Tax Sheltered Retirement Investment Plan side-by-side with 3 peers →

Caadc Tax Sheltered Retirement Investment Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan for Hospice of Washington County, Inc. in MD ($5M); by covered participants it is Dakota Wesleyan University Defined Contribution Plan in SD (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Caadc Tax Sheltered Retirement Investment Plan assets move in 2022? ▼
Caadc Tax Sheltered Retirement Investment Plan pulled back noticeably - down 13.4% during 2022, from $6M to $5M. Reported net income was -$751K.
Which Other plans are similar in size to Caadc Tax Sheltered Retirement Investment Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Hospice of Washington County, Inc. in MD ($5M, 128 participants).
Which Other plans cover a similar participant headcount to Caadc Tax Sheltered Retirement Investment Plan? ▼
Among Other plans in other states, the closest by covered participants is Dakota Wesleyan University Defined Contribution Plan in SD (137 participants, $17M 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 232142644.

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.