Other · DOL Form 5500 · 2022

Community Options, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
5,065
Participants Above avg headcount
76th
Percentile by assets National rank
$3,729
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Options, Inc. 403(b) Custodial Account Plan · Sponsored by Community Options, Inc. · New Jersey · Healthcare & Social Assistance

$19M in assets, 5,065 participants

Community Options, Inc.'s Community Options, Inc. 403(b) Custodial Account Plan reported $19M in total assets and 5,065 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,084 in Healthcare & Social Assistance (20,060 peers)

Coverage in New Jersey

Community Options, Inc. 403(b) Custodial Account Plan covers 5,065 participants in New Jersey, 6.0x the typical New Jersey plan (state average ~844 per filing). Assets: $19M.

#16,084
in Healthcare & Social Assistance (20,060 peers)
-6.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Community Options, Inc. 403(b) Custodial Account Plan's outsized position by total assets

Community Options, Inc. 403(b) Custodial Account Plan vs every filed plan by assets

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

$18,889,447 Top 24% higher than 76% 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 Options, Inc. 403(b) Custodial Account Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Options, Inc. 403(b) Custodial Account Plan lands in the large band (5,065 participants).

Published 5500 schedule card

Filing strip 222964056 · Community Options, Inc. PY 2022 · Other

Community Options, Inc. 403(b) Custodial Account Plan · $19M · 5,065 · 76th

  • PCT $19M
  • PCT 5,065
  • PCT 76th
  • PCT Other
  • PCT near Lifegift Organ Donation Center Tax Sheltered Annuity Plan
  • PCT ind #16084

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 Jersey →

Community Options, Inc. 403(b) Custodial Account Plan in the asset neighbourhood

German School DC Retirement PlanGerman School DC Retirement …$19MCommunity Options, Inc. 403(b) Custodial Account PlanCommunity Options, Inc. 403(…$19MLifegift Organ Donation Center Tax Sheltered Annuity PlanLifegift Organ Donation Cent…$19MThe Independence School, Inc. 403(b) PlanThe Independence School, Inc…$19MWellington School DC Retirement PlanWellington School DC Retirem…$19M
End-of-year total assets ($M) among Community Options, Inc. 403(b) Custodial Account Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$19M
Net Income-$1M
Employer EIN222964056
Plan Effective Date1992-03-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Options, Inc.)

Sponsor-wide plan assets over time

All Community Options, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 64.46799104282937% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.9M $31.1M ▲ +64.5%
Year Plans Participants Total Assets
2022 1 5,065 $19M
2023 1 5,476 $26M
2024 1 6,008 $31M

Nearby Other Plans in New Jersey

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

Community Options, Inc. 403(b) Custodial Account Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -0.500.511.52 Total assets ($B) Participants Community Options, Inc. 403(b) Custodial Account Plan, Total assets ($B): 0.018889447 · Participants: 5065Community Options, Inc. 403(b) Custodial Account PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
Community Options, Inc. 403(b) Custodial Account Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Community Options, Inc. 403(b) Custodial Account Plan side-by-side with 3 peers →

Community Options, Inc. 403(b) Custodial Account Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Lifegift Organ Donation Center Tax Sheltered Annuity Plan in TX ($19M); by covered participants it is Weill Cornell Medical College Tax Deferred Annuity Plan in NY (5,061 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,065 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 Options, Inc. 403(b) Custodial Account Plan assets move in 2022? ▼
Community Options, Inc. 403(b) Custodial Account Plan pulled back noticeably - down 6.2% during 2022, from $20M to $19M. Reported net income was -$1M.
How have Community Options, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Options, Inc.'s sponsor-wide assets grew 64.5%, from $19M to $31M.
Where does Community Options, Inc. 403(b) Custodial Account Plan rank by assets among Form 5500 filers? ▼
Community Options, Inc. 403(b) Custodial Account Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Community Options, Inc. 403(b) Custodial Account Plan? ▼
Among Other plans in other states, the closest by assets is Lifegift Organ Donation Center Tax Sheltered Annuity Plan in TX ($19M, 365 participants).
Which Other plans cover a similar participant headcount to Community Options, Inc. 403(b) Custodial Account Plan? ▼
Among Other plans in other states, the closest by covered participants is Weill Cornell Medical College Tax Deferred Annuity Plan in NY (5,061 participants, $1.1B 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 222964056.

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.