Other · DOL Form 5500 · 2022
Community Wellness Partners, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 521
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $17,017
- Avg per participant Low balance/head
Official DOL plan name: Community Wellness Partners, Inc. 403(b) Plan · Sponsored by Community Wellness Partners, Inc. · New York · Healthcare & Social Assistance
$9M in assets, 521 participants
Community Wellness Partners, Inc.'s Community Wellness Partners, Inc. 403(b) Plan reported $9M in total assets and 521 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #13,672 in Healthcare & Social Assistance (20,060 peers)
Community Wellness Partners, Inc. multi-year trail
Community Wellness Partners, Inc.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Community Wellness Partners, Inc. 403(b) Plan at $9M / 521 participants.
- #13,672
- in Healthcare & Social Assistance (20,060 peers)
- -22.9%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Community Wellness Partners, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Community Wellness Partners, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,865,939 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Community Wellness Partners, Inc. 403(b) 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 Wellness Partners, Inc. 403(b) Plan sits mid-pack in the medium band (521 participants).
Published 5500 schedule card
Filing strip 161536239 · Community Wellness Partners, Inc. PY 2022 · Other
Community Wellness Partners, Inc. 403(b) Plan · $9M · 521 · 62nd
- TYPE $9M
- NET 521
- BOOK 62nd
- VS-ST Other
- BOY near Informs Defined Contribution Retirement Plan
- SCH ind #13672
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 →
Community Wellness Partners, Inc. 403(b) Plan in the asset neighbourhood
Community Wellness Partners, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Community Wellness Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 26.49064019050887% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 521 | $9M |
| 2023 | 1 | 718 | $10M |
| 2024 | 1 | 640 | $11M |
Community Wellness Partners, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$3M |
| Employer EIN | 161536239 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Community Wellness Partners, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Informs Defined Contribution Retirement Plan in MD ($9M); by covered participants it is Lutheran Home & Harwood Place 403(b) Plan in WI (521 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (521 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.