Other · DOL Form 5500 · 2022

Kootasca Community Action, Inc Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
96
Participants Small participant base
47th
Percentile by assets National rank
$44,007
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Kootasca Community Action, Inc. · Sponsored by Kootasca Community Action, Inc · Minnesota · Healthcare & Social Assistance

$4M in assets, 96 participants

Kootasca Community Action, Inc's Employee Benefit Plan of Kootasca Community Action, Inc. reported $4M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #10,481 in Healthcare & Social Assistance (20,060 peers)

Kootasca Community Action, Inc multi-year trail

Kootasca Community Action, Inc's plans moved +42.2% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of Kootasca Community Action, Inc. at $4M / 96 participants.

#10,481
in Healthcare & Social Assistance (20,060 peers)
-7.8%
assets change YoY

The plan reported a net loss of $359K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefit Plan of Kootasca Community Action, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of Kootasca Community Action, Inc. vs every filed plan by assets

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

$4,224,706 47th percentile higher than 47% 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

Employee Benefit Plan of Kootasca Community Action, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Kootasca Community Action, Inc. is a small filing (96 participants) on this national headcount ladder.

DOL schedule card

Filing strip 410904805 · Kootasca Community Action, Inc PY 2022 · Other

Employee Benefit Plan of Kootasca Community Action, Inc. · $4M · 96 · 47th

  • SCH $4M
  • EBSA 96
  • PART 47th
  • TYPE Other
  • NET near Accord Corporation Tax Deferred Annuity Plan
  • BOOK ind #10481

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 Minnesota →

Employee Benefit Plan of Kootasca Community Action, Inc. in the asset neighbourhood

Accord Corporation Tax Deferred Annuity PlanAccord Corporation Tax Defer…$4MRide Connection 403(b) Plan$4MTax Deferred Annuity Plan of the Visiting Nurse Association of the Inland CountiesTax Deferred Annuity Plan of…$4M403(b) Thrift Plan for Employees of Coastal Hospice403(b) Thrift Plan for Emplo…$4MEmployee Benefit Plan of Kootasca Community Action, Inc.Employee Benefit Plan of Koo…$4M
End-of-year total assets ($M) among Employee Benefit Plan of Kootasca Community Action, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kootasca Community Action, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Kootasca Community Action, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 42.19055716539802% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.22M $6.01M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 96 $4M
2023 1 110 $5M
2024 1 79 $6M

Kootasca Community Action, Inc filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$359K
Employer EIN410904805
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

Employee Benefit Plan of Kootasca Community Action, Inc. vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Employee Benefit Plan of Kootasca Community Action, Inc., Total assets ($B): 0.004224706 · Participants: 96Employee Benefit Plan of Kootasca Community Action, Inc.Mayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Employee Benefit Plan of Kootasca Community Action, Inc. vs. nearby Other plans in Minnesota, assets vs. participants

Employee Benefit Plan of Kootasca Community Action, Inc.'s out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Accord Corporation Tax Deferred Annuity Plan in NY ($4M); by covered participants it is Solebury School Defined Contribution and Tda Plan in PA (96 participants). Same-state nearby plans are listed separately above.

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 Employee Benefit Plan of Kootasca Community Action, Inc. assets move in 2022?
Employee Benefit Plan of Kootasca Community Action, Inc. pulled back noticeably - down 7.8% during 2022, from $5M to $4M. Reported net income was -$359K.
How have Kootasca Community Action, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Kootasca Community Action, Inc's sponsor-wide assets grew 42.2%, from $4M to $6M.
Which Other plans are similar in size to Employee Benefit Plan of Kootasca Community Action, Inc.?
Among Other plans in other states, the closest by assets is Accord Corporation Tax Deferred Annuity Plan in NY ($4M, 132 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Kootasca Community Action, Inc.?
Among Other plans in other states, the closest by covered participants is Solebury School Defined Contribution and Tda Plan in PA (96 participants, $17M in assets).