Other · DOL Form 5500 · 2022

Change, Incorporated Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
185
Participants Below avg headcount
50th
Percentile by assets National rank
$26,475
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Employees of Change, Incorporated · Sponsored by Change, Incorporated · West Virginia · Healthcare & Social Assistance

$5M in assets, 185 participants

Change, Incorporated's 403(b) Thrift Plan for Employees of Change, Incorporated reported $5M in total assets and 185 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.

  • #11,171 in Healthcare & Social Assistance (20,060 peers)

Coverage in West Virginia

403(b) Thrift Plan for Employees of Change, Incorporated covers 185 participants in West Virginia, about 40% of the average West Virginia filer (state average ~467 per filing). Assets: $5M.

#11,171
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

The plan reported a net loss of $842K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of Change, Incorporated's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Change, Incorporated vs every filed plan by assets

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

$4,897,960 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

403(b) Thrift Plan for Employees of Change, Incorporated 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. 403(b) Thrift Plan for Employees of Change, Incorporated sits mid-pack in the medium band (185 participants).

EBSA filing schedule strip

Filing strip 550629135 · Change, Incorporated PY 2022 · Other

403(b) Thrift Plan for Employees of Change, Incorporated · $5M · 185 · 50th

  • RANK $5M
  • PHOTO 185
  • IND 50th
  • EOY Other
  • 5500 near Wellesley Community Childrens Center Retirement Plan
  • ASSETS ind #11171

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 West Virginia →

403(b) Thrift Plan for Employees of Change, Incorporated in the asset neighbourhood

403(b) Thrift Plan for Employees of Change, Incorporated403(b) Thrift Plan for Emplo…$5MWellesley Community Childrens Center Retirement PlanWellesley Community Children…$5MPace Organization of Ri 403(b) PlanPace Organization of Ri 403(…$5MDadeks Machine Works Easy Corporate Profit Sharing 150 Raymac St Houston, Tx 77037Dadeks Machine Works Easy Co…$5MProject Open Hand Retirement PlanProject Open Hand Retirement…$5M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Change, Incorporated and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$842K
Employer EIN550629135
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Change, Incorporated)

Sponsor-wide plan assets over time

All Change, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$7M 52.032927994512% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.9M $7.45M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 185 $5M
2023 1 197 $6M
2024 1 204 $7M

Nearby Other Plans in West Virginia

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

403(b) Thrift Plan for Employees of Change, Incorporated vs. nearby Other plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -500050010001500 Total assets ($M) Participants 403(b) Thrift Plan for Employees of Change, Incorporated, Total assets ($M): 4.89796 · Participants: 185403(b) Thrift Plan for Employees of Change, IncorporatedWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($M): 960.157433 · Participants: 18993West Virginia University Health System 403(b) Retirement Savings PlanWest Virginia University Medical Corporation 403(b) Plan, Total assets ($M): 228.999095 · Participants: 1686West Virginia University Medical Corporation 403(b) PlanLocal Union 317 Electrical Pension Plan, Total assets ($M): 140.039226 · Participants: 746Local Union 317 Electrical Pension PlanMonongalia Health System Retirement and Savings Plan, Total assets ($M): 135.249695 · Participants: 2865Monongalia Health System Retirement and Savings PlanUniversity Physicians and Surgeons, Inc. Retirement Plan, Total assets ($M): 127.565556 · Participants: 1498University Physicians and Surgeons, Inc. Retirement Plan
403(b) Thrift Plan for Employees of Change, Incorporated vs. nearby Other plans in West Virginia, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Change, Incorporated side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Change, Incorporated's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is Wellesley Community Childrens Center Retirement Plan in MA ($5M); by covered participants it is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 403(b) Thrift Plan for Employees of Change, Incorporated assets move in 2022? ▼
403(b) Thrift Plan for Employees of Change, Incorporated pulled back noticeably - down 14.7% during 2022, from $6M to $5M. Reported net income was -$842K.
How have Change, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Change, Incorporated's sponsor-wide assets grew 52.0%, from $5M to $7M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Change, Incorporated? ▼
Among Other plans in other states, the closest by assets is Wellesley Community Childrens Center Retirement Plan in MA ($5M, 73 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Change, Incorporated? ▼
Among Other plans in other states, the closest by covered participants is Western Pennsylvania Conservancy Matching Defined Contribution Plan in PA (185 participants, $20M 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 550629135.

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.