Profit Sharing · DOL Form 5500 · 2022

Chautauqua Opportunities, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
187
Participants Below avg headcount
47th
Percentile by assets National rank
$23,023
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. · Sponsored by Chautauqua Opportunities, Inc. · New York · Healthcare & Social Assistance

$4M in assets, 187 participants

Chautauqua Opportunities, Inc.'s 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. reported $4M in total assets and 187 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.

  • #10,567 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. covers 187 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $4M.

#10,567
in Healthcare & Social Assistance (20,060 peers)
-18.2%
assets change YoY

The plan reported a net loss of $957K 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 Chautauqua Opportunities, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. vs every filed plan by assets

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

$4,305,240 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

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. 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 Chautauqua Opportunities, Inc. sits mid-pack in the medium band (187 participants).

Published 5500 schedule card

Filing strip 160905222 · Chautauqua Opportunities, Inc. PY 2022 · Profit Sharing

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. · $4M · 187 · 47th

  • VS-ST $4M
  • BOY 187
  • SCH 47th
  • EBSA Profit Sharing
  • PART near Michal L. Putman, M.D. P.a. Profit Sharing Plan
  • TYPE ind #10567

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 →

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.403(b) Thrift Plan for Emplo…$4MMichal L. Putman, M.D. P.a. Profit Sharing PlanMichal L. Putman, M.D. P.a. …$4MJonas Builders, Inc. Profit Sharing PlanJonas Builders, Inc. Profit …$4MFabrizi Trucking& Paving Co., Inc. Profit Sharing & Retirement PlanFabrizi Trucking& Paving Co.…$4MChiman Lad, D.D.S., a Dental Corp Retirement Plan OneChiman Lad, D.D.S., a Dental…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$957K
Employer EIN160905222
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chautauqua Opportunities, Inc.)

Sponsor-wide plan assets over time

All Chautauqua Opportunities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.37426484934638% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.31M $5.61M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 187 $4M
2023 1 182 $5M
2024 1 238 $6M

Nearby Profit Sharing Plans in New York

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

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc., Total assets ($B): 0.00430524 · Participants: 187403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.Annuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Michal L. Putman, M.D. P.a. Profit Sharing Plan in AL ($4M); by covered participants it is Ohio Valley Residential Services 403b Plan in OH (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Chautauqua Opportunities, Inc. assets move in 2022? ▼
403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. declined sharply - down 18.2% during 2022, from $5M to $4M. Reported net income was -$957K.
How have Chautauqua Opportunities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chautauqua Opportunities, Inc.'s sponsor-wide assets grew 30.4%, from $4M to $6M.
Which Profit Sharing plans are similar in size to 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Michal L. Putman, M.D. P.a. Profit Sharing Plan in AL ($4M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ohio Valley Residential Services 403b Plan in OH (187 participants, $4M 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 160905222.

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.