Other · DOL Form 5500 · 2022

Community Action of Orleans and Genesee, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
136
Participants Small participant base
42nd
Percentile by assets National rank
$23,584
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. · Sponsored by Community Action of Orleans and Genesee, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 136 participants

Community Action of Orleans and Genesee, Inc.'s 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. reported $3M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,170 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. covers 136 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $3M.

#9,170
in Healthcare & Social Assistance (20,060 peers)
-23.0%
assets change YoY

The plan reported a net loss of $961K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. vs every filed plan by assets

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

$3,207,486 42nd percentile higher than 42% 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 of Community Action of Orleans and Genesee, 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 of Community Action of Orleans and Genesee, Inc. sits mid-pack in the medium band (136 participants).

Plan-year Form 5500 strip

Filing strip 166059252 · Community Action of Orleans and Genesee, Inc. PY 2022 · Other

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. · $3M · 136 · 42nd

  • PHOTO $3M
  • IND 136
  • EOY 42nd
  • 5500 Other
  • ASSETS near Employee Benefit Plan of American Health Management, Inc.
  • PCT ind #9170

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 of Community Action of Orleans and Genesee, Inc. in the asset neighbourhood

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.403(b) Thrift Plan of Commun…$3MEmployee Benefit Plan of American Health Management, Inc.Employee Benefit Plan of Ame…$3MColorado Springs Independence Center 403b PlanColorado Springs Independenc…$3M403(b) Thrift Plan of Beyond Housing, Inc.403(b) Thrift Plan of Beyond…$3MCommunity Health Net 403b Retirement PlanCommunity Health Net 403b Re…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$961K
Employer EIN166059252
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action of Orleans and Genesee, Inc.)

Sponsor-wide plan assets over time

All Community Action of Orleans and Genesee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.94504917558487% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.21M $4.46M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 136 $3M
2023 1 113 $4M
2024 1 140 $4M

Nearby Other Plans in New York

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

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc., Total assets ($B): 0.003207486 · Participants: 136403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.Northwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Employee Benefit Plan of American Health Management, Inc. in KY ($3M); by covered participants it is The Field School, Inc. 403(b) DC Plan in DC (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 of Community Action of Orleans and Genesee, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. declined sharply - down 23.0% during 2022, from $4M to $3M. Reported net income was -$961K.
How have Community Action of Orleans and Genesee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action of Orleans and Genesee, Inc.'s sponsor-wide assets grew 38.9%, from $3M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of American Health Management, Inc. in KY ($3M, 502 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.? ▼
Among Other plans in other states, the closest by covered participants is The Field School, Inc. 403(b) DC Plan in DC (136 participants, $16M 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 166059252.

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.