Other · DOL Form 5500 · 2022

Carelink Community Support Services, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
331
Participants Below avg headcount
49th
Percentile by assets National rank
$14,139
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carelink Community Support Services Employer Contribution Tax Sheltered Annuity · Sponsored by Carelink Community Support Services, Inc. · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 331 participants

Carelink Community Support Services, Inc.'s Carelink Community Support Services Employer Contribution Tax Sheltered Annuity reported $5M in total assets and 331 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,967 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Carelink Community Support Services Employer Contribution Tax Sheltered Annuity covers 331 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#10,967
in Healthcare & Social Assistance (20,060 peers)
-14.6%
assets change YoY

The plan reported a net loss of $798K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carelink Community Support Services Employer Contribution Tax Sheltered Annuity's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carelink Community Support Services Employer Contribution Tax Sheltered Annuity vs every filed plan by assets

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

$4,680,168 49th percentile higher than 49% 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

Carelink Community Support Services Employer Contribution Tax Sheltered Annuity 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. Carelink Community Support Services Employer Contribution Tax Sheltered Annuity sits mid-pack in the medium band (331 participants).

DOL schedule card

Filing strip 231573806 · Carelink Community Support Services, Inc. PY 2022 · Other

Carelink Community Support Services Employer Contribution Tax Sheltered Annuity · $5M · 331 · 49th

  • EBSA $5M
  • EBSA 331
  • EBSA 49th
  • EBSA Other
  • EBSA near Integrity House Retirement Plan
  • EBSA ind #10967

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 Pennsylvania →

Carelink Community Support Services Employer Contribution Tax Sheltered Annuity in the asset neighbourhood

403(b) Thrift Plan for Employees of Bi-County Community Action Programs, Inc.403(b) Thrift Plan for Emplo…$5MThe Seed School of Maryland 403(b) PlanThe Seed School of Maryland …$5MCommunity Action Partnership of Mid-Nebraska 403(b) PlanCommunity Action Partnership…$5MCarelink Community Support Services Employer Contribution Tax Sheltered AnnuityCarelink Community Support S…$5MIntegrity House Retirement PlanIntegrity House Retirement P…$5M
End-of-year total assets ($M) among Carelink Community Support Services Employer Contribution Tax Sheltered Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$798K
Employer EIN231573806
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carelink Community Support Services, Inc.)

Sponsor-wide plan assets over time

All Carelink Community Support Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.34827296797893% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.68M $6.71M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 331 $5M
2023 1 320 $6M
2024 1 325 $7M

Nearby Other Plans in Pennsylvania

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

Carelink Community Support Services Employer Contribution Tax Sheltered Annuity vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Carelink Community Support Services Employer Contribution Tax Sheltered Annuity, Total assets ($B): 0.004680168 · Participants: 331Carelink Community Support Services Employer Contribution Tax Sheltered AnnuityThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Carelink Community Support Services Employer Contribution Tax Sheltered Annuity vs. nearby Other plans in Pennsylvania, assets vs. participants

Carelink Community Support Services Employer Contribution Tax Sheltered Annuity's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Integrity House Retirement Plan in NJ ($5M); by covered participants it is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA (331 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 Carelink Community Support Services Employer Contribution Tax Sheltered Annuity assets move in 2022?
Carelink Community Support Services Employer Contribution Tax Sheltered Annuity pulled back noticeably - down 14.6% during 2022, from $5M to $5M. Reported net income was -$798K.
How have Carelink Community Support Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Carelink Community Support Services, Inc.'s sponsor-wide assets grew 43.3%, from $5M to $7M.
Which Other plans are similar in size to Carelink Community Support Services Employer Contribution Tax Sheltered Annuity?
Among Other plans in other states, the closest by assets is Integrity House Retirement Plan in NJ ($5M, 265 participants).
Which Other plans cover a similar participant headcount to Carelink Community Support Services Employer Contribution Tax Sheltered Annuity?
Among Other plans in other states, the closest by covered participants is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA (331 participants, $46M in assets).