Other · DOL Form 5500 · 2022

Community Living & Learning Inc Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
109
Participants Small participant base
33rd
Percentile by assets National rank
$17,146
Avg per participant Low balance/head
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Official DOL plan name: Community Living and Learning, Inc. Tax Sheltered Annuity Plan · Sponsored by Community Living & Learning Inc · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 109 participants

Community Living & Learning Inc's Community Living and Learning, Inc. Tax Sheltered Annuity Plan reported $2M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,669 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Community Living and Learning, Inc. Tax Sheltered Annuity Plan covers 109 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#6,669
in Healthcare & Social Assistance (20,060 peers)
-10.3%
assets change YoY

The plan reported a net loss of $215K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Living and Learning, Inc. Tax Sheltered Annuity Plan among the smaller filed plans by assets

Community Living and Learning, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$1,868,925 33rd percentile higher than 33% 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

Community Living and Learning, Inc. Tax Sheltered Annuity Plan 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. Community Living and Learning, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (109 participants).

Plan-year Form 5500 strip

Filing strip 251269389 · Community Living & Learning Inc PY 2022 · Other

Community Living and Learning, Inc. Tax Sheltered Annuity Plan · $2M · 109 · 33rd

  • BOY $2M
  • SCH 109
  • EBSA 33rd
  • PART Other
  • TYPE near Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan
  • NET ind #6669

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 →

Community Living and Learning, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Community Living and Learning, Inc. Tax Sheltered Annuity PlanCommunity Living and Learnin…$2MCommunities in Schools of Jacksonville, Inc. Tax Deferred Annuity PlanCommunities in Schools of Ja…$2MYedei Chesed Tax Deferred Annuity Retirement PlanYedei Chesed Tax Deferred An…$2MChicago Futabakai Japanese School Employee Pension PlanChicago Futabakai Japanese S…$2MEvangelical Christian School 403(b) PlanEvangelical Christian School…$2M
End-of-year total assets ($M) among Community Living and Learning, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$215K
Employer EIN251269389
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Living & Learning Inc)

Sponsor-wide plan assets over time

All Community Living & Learning Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.35050898243643% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.87M $2.64M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 109 $2M
2023 1 112 $2M
2024 1 122 $3M

Nearby Other Plans in Pennsylvania

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

Community Living and Learning, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Community Living and Learning, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.001868925 · Participants: 109Community Living and Learning, Inc. Tax Sheltered Annuity PlanThe 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
Community Living and Learning, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Community Living and Learning, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Community Living and Learning, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan in FL ($2M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Community Living and Learning, Inc. Tax Sheltered Annuity Plan assets move in 2022? ▼
Community Living and Learning, Inc. Tax Sheltered Annuity Plan pulled back noticeably - down 10.3% during 2022, from $2M to $2M. Reported net income was -$215K.
How have Community Living & Learning Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Living & Learning Inc's sponsor-wide assets grew 41.4%, from $2M to $3M.
Which Other plans are similar in size to Community Living and Learning, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan in FL ($2M, 189 participants).
Which Other plans cover a similar participant headcount to Community Living and Learning, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (109 participants, $24M 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 251269389.

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.