Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan of Tri-County Community Action Agency

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Tri-County Community Action Ag · Rhode Island · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan of Tri-County Community Action Agency holds $11M for 224 participants — about $51,028 per participant, down 10.9% over the 2022 plan year.

$11M
total plan assets (2022 EOY)
224
covered participants
$51,028
avg assets per participant
-10.9%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$11M
Participants
224
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan of Tri-County Community Action Agency

403(b) Thrift Plan of Tri-County Community Action Agency is a Profit Sharing retirement plan sponsored by Tri-County Community Action Ag, headquartered in Rhode Island. As of the 2022 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 224 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 050309695, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2022 to $11M at year-end — a decline of 10.9%. Net assets (after liabilities) closed the year at $11M, with reported net income of $-1,396,813 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$-1,396,813
Plan TypeProfit Sharing
Employer EIN050309695
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tri-County Community Action Ag)

Year Plans Participants Total Assets
2022 1 224 $11M
2023 1 336 $14M
2024 1 439 $15M

Nearby Profit Sharing Plans in Rhode Island

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

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of Tri-County Community Action Agency?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan of Tri-County Community Action Agency holds $11M in total assets with 224 participants. It is sponsored by Tri-County Community Action Ag.
What type of plan is 403(b) Thrift Plan of Tri-County Community Action Agency?
403(b) Thrift Plan of Tri-County Community Action Agency is a Profit Sharing plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 050309695.
Who sponsors the 403(b) Thrift Plan of Tri-County Community Action Agency?
403(b) Thrift Plan of Tri-County Community Action Agency is sponsored by Tri-County Community Action Ag, located in Rhode Island. The sponsor's EIN is 050309695 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan of Tri-County Community Action Agency perform in 2022?
403(b) Thrift Plan of Tri-County Community Action Agency declined by 10.9% during 2022, moving from $13M to $11M in total assets. Net income was $-1,396,813.
Where can I find official filings for 403(b) Thrift Plan of Tri-County Community Action Agency?
Official Form 5500 filings for 403(b) Thrift Plan of Tri-County Community Action Agency are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 050309695 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of Tri-County Community Action Agency compare to other plans?
You can compare 403(b) Thrift Plan of Tri-County Community Action Agency against other Profit Sharing plans on the plan type page, or view plans in Rhode Island on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 050309695.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.