Money Purchase · DOL Form 5500 · 2022

Community Action Partnership of Kern Money Purchase Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
767
Participants Near avg headcount
79th
Percentile by assets National rank
$29,919
Avg per participant Low balance/head
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Official DOL plan name: Community Action Partnership of Kern 401(a) Plan · Sponsored by Community Action Partnership of Kern · California · Healthcare & Social Assistance

$23M in assets, 767 participants

Community Action Partnership of Kern's Community Action Partnership of Kern 401(a) Plan reported $23M in total assets and 767 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,520 in Healthcare & Social Assistance (20,060 peers)

Where Community Action Partnership of Kern 401(a) Plan sits by assets

Community Action Partnership of Kern 401(a) Plan sits in the top quartile of all filed plans by assets, $23M for 767 participants (~$29,919/participant), down 6.5% in 2022.

#16,520
in Healthcare & Social Assistance (20,060 peers)
-6.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community Action Partnership of Kern 401(a) Plan's outsized position by total assets

Community Action Partnership of Kern 401(a) Plan vs every filed plan by assets

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

$22,947,693 Top 21% higher than 79% 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 Action Partnership of Kern 401(a) 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 Action Partnership of Kern 401(a) Plan sits mid-pack in the medium band (767 participants).

Plan-year Form 5500 strip

Filing strip 952402760 · Community Action Partnership of Kern PY 2022 · Money Purchase

Community Action Partnership of Kern 401(a) Plan · $23M · 767 · 79th

  • IND $23M
  • EOY 767
  • 5500 79th
  • ASSETS Money Purchase
  • PCT near Money Purchase Plan for the Employees of American Gfm Corporation
  • EIN ind #16520

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 California →

Community Action Partnership of Kern 401(a) Plan in the asset neighbourhood

Au Medical Associates Employees' Money Purchase Pension PlanAu Medical Associates Employ…$23MThe New England Center for Children, Inc. Target Benefit PlanThe New England Center for C…$23MMoney Purchase Plan for the Employees of American Gfm CorporationMoney Purchase Plan for the …$23MCommunity Action Partnership of Kern 401(a) PlanCommunity Action Partnership…$23MInternational Brotherhood of Trade Unions Local 713 Annuity FundInternational Brotherhood of…$23M
End-of-year total assets ($M) among Community Action Partnership of Kern 401(a) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN952402760
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Partnership of Kern)

Sponsor-wide plan assets over time

All Community Action Partnership of Kern plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.27423483886191% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.2M $40.5M ▲ +34.3%
Year Plans Participants Total Assets
2022 2 1,653 $30M
2023 2 1,653 $35M
2024 2 1,739 $41M

Nearby Money Purchase Plans in California

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

Community Action Partnership of Kern 401(a) Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Community Action Partnership of Kern 401(a) Plan, Total assets ($B): 0.022947693 · Participants: 767Community Action Partnership of Kern 401(a) PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Community Action Partnership of Kern 401(a) Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Community Action Partnership of Kern 401(a) Plan side-by-side with 3 peers →

Community Action Partnership of Kern 401(a) Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Money Purchase Plan for the Employees of American Gfm Corporation in VA ($23M); by covered participants it is IBEW Local 508 Pension Fund in GA (768 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (767 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 Action Partnership of Kern 401(a) Plan assets move in 2022? ▼
Community Action Partnership of Kern 401(a) Plan pulled back noticeably - down 6.5% during 2022, from $25M to $23M. Reported net income was -$2M.
How have Community Action Partnership of Kern plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action Partnership of Kern's sponsor-wide assets grew 34.3%, from $30M to $41M.
Where does Community Action Partnership of Kern 401(a) Plan rank by assets among Form 5500 filers? ▼
Community Action Partnership of Kern 401(a) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Community Action Partnership of Kern 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Plan for the Employees of American Gfm Corporation in VA ($23M, 106 participants).
Which Money Purchase plans cover a similar participant headcount to Community Action Partnership of Kern 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local 508 Pension Fund in GA (768 participants, $64M 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 952402760.

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.