Profit Sharing · DOL Form 5500 · 2022
Accion Opportunity Fund Community Development Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $88,087
- Avg per participant Below avg balance/head
Official DOL plan name: Accion Opportunity Fund Community Development 403(b) Plan · Sponsored by Accion Opportunity Fund Community Development · California · Finance & Insurance
$12M in assets, 133 participants
Accion Opportunity Fund Community Development's Accion Opportunity Fund Community Development 403(b) Plan reported $12M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #4,781 in Finance & Insurance (9,261 peers)
Coverage in California
Accion Opportunity Fund Community Development 403(b) Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $12M.
- #4,781
- in Finance & Insurance (9,261 peers)
- +25.9%
- assets growth YoY
Accion Opportunity Fund Community Development 403(b) Plan's outsized position by total assets
Accion Opportunity Fund Community Development 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,715,631 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Accion Opportunity Fund Community Development 403(b) 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. Accion Opportunity Fund Community Development 403(b) Plan sits mid-pack in the medium band (133 participants).
Plan-year Form 5500 strip
Filing strip 311719434 · Accion Opportunity Fund Community Development PY 2022 · Profit Sharing
Accion Opportunity Fund Community Development 403(b) Plan · $12M · 133 · 68th
- ASSETS $12M
- PCT 133
- EIN 68th
- RANK Profit Sharing
- PHOTO near CVS Health Puerto Rico Savings Plan
- IND ind #4781
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 Finance & Insurance retirement plans → · Plans in California →
Accion Opportunity Fund Community Development 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 311719434 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Accion Opportunity Fund Community Development)
Sponsor-wide plan assets over time
All Accion Opportunity Fund Community Development plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 43.15825583786311% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $12M |
| 2023 | 1 | 147 | $14M |
| 2024 | 1 | 126 | $17M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Accion Opportunity Fund Community Development 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is CVS Health Puerto Rico Savings Plan in RI ($12M); by covered participants it is Cocoa Beach Motel, Inc. Employee Savings Plan in FL (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Cocoa Beach Motel, Inc. Employee Savings Plan (FL) 133 · 0 off
- Oregon Catholic Press 403(b) Plan (OR) 133 · 0 off
- Arena Stage Retirement and Savings Plan (DC) 133 · 0 off
- Hollow Metal Pension Fund Separate Benefit Account (NY) 133 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.