Profit Sharing · DOL Form 5500 · 2022
Accion Opportunity Fund Community Development Profit Sharing Plan
Data updated 2026-08-11
- $12M
- Total assets
- 133
- Participants
- 68th
- Percentile by assets
- $88,087
- Avg per participant
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.
- 68th percentile by assets (of 139,126 plans)
- #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.
- $12M
- total plan assets (2022 EOY)
- 133
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $88,087
- avg assets per participant
Where Accion Opportunity Fund Community Development 403(b) Plan sits 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Accion Opportunity Fund Community Development 403(b) Plan reports 133 participants - about 21% of that state average ($12M EOY assets).
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)
| 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.
Accion Opportunity Fund Community Development 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Accion Opportunity Fund Community Development 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Accion Opportunity Fund Community Development 403(b) Plan assets move in 2022? ▼
How have Accion Opportunity Fund Community Development plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Accion Opportunity Fund Community Development 403(b) Plan? ▼
Next read for Accion Opportunity Fund Community Develo…
Filing takeaways
Ways to act on Accion Opportunity Fund Community Development 403(b) Plan's numbers.
- By total assets, Accion Opportunity Fund Community Development 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Accion Opportunity Fund Community Development's sponsor-wide assets have grown 43.2% since 2022 across 3 plan years on file. More Finance & Insurance plans