Profit Sharing · DOL Form 5500 · 2022

The Caring Coalition of Central New York Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
136
Participants
60th
Percentile by assets
$57,311
Avg per participant
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Official DOL plan name: The Caring Coalition of Central New York Tax Deferred Annuity Plan · Sponsored by The Caring Coalition of Central New York · New York · Healthcare & Social Assistance

$8M in assets, 136 participants

The Caring Coalition of Central New York's The Caring Coalition of Central New York Tax Deferred Annuity Plan reported $8M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • 60th percentile by assets (of 139,126 plans)
  • #13,156 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

The Caring Coalition of Central New York Tax Deferred Annuity Plan covers 136 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $8M.

$8M
total plan assets (2022 EOY)
136
covered participants
60th
percentile by assets (of 139,126 plans)
$57,311
avg assets per participant

The plan reported a net loss of $958K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Caring Coalition of Central New York Tax Deferred Annuity Plan reports 136 participants - about 17% of that state average ($8M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$958K
Employer EIN161047041
Plan Effective Date1987-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Caring Coalition of Central New York)

$7M$8M$9M$10M 202220232024 $7.79M $9.48M ▲ +21.7%
Total plan assets by year, all The Caring Coalition of Central New York plans on file
Year Plans Participants Total Assets
2022 1 136 $8M
2023 1 157 $9M
2024 1 118 $9M

Nearby Profit Sharing Plans in New York

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

The Caring Coalition of Central New York Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

The Caring Coalition of Central New York Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Caring Coalition…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
The Caring Coalition of Central New York Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Caring Coalition of Central New York Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did The Caring Coalition of Central New York Tax Deferred Annuity Plan assets move in 2022?
The Caring Coalition of Central New York Tax Deferred Annuity Plan pulled back noticeably - down 10.9% during 2022, from $9M to $8M. Reported net income was -$958K.
How have The Caring Coalition of Central New York plan assets changed over time?
Across 3 plan years on file (2022-2024), The Caring Coalition of Central New York's sponsor-wide assets grew 21.6%, from $8M to $9M.
Which Profit Sharing plans are similar in size to The Caring Coalition of Central New York Tax Deferred Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Developmental Disabilities Assoc. of Nj Profit Sharing Plan in NJ ($8M, 177 participants).

Next read for The Caring Coalition of Central New York…

Filing takeaways

Ways to act on The Caring Coalition of Central New York Tax Deferred Annuity Plan's numbers.