Profit Sharing · DOL Form 5500 · 2022

The Caring Coalition of Central New York Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
136
Participants Small participant base
60th
Percentile by assets National rank
$57,311
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#13,156
in Healthcare & Social Assistance (20,060 peers)
-10.9%
assets change YoY

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.

The Caring Coalition of Central New York Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Caring Coalition of Central New York Tax Deferred Annuity Plan vs every filed plan by assets

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

$7,794,273 Top 40% higher than 60% 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

The Caring Coalition of Central New York Tax Deferred Annuity 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. The Caring Coalition of Central New York Tax Deferred Annuity Plan sits mid-pack in the medium band (136 participants).

DOL schedule card

Filing strip 161047041 · The Caring Coalition of Central New York PY 2022 · Profit Sharing

The Caring Coalition of Central New York Tax Deferred Annuity Plan · $8M · 136 · 60th

  • PHOTO $8M
  • PHOTO 136
  • PHOTO 60th
  • PHOTO Profit Sharing
  • PHOTO near Developmental Disabilities Assoc. of Nj Profit Sharing Plan
  • PHOTO ind #13156

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 New York →

The Caring Coalition of Central New York Tax Deferred Annuity Plan in the asset neighbourhood

Easterseals Arc 403(b) Plan$8MH. Schultz & Sons Employees Profit-Sharing PlanH. Schultz & Sons Employees …$8MThe Caring Coalition of Central New York Tax Deferred Annuity PlanThe Caring Coalition of Cent…$8MDevelopmental Disabilities Assoc. of Nj Profit Sharing PlanDevelopmental Disabilities A…$8MFranz Construction, Inc. Retirement PlanFranz Construction, Inc. Ret…$8M
End-of-year total assets ($M) among The Caring Coalition of Central New York Tax Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All The Caring Coalition of Central New York plans reported in each filing year

Latest sponsor-wide plan assets
$9M 21.595625403421202% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.79M $9.48M ▲ +21.7%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Caring Coalition of Central New York Tax Deferred Annuity Plan, Total assets ($B): 0.007794273 · Participants: 136The Caring Coalition of Central New York Tax Deferred Annuity PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
The Caring Coalition of Central New York Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Caring Coalition of Central New York Tax Deferred Annuity Plan side-by-side with 3 peers →

The Caring Coalition of Central New York Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Developmental Disabilities Assoc. of Nj Profit Sharing Plan in NJ ($8M); by covered participants it is David and Lucile Packard Foundation Employer Contribution Retirement Plan in CA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 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).
Which Profit Sharing plans cover a similar participant headcount to The Caring Coalition of Central New York Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is David and Lucile Packard Foundation Employer Contribution Retirement Plan in CA (136 participants, $51M 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 161047041.

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.