Other · DOL Form 5500 · 2022

Community Action Organization Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
284
Participants Below avg headcount
65th
Percentile by assets National rank
$34,836
Avg per participant Low balance/head
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Official DOL plan name: Community Action Organization 403(b) Retirement Plan · Sponsored by Community Action Organization · Oregon · Healthcare & Social Assistance

$10M in assets, 284 participants

Community Action Organization's Community Action Organization 403(b) Retirement Plan reported $10M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,053 in Healthcare & Social Assistance (20,060 peers)

Community Action Organization multi-year trail

Community Action Organization's plans moved +16.7% in assets from 2022 to 2023; this filing shows Community Action Organization 403(b) Retirement Plan at $10M / 284 participants.

#14,053
in Healthcare & Social Assistance (20,060 peers)
+18.6%
assets growth YoY

Community Action Organization 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Action Organization 403(b) Retirement Plan vs every filed plan by assets

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

$9,893,523 Top 35% higher than 65% 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 Organization 403(b) Retirement 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 Organization 403(b) Retirement Plan sits mid-pack in the medium band (284 participants).

EBSA filing schedule strip

Filing strip 930554941 · Community Action Organization PY 2022 · Other

Community Action Organization 403(b) Retirement Plan · $10M · 284 · 65th

  • EIN $10M
  • EIN 284
  • EIN 65th
  • EIN Other
  • EIN near Charles Henderson Child Health Center Defined Contribution Retirement Plan
  • EIN ind #14053

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 Oregon →

Community Action Organization 403(b) Retirement Plan in the asset neighbourhood

The Community Nursing Services 403(b) PlanThe Community Nursing Servic…$10M403(b) Thrift Plan of L. I. Child and Family Development Services, Inc.403(b) Thrift Plan of L. I. …$10MCommunity Action Organization 403(b) Retirement PlanCommunity Action Organizatio…$10MCharles Henderson Child Health Center Defined Contribution Retirement PlanCharles Henderson Child Heal…$10M403(b) Thrift Plan of Cathedral Square Corporation403(b) Thrift Plan of Cathed…$10M
End-of-year total assets ($M) among Community Action Organization 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Community Action Organization multi-year asset trail

Sponsor-wide plan assets over time

All Community Action Organization plans reported in each filing year

Latest sponsor-wide plan assets
$12M 16.722940857366986% vs 2022
2023 filing year
$9.5M$10M$10.5M$11M$11.5M$12M 20222023 $9.89M $11.6M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 284 $10M
2023 1 358 $12M

Community Action Organization filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN930554941
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

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

Community Action Organization 403(b) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Community Action Organization 403(b) Retirement Plan, Total assets ($B): 0.009893523 · Participants: 284Community Action Organization 403(b) Retirement PlanLegacy Health 403(b) Plan, Total assets ($B): 1.423656998 · Participants: 13568Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.562756788 · Participants: 5704Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.518895741 · Participants: 4485St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.51018806 · Participants: 6068Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.279686671 · Participants: 774Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Community Action Organization 403(b) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants

Community Action Organization 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Charles Henderson Child Health Center Defined Contribution Retirement Plan in AL ($10M); by covered participants it is St. James Place of Baton Rouge 403(b) Plan in LA (284 participants). Same-state nearby plans are listed separately above.

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 Organization 403(b) Retirement Plan assets move in 2022?
Community Action Organization 403(b) Retirement Plan grew sharply - up 18.6% during 2022, from $8M to $10M. Reported net income was $2M.
How have Community Action Organization plan assets changed over time?
Across 2 plan years on file (2022-2023), Community Action Organization's sponsor-wide assets grew 16.7%, from $10M to $12M.
Which Other plans are similar in size to Community Action Organization 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Charles Henderson Child Health Center Defined Contribution Retirement Plan in AL ($10M, 27 participants).
Which Other plans cover a similar participant headcount to Community Action Organization 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is St. James Place of Baton Rouge 403(b) Plan in LA (284 participants, $3M in assets).