Other · DOL Form 5500 · 2022

Community Partners Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
987
Participants Near avg headcount
79th
Percentile by assets National rank
$22,825
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Community Partners · Sponsored by Community Partners · California · Other Services

$23M in assets, 987 participants

Community Partners's 403(b) Thrift Plan of Community Partners reported $23M in total assets and 987 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,478 in Other Services (8,398 peers)

Where 403(b) Thrift Plan of Community Partners sits by assets

403(b) Thrift Plan of Community Partners sits in the top quartile of all filed plans by assets, $23M for 987 participants (~$22,825/participant), up 7.6% in 2022.

#7,478
in Other Services (8,398 peers)
+7.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

403(b) Thrift Plan of Community Partners's outsized position by total assets

403(b) Thrift Plan of Community Partners vs every filed plan by assets

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

$22,528,166 Top 21% higher than 79% 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

403(b) Thrift Plan of Community Partners 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. 403(b) Thrift Plan of Community Partners sits mid-pack in the medium band (987 participants).

Plan-year Form 5500 strip

Filing strip 954302067 · Community Partners PY 2022 · Other

403(b) Thrift Plan of Community Partners · $23M · 987 · 79th

  • IND $23M
  • EOY 987
  • 5500 79th
  • ASSETS Other
  • PCT near Watkinson School 403(b) Retirement Plan
  • EIN ind #7478

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 Other Services retirement plans → · Plans in California →

403(b) Thrift Plan of Community Partners in the asset neighbourhood

American Dental Education Association 403(b) Retirement Savings PlanAmerican Dental Education As…$23M403(b) Thrift Plan of Community Partners403(b) Thrift Plan of Commun…$23MWatkinson School 403(b) Retirement PlanWatkinson School 403(b) Reti…$23MTiaa-Cref Annuity Plan for the Faculty and the Administration of Athens AcademyTiaa-Cref Annuity Plan for t…$22MSafe Horizon 403(b) Retirement Savings PlanSafe Horizon 403(b) Retireme…$22M
End-of-year total assets ($M) among 403(b) Thrift Plan of Community Partners and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN954302067
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Partners)

Sponsor-wide plan assets over time

All Community Partners plans reported in each filing year

Latest sponsor-wide plan assets
$31M 38.48037163788655% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $31.2M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 987 $23M
2023 1 946 $28M
2024 1 843 $31M

Nearby Other Plans in California

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

403(b) Thrift Plan of Community Partners vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants 403(b) Thrift Plan of Community Partners, Total assets ($B): 0.022528166 · Participants: 987403(b) Thrift Plan of Community PartnersStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
403(b) Thrift Plan of Community Partners vs. nearby Other plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Community Partners side-by-side with 3 peers →

403(b) Thrift Plan of Community Partners's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Watkinson School 403(b) Retirement Plan in CT ($23M); by covered participants it is Baker College Professional Services 403(b) Plan in MI (987 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (987 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 403(b) Thrift Plan of Community Partners assets move in 2022? ▼
403(b) Thrift Plan of Community Partners grew at a solid clip - up 7.6% during 2022, from $21M to $23M. Reported net income was $2M.
How have Community Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Partners's sponsor-wide assets grew 38.5%, from $23M to $31M.
Where does 403(b) Thrift Plan of Community Partners rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan of Community Partners ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to 403(b) Thrift Plan of Community Partners? ▼
Among Other plans in other states, the closest by assets is Watkinson School 403(b) Retirement Plan in CT ($23M, 89 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Community Partners? ▼
Among Other plans in other states, the closest by covered participants is Baker College Professional Services 403(b) Plan in MI (987 participants, $5M 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 954302067.

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.