Other · DOL Form 5500 · 2022

Community Partners Retirement Plan

Data updated 2026-08-11

$23M
Total assets
987
Participants
79th
Percentile by assets
$22,825
Avg per participant
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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.

  • 79th percentile by assets (of 139,126 plans)
  • #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.

$23M
total plan assets (2022 EOY)
987
covered participants
79th
percentile by assets (of 139,126 plans)
$22,825
avg assets per participant

Where 403(b) Thrift Plan of Community Partners sits 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 $2,010,000,000 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

State
California
Industry
Other Services

403(b) Thrift Plan of Community Partners vs the 2022 asset distribution

By assets, 403(b) Thrift Plan of Community Partners outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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)

$20M$25M$30M$35M 202220232024 $22.5M $31.2M ▲ +38.5%
Total plan assets by year, all Community Partners plans on file
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 ($B) Participants 403(b) Thrift Plan o…, Total assets ($B): 0.022528166 · Participants: 987403(b) Thrift Plan o…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
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 →

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan of Community Partners by total assets, not by location.

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).

Next read for 403(b) Thrift Plan of Community Partners

Scale reading

Ways to act on 403(b) Thrift Plan of Community Partners's numbers.

  • By total assets, 403(b) Thrift Plan of Community Partners ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans
  • Community Partners's sponsor-wide assets have grown 38.5% since 2022 across 3 plan years on file. More Other Services plans

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.