Other · DOL Form 5500 · 2022

Community Action Pioneer Valley, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
292
Participants Below avg headcount
57th
Percentile by assets National rank
$23,396
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Action Retirement Plan · Sponsored by Community Action Pioneer Valley, Inc. · Massachusetts · Healthcare & Social Assistance

$7M in assets, 292 participants

Community Action Pioneer Valley, Inc.'s Community Action Retirement Plan reported $7M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,640 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Community Action Retirement Plan covers 292 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#12,640
in Healthcare & Social Assistance (20,060 peers)
+11.5%
assets growth YoY

Community Action Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Action Retirement Plan vs every filed plan by assets

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

$6,831,645 Top 43% higher than 57% 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 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 Retirement Plan sits mid-pack in the medium band (292 participants).

Published 5500 schedule card

Filing strip 042384972 · Community Action Pioneer Valley, Inc. PY 2022 · Other

Community Action Retirement Plan · $7M · 292 · 57th

  • BOY $7M
  • SCH 292
  • EBSA 57th
  • PART Other
  • TYPE near Mcgillis School Defined Contribution Plan
  • NET ind #12640

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 Massachusetts →

Community Action Retirement Plan in the asset neighbourhood

High Watch Recovery Inc. 403(b) DC PlanHigh Watch Recovery Inc. 403…$7MCommunity Action Retirement PlanCommunity Action Retirement …$7MMcgillis School Defined Contribution PlanMcgillis School Defined Cont…$7MCarf 403(b) Plan$7MHospice of Surry Retirement PlanHospice of Surry Retirement …$7M
End-of-year total assets ($M) among Community Action Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$706K
Employer EIN042384972
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Pioneer Valley, Inc.)

Sponsor-wide plan assets over time

All Community Action Pioneer Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.38672018232798% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.83M $9.39M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 292 $7M
2023 1 277 $8M
2024 1 272 $9M

Nearby Other Plans in Massachusetts

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

Community Action Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Community Action Retirement Plan, Total assets ($B): 0.006831645 · Participants: 292Community Action Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Community Action Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Community Action Retirement Plan side-by-side with 3 peers →

Community Action Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Mcgillis School Defined Contribution Plan in UT ($7M); by covered participants it is Friendship Haven, Inc. Employees' Pension Plan in IA (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Community Action Retirement Plan assets move in 2022? ▼
Community Action Retirement Plan grew at a solid clip - up 11.5% during 2022, from $6M to $7M. Reported net income was $706K.
How have Community Action Pioneer Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action Pioneer Valley, Inc.'s sponsor-wide assets grew 37.4%, from $7M to $9M.
Which Other plans are similar in size to Community Action Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mcgillis School Defined Contribution Plan in UT ($7M, 106 participants).
Which Other plans cover a similar participant headcount to Community Action Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Friendship Haven, Inc. Employees' Pension Plan in IA (292 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 042384972.

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.