401(k) · DOL Form 5500 · 2023
The Community Development Trust, LP 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $744,743
- Avg per participant High balance/head
Official DOL plan name: The Community Development Trust 401(k) Plan · Sponsored by The Community Development Trust, LP · New York · Real Estate
$19M in assets, 25 participants
The Community Development Trust, LP's The Community Development Trust 401(k) Plan reported $19M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #4,045 in Real Estate (4,727 peers)
2023 asset change
The Community Development Trust 401(k) Plan grew sharply 19.9% in 2023 ($16M → $19M) for 25 participants.
- #4,045
- in Real Estate (4,727 peers)
- +19.9%
- assets growth YoY
The Community Development Trust 401(k) Plan's outsized position by total assets
The Community Development Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,618,573 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Community Development Trust 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Community Development Trust 401(k) Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Community Development Trust 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Community Development Trust 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- The Community Development Trust 401(k) Plan reported participants rose from 22 in the plan year 2022 filing to 25 in the plan year 2023 filing.
DOL schedule card
Filing strip 134033360 · The Community Development Trust, LP PY 2023 · 401(k)
The Community Development Trust 401(k) Plan · $19M · 25 · 71st
- IND $19M
- IND 25
- IND 71st
- IND 401(k)
- IND near Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust
- IND ind #4045
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 Real Estate retirement plans → · Plans in New York →
The Community Development Trust 401(k) Plan in the asset neighbourhood
The Community Development Trust, LP years around the 2023 move
Sponsor-wide plan assets over time
All The Community Development Trust, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 5.90840725905357% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $16M |
| 2023 | 1 | 25 | $19M |
| 2024 | 1 | 22 | $15M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 134033360 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
The Community Development Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust in OH ($19M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Pyromet 401(k) Plan (PA) 25 · 0 off
- Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
- Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
- Kathcar Incorporated Retirement Plan (PA) 25 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.