Other · DOL Form 5500 · 2022

Community Living Options Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
122
Participants Small participant base
43rd
Percentile by assets National rank
$28,270
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Community Living Options · Sponsored by Community Living Options · Michigan · Healthcare & Social Assistance

$3M in assets, 122 participants

Community Living Options's 403(b) Thrift Plan of Community Living Options reported $3M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #9,511 in Healthcare & Social Assistance (20,060 peers)

Coverage in Michigan

403(b) Thrift Plan of Community Living Options covers 122 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $3M.

#9,511
in Healthcare & Social Assistance (20,060 peers)
+17.3%
assets growth YoY

403(b) Thrift Plan of Community Living Options's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$3,448,952 43rd percentile higher than 43% 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 Living Options 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 Living Options sits mid-pack in the medium band (122 participants).

Form 5500 schedule snapshot

Filing strip 382433400 · Community Living Options PY 2022 · Other

403(b) Thrift Plan of Community Living Options · $3M · 122 · 43rd

  • NET $3M
  • NET 122
  • NET 43rd
  • NET Other
  • NET near St Luke's Episcopal School Employee Retirement Pla
  • NET ind #9511

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 Michigan →

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

403(b) Thrift Plan of Community Living Options403(b) Thrift Plan of Commun…$3MSt Luke's Episcopal School Employee Retirement PlaSt Luke's Episcopal School E…$3M403(b) Thrift Plan of Bonita House, Inc.403(b) Thrift Plan of Bonita…$3MOutward Bound USA 403(b) DC PlanOutward Bound USA 403(b) DC …$3M403(b) Thrift Plan of Info Line of San Diego County403(b) Thrift Plan of Info L…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Community Living Options and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$510K
Employer EIN382433400
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Living Options)

Sponsor-wide plan assets over time

All Community Living Options plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.054831728594657% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.45M $4.11M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 122 $3M
2023 1 158 $4M
2024 1 156 $4M

Nearby Other Plans in Michigan

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

403(b) Thrift Plan of Community Living Options vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants 403(b) Thrift Plan of Community Living Options, Total assets ($B): 0.003448952 · Participants: 122403(b) Thrift Plan of Community Living OptionsFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.271049081 · Participants: 17796Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.120620788 · Participants: 52211Fca US LLC UAW Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 2.34463562 · Participants: 26631Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.23567862 · Participants: 33585Beaumont Health 403(b) Retirement Savings PlanMclaren Employees' 403(b) Retirement Plan, Total assets ($B): 1.449747534 · Participants: 21255Mclaren Employees' 403(b) Retirement Plan
403(b) Thrift Plan of Community Living Options vs. nearby Other plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest Other by assets is St Luke's Episcopal School Employee Retirement Pla in AL ($3M); by covered participants it is Intellisurvey 401(k) Plan in CA (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Living Options assets move in 2022?
403(b) Thrift Plan of Community Living Options grew sharply - up 17.3% during 2022, from $3M to $3M. Reported net income was $510K.
How have Community Living Options plan assets changed over time?
Across 3 plan years on file (2022-2024), Community Living Options's sponsor-wide assets grew 19.1%, from $3M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of Community Living Options?
Among Other plans in other states, the closest by assets is St Luke's Episcopal School Employee Retirement Pla in AL ($3M, 61 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Community Living Options?
Among Other plans in other states, the closest by covered participants is Intellisurvey 401(k) Plan in CA (122 participants, $11M in assets).