401(k)
2023 plan-year 401(k) DOL Form 5500

Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Council on Aging, Inc. · West Virginia · Healthcare & Social Assistance

What the 2023 filing shows

Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan holds $1M for 160 participants — about $6,592 per participant, up 12.9% over the 2023 plan year.

$1M
total plan assets (2023 EOY)
160
covered participants
$6,592
avg assets per participant
+12.9%
assets growth YoY
Total Assets (2023)
$1M
Participants
160
Industry
Healthcare & Social Assistance

What the Filing Says About Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan

Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan is a 401(k) retirement plan sponsored by Council on Aging, Inc., headquartered in West Virginia. As of the 2023 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 160 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 550531508, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $934K at the beginning of 2023 to $1M at year-end — a gain of 12.9%. Net assets (after liabilities) closed the year at $1M, with reported net income of $121K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$934K
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$121K
Plan Type401(k)
Employer EIN550531508
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Council on Aging, Inc.)

Year Plans Participants Total Assets
2022 1 166 $934K
2023 1 160 $1M
2024 1 164 $1M

Nearby 401(k) Plans in West Virginia

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Frequently Asked Questions

How much money is in the Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan?
As of the 2023 Form 5500 filing, Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan holds $1M in total assets with 160 participants. It is sponsored by Council on Aging, Inc..
What type of plan is Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan?
Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan is a 401(k) plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 550531508.
Who sponsors the Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan?
Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan is sponsored by Council on Aging, Inc., located in West Virginia. The sponsor's EIN is 550531508 and the plan operates in the Healthcare & Social Assistance industry.
How did Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan perform in 2023?
Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan grew by 12.9% during 2023, moving from $934K to $1M in total assets. Net income was $121K.
Where can I find official filings for Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan?
Official Form 5500 filings for Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 550531508 or plan name at efast.dol.gov.
How does Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan compare to other plans?
You can compare Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan against other 401(k) plans on the plan type page, or view plans in West Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 550531508.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.