401(k) · DOL Form 5500 · 2023
Council on Aging, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $6,592
- Avg per participant Low balance/head
Official DOL plan name: Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan · Sponsored by Council on Aging, Inc. · West Virginia · Healthcare & Social Assistance
$1M in assets, 160 participants
Council on Aging, Inc.'s Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan reported $1M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,541 in Healthcare & Social Assistance (17,684 peers)
Coverage in West Virginia
Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan covers 160 participants in West Virginia, about 34% of the average West Virginia filer (state average ~467 per filing). Assets: $1M.
- #3,541
- in Healthcare & Social Assistance (17,684 peers)
- +12.9%
- assets growth YoY
Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan among the smaller filed plans by assets
Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,054,657 24th percentile higher than 24% 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
Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan reported net income rose from -$109K in the plan year 2022 filing to $121K in the plan year 2023 filing.
- Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan end-of-year assets rose from $934K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan reported participants fell from 166 in the plan year 2022 filing to 160 in the plan year 2023 filing.
DOL schedule card
Filing strip 550531508 · Council on Aging, Inc. PY 2023 · 401(k)
Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan · $1M · 160 · 24th
- IND $1M
- EOY 160
- 5500 24th
- ASSETS 401(k)
- PCT near Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616
- EIN ind #3541
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 West Virginia →
Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $934K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $121K |
| Employer EIN | 550531508 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Council on Aging, Inc.)
Sponsor-wide plan assets over time
All Council on Aging, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 37.45846153187124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $934K |
| 2023 | 1 | 160 | $1M |
| 2024 | 1 | 164 | $1M |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $1.1B · 1,878
- Camc Health System Basic Retirement Plan $719M · N/A
- American Public Education Retirement Plan $259M · 5,728
- West Virginia University Health System 401(k) Plan $255M · 2,525
- United Bankshares, Inc. Savings and Stock Investment Plan $228M · 2,740
Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Gregory L Schaffer and Companies 401(k) Plan 3205 Mount Read Blvd. Rochester, Ny 14616 in NY ($1M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- 8-Koi, Inc. 401(k) Plan (FL) 160 · 0 off
- Lightforce USA Inc.401(k) Plan (ID) 160 · 0 off
- Aligned Equity Partners, LLC Retirement Plan (TN) 160 · 0 off
- United Insurance 401(k) Retirement Savings Plan (ME) 160 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.