Other · DOL Form 5500 · 2023
Robert F. Kennedy Community Alliance, Inc. Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 413
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $61,094
- Avg per participant Low balance/head
Official DOL plan name: Robert F. Kennedy Community Alliance 403(b) Plan · Sponsored by Robert F. Kennedy Community Alliance, Inc. · Massachusetts · Educational Services
$25M in assets, 413 participants
Robert F. Kennedy Community Alliance, Inc.'s Robert F. Kennedy Community Alliance 403(b) Plan reported $25M in total assets and 413 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #2,276 in Educational Services (3,735 peers)
Where Robert F. Kennedy Community Alliance 403(b) Plan sits by assets
Robert F. Kennedy Community Alliance 403(b) Plan sits in the top quartile of all filed plans by assets, $25M for 413 participants (~$61,094/participant), up 16.4% in 2023.
- #2,276
- in Educational Services (3,735 peers)
- +16.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Robert F. Kennedy Community Alliance 403(b) Plan's outsized position by total assets
Robert F. Kennedy Community Alliance 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,231,726 Top 23% higher than 77% 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
Robert F. Kennedy Community Alliance 403(b) 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. Robert F. Kennedy Community Alliance 403(b) Plan sits mid-pack in the medium band (413 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert F. Kennedy Community Alliance 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Robert F. Kennedy Community Alliance 403(b) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Robert F. Kennedy Community Alliance 403(b) Plan reported participants rose from 364 in the plan year 2022 filing to 413 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042103834 · Robert F. Kennedy Community Alliance, Inc. PY 2023 · Other
Robert F. Kennedy Community Alliance 403(b) Plan · $25M · 413 · 77th
- PART $25M
- TYPE 413
- NET 77th
- BOOK Other
- VS-ST near Mary's Center 403(b) Retirement Plan
- BOY ind #2276
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 Educational Services retirement plans → · Plans in Massachusetts →
Robert F. Kennedy Community Alliance 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 042103834 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert F. Kennedy Community Alliance, Inc.)
Sponsor-wide plan assets over time
All Robert F. Kennedy Community Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 30.343271050565356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 364 | $22M |
| 2023 | 1 | 413 | $25M |
| 2024 | 1 | 394 | $28M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Robert F. Kennedy Community Alliance 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Mary's Center 403(b) Retirement Plan in DC ($25M); by covered participants it is Purdue Research Foundation Defined Contribution Retirement Plan in IN (413 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.
- Purdue Research Foundation Defined Contribution Retirement Plan (IN) 413 · 0 off
- Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan (NC) 413 · 0 off
- Robert Morris University Defined Contribution Retirement Plan (PA) 413 · 0 off
- Nazareth University Defined Contribution Retirement Plan (NY) 413 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.