Other · DOL Form 5500 · 2023
Community Action, Inc. Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 141
- Participants
- 57th
- Percentile by assets
- $64,758
- Avg per participant
Official DOL plan name: Community Action, Inc. Tax Sheltered Annuity Plan · Sponsored by Community Action, Inc. · Massachusetts · Healthcare & Social Assistance
$9M in assets, 141 participants
Community Action, Inc.'s Community Action, Inc. Tax Sheltered Annuity Plan reported $9M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 127,072 plans)
- #11,014 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Community Action, Inc. Tax Sheltered Annuity Plan covers 141 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.
- $9M
- total plan assets (2023 EOY)
- 141
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $64,758
- avg assets per participant
Where Community Action, Inc. Tax Sheltered Annuity Plan sits by total assets
Community Action, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,130,917 Top 43% higher than 57% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Community Action, Inc. Tax Sheltered Annuity Plan reported net income rose from -$571K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Community Action, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Community Action, Inc. Tax Sheltered Annuity Plan reported participants rose from 127 in the plan year 2022 filing to 141 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Community Action, Inc. Tax Sheltered Annuity Plan reports 141 participants - about 21% of that state average ($9M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 042383153 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $8M |
| 2023 | 1 | 141 | $9M |
| 2024 | 1 | 143 | $10M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Community Action, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Community Action, Inc. Tax Sheltered Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Community Action, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
How have Community Action, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Community Action, Inc. Tax Sheltered Annuity Plan's numbers.
- By total assets, Community Action, Inc. Tax Sheltered Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Community Action, Inc.'s sponsor-wide assets have grown 28.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans