Other · DOL Form 5500 · 2023

Community Living Alliance, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
337
Participants Below avg headcount
36th
Percentile by assets National rank
$9,335
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Living Alliance 403(b) Plan · Sponsored by Community Living Alliance, Inc. · Wisconsin · Healthcare & Social Assistance

$3M in assets, 337 participants

Community Living Alliance, Inc.'s Community Living Alliance 403(b) Plan reported $3M in total assets and 337 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,634 in Healthcare & Social Assistance (17,684 peers)

Community Living Alliance, Inc. multi-year trail

Community Living Alliance, Inc.'s plans moved +20.2% in assets from 2022 to 2023; this filing shows Community Living Alliance 403(b) Plan at $3M / 337 participants.

#6,634
in Healthcare & Social Assistance (17,684 peers)
+20.2%
assets growth YoY

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

Community Living Alliance 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,145,792 36th percentile higher than 36% of 127,068 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 2023

Community Living 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. Community Living Alliance 403(b) Plan sits mid-pack in the medium band (337 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Living Alliance 403(b) Plan reported net income rose from -$774K in the plan year 2022 filing to $529K in the plan year 2023 filing.
  • Community Living Alliance 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Community Living Alliance 403(b) Plan reported participants fell from 414 in the plan year 2022 filing to 337 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391889252 · Community Living Alliance, Inc. PY 2023 · Other

Community Living Alliance 403(b) Plan · $3M · 337 · 36th

  • TYPE $3M
  • TYPE 337
  • TYPE 36th
  • TYPE Other
  • TYPE near Randolph Health 403(b) Plan
  • TYPE ind #6634

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 Wisconsin →

Community Living Alliance 403(b) Plan in the asset neighbourhood

The Family Place 403(b) Plan$3MCommunity Living Alliance 403(b) PlanCommunity Living Alliance 40…$3MChimp Haven, Inc. 403(b) Plan$3MRandolph Health 403(b) Plan$3MKipp Administrative Services Corporation 403(b) PlanKipp Administrative Services…$3M
End-of-year total assets ($M) among Community Living Alliance 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Community Living Alliance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Community Living Alliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.208655671904204% vs 2022
2023 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 20222023 $2.62M $3.15M ▲ +20.2%
Year Plans Participants Total Assets
2022 1 414 $3M
2023 1 337 $3M

Community Living Alliance, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$529K
Employer EIN391889252
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

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

Community Living Alliance 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Community Living Alliance 403(b) Plan, Total assets ($B): 0.003145792 · Participants: 337Community Living Alliance 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Community Living Alliance 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Community Living Alliance 403(b) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Other by assets is Randolph Health 403(b) Plan in NC ($3M); by covered participants it is The Brearley School Retirement Plan in NY (337 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (337 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Community Living Alliance 403(b) Plan assets move in 2023? ▼
Community Living Alliance 403(b) Plan grew sharply - up 20.2% during 2023, from $3M to $3M. Reported net income was $529K.
How have Community Living Alliance, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Community Living Alliance, Inc.'s sponsor-wide assets grew 20.2%, from $3M to $3M.
Which Other plans are similar in size to Community Living Alliance 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Randolph Health 403(b) Plan in NC ($3M, 365 participants).
Which Other plans cover a similar participant headcount to Community Living Alliance 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Brearley School Retirement Plan in NY (337 participants, $129M in assets).

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 391889252.

Read our methodology - how this data is sourced, computed, and verified.

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