Other · DOL Form 5500 · 2023

Community Action Agency Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
199
Participants Below avg headcount
38th
Percentile by assets National rank
$17,907
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Action Agency 403(b) Retirement Plan · Sponsored by Community Action Agency · Michigan · Other Services

$4M in assets, 199 participants

Community Action Agency's Community Action Agency 403(b) Retirement Plan reported $4M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,837 in Other Services (7,857 peers)

Coverage in Michigan

Community Action Agency 403(b) Retirement Plan covers 199 participants in Michigan, about 31% of the average Michigan filer (state average ~638 per filing). Assets: $4M.

#4,837
in Other Services (7,857 peers)
+15.3%
assets growth YoY

Community Action Agency 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Community Action Agency 403(b) Retirement Plan vs every filed plan by assets

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

$3,563,559 38th percentile higher than 38% 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 Action Agency 403(b) Retirement 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 Action Agency 403(b) Retirement Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Action Agency 403(b) Retirement Plan reported net income rose from -$471K in the plan year 2022 filing to $474K in the plan year 2023 filing.
  • Community Action Agency 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 381795659 · Community Action Agency PY 2023 · Other

Community Action Agency 403(b) Retirement Plan · $4M · 199 · 38th

  • RANK $4M
  • PHOTO 199
  • IND 38th
  • EOY Other
  • 5500 near Retirement Plan of Granite State Independent Living
  • ASSETS ind #4837

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 Other Services retirement plans → · Plans in Michigan →

Community Action Agency 403(b) Retirement Plan in the asset neighbourhood

Dream Charter School 403(b) PlanDream Charter School 403(b) …$4MCommunity Action Agency 403(b) Retirement PlanCommunity Action Agency 403(…$4MRetirement Plan of Granite State Independent LivingRetirement Plan of Granite S…$4MStart Corporation 403(b) Plan$4MRed River Science & Technology, LLC Retirement PlanRed River Science & Technolo…$4M
End-of-year total assets ($M) among Community Action Agency 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$474K
Employer EIN381795659
Plan Effective Date2002-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Agency)

Sponsor-wide plan assets over time

All Community Action Agency plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.62855952835956% vs 2022
2024 filing year
$3M$3.5M$4M 202220232024 $3.09M $3.82M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 201 $3M
2023 1 199 $4M
2024 1 218 $4M

Nearby Other Plans in Michigan

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

Community Action Agency 403(b) Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Community Action Agency 403(b) Retirement Plan, Total assets ($B): 0.003563559 · Participants: 199Community Action Agency 403(b) Retirement PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savings PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health System Heritage 403(b) PlanBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
Community Action Agency 403(b) Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Community Action Agency 403(b) Retirement Plan side-by-side with 3 peers →

Community Action Agency 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Retirement Plan of Granite State Independent Living in NH ($4M); by covered participants it is Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan in PA (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Action Agency 403(b) Retirement Plan assets move in 2023? ▼
Community Action Agency 403(b) Retirement Plan grew sharply - up 15.3% during 2023, from $3M to $4M. Reported net income was $474K.
How have Community Action Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action Agency's sponsor-wide assets grew 23.6%, from $3M to $4M.
Which Other plans are similar in size to Community Action Agency 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan of Granite State Independent Living in NH ($4M, 968 participants).
Which Other plans cover a similar participant headcount to Community Action Agency 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan in PA (199 participants, $19M 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 381795659.

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.