Defined Benefit (Pension) · DOL Form 5500 · 2023

Community Funds Inc. Pension Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
73
Participants Small participant base
85th
Percentile by assets National rank
$631,991
Avg per participant High balance/head
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Official DOL plan name: The New York Community Trust Retirement Plan · Sponsored by Community Funds Inc. · New York · Other Services

$46M in assets, 73 participants

Community Funds Inc.'s The New York Community Trust Retirement Plan reported $46M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,305 in Other Services (7,857 peers)

Where The New York Community Trust Retirement Plan sits by assets

The New York Community Trust Retirement Plan sits in the top quartile of all filed plans by assets, $46M for 73 participants (~$631,991/participant), up 23.0% in 2023.

#7,305
in Other Services (7,857 peers)
+23.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The New York Community Trust Retirement Plan's outsized position by total assets

The New York Community Trust Retirement Plan vs every filed plan by assets

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

$46,135,308 Top 15% higher than 85% 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

The New York Community Trust Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The New York Community Trust Retirement Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The New York Community Trust Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The New York Community Trust Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • The New York Community Trust Retirement Plan reported participants rose from 64 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 136089923 · Community Funds Inc. PY 2023 · Defined Benefit (Pension)

The New York Community Trust Retirement Plan · $46M · 73 · 85th

  • IND $46M
  • EOY 73
  • 5500 85th
  • ASSETS Defined Benefit (Pension)
  • PCT near Titan Tire Corporation Employees' Pension Plan
  • EIN ind #7305

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 New York →

The New York Community Trust Retirement Plan in the asset neighbourhood

Retirement Plan for Flsmidth Inc. Salaried EmployeesRetirement Plan for Flsmidth…$46MTitan Tire Corporation Employees' Pension PlanTitan Tire Corporation Emplo…$46MThe New York Community Trust Retirement PlanThe New York Community Trust…$46MRicoh Printing Systems America, Inc. Restated Pension PlanRicoh Printing Systems Ameri…$46MArclin Retirement Plan$46M
End-of-year total assets ($M) among The New York Community Trust Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$9M
Employer EIN136089923
Plan Effective Date1968-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Funds Inc.)

Sponsor-wide plan assets over time

All Community Funds Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 36.17813489108223% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.5M $51.1M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 64 $38M
2023 1 73 $46M
2024 1 73 $51M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The New York Community Trust Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The New York Community Trust Retirement Plan, Total assets ($B): 0.046135308 · Participants: 73The New York Community Trust Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
The New York Community Trust Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The New York Community Trust Retirement Plan side-by-side with 3 peers →

The New York Community Trust Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Titan Tire Corporation Employees' Pension Plan in IL ($46M); by covered participants it is Mosaic Combined U.S. Defined Benefit Pension Plan in FL (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 The New York Community Trust Retirement Plan assets move in 2023? ▼
The New York Community Trust Retirement Plan grew sharply - up 23.0% during 2023, from $38M to $46M. Reported net income was $9M.
How have Community Funds Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Funds Inc.'s sponsor-wide assets grew 36.2%, from $38M to $51M.
Where does The New York Community Trust Retirement Plan rank by assets among Form 5500 filers? ▼
The New York Community Trust Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The New York Community Trust Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Titan Tire Corporation Employees' Pension Plan in IL ($46M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The New York Community Trust Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mosaic Combined U.S. Defined Benefit Pension Plan in FL (73 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 136089923.

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.