Other · DOL Form 5500 · 2023

Community Living & Learning Inc Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
112
Participants Small participant base
32nd
Percentile by assets National rank
$19,910
Avg per participant Low balance/head
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Official DOL plan name: Community Living and Learning, Inc. Tax Sheltered Annuity Plan · Sponsored by Community Living & Learning Inc · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 112 participants

Community Living & Learning Inc's Community Living and Learning, Inc. Tax Sheltered Annuity Plan reported $2M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,469 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Community Living and Learning, Inc. Tax Sheltered Annuity Plan covers 112 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#5,469
in Healthcare & Social Assistance (17,684 peers)
+19.3%
assets growth YoY

Community Living and Learning, Inc. Tax Sheltered Annuity Plan among the smaller filed plans by assets

Community Living and Learning, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$2,229,941 32nd percentile higher than 32% 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 and Learning, Inc. Tax Sheltered Annuity 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 and Learning, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Living and Learning, Inc. Tax Sheltered Annuity Plan reported net income rose from -$215K in the plan year 2022 filing to $361K in the plan year 2023 filing.
  • Community Living and Learning, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Community Living and Learning, Inc. Tax Sheltered Annuity Plan reported participants rose from 109 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251269389 · Community Living & Learning Inc PY 2023 · Other

Community Living and Learning, Inc. Tax Sheltered Annuity Plan · $2M · 112 · 32nd

  • EIN $2M
  • EIN 112
  • EIN 32nd
  • EIN Other
  • EIN near The Kennedy Center, Inc. 403(b) Retirement Plan
  • EIN ind #5469

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 Pennsylvania →

Community Living and Learning, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Community Living and Learning, Inc. Tax Sheltered Annuity PlanCommunity Living and Learnin…$2MThe Kennedy Center, Inc. 403(b) Retirement PlanThe Kennedy Center, Inc. 403…$2MChildrens Home of Northern Kentucky 403b PlanChildrens Home of Northern K…$2M403(b) Thrift Plan of Jewish Family & Community Services, Inc.403(b) Thrift Plan of Jewish…$2MRetina Specialists, PA Vip Plus 401(k)Retina Specialists, PA Vip P…$2M
End-of-year total assets ($M) among Community Living and Learning, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$361K
Employer EIN251269389
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Living & Learning Inc)

Sponsor-wide plan assets over time

All Community Living & Learning Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.35050898243643% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.87M $2.64M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 109 $2M
2023 1 112 $2M
2024 1 122 $3M

Nearby Other Plans in Pennsylvania

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

Community Living and Learning, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Community Living and Learning, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.002229941 · Participants: 112Community Living and Learning, Inc. Tax Sheltered Annuity PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Community Living and Learning, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Community Living and Learning, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Community Living and Learning, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Kennedy Center, Inc. 403(b) Retirement Plan in CT ($2M); by covered participants it is Motivational Services in ME (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 and Learning, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
Community Living and Learning, Inc. Tax Sheltered Annuity Plan grew sharply - up 19.3% during 2023, from $2M to $2M. Reported net income was $361K.
How have Community Living & Learning Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Living & Learning Inc's sponsor-wide assets grew 41.4%, from $2M to $3M.
Which Other plans are similar in size to Community Living and Learning, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Kennedy Center, Inc. 403(b) Retirement Plan in CT ($2M, 712 participants).
Which Other plans cover a similar participant headcount to Community Living and Learning, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Motivational Services in ME (112 participants, N/A 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 251269389.

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.