Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Westchester Community Opp Program Inc · New York · Healthcare & Social Assistance

What the 2023 filing shows

Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity holds $5M for 258 participants — about $17,567 per participant, down 25.5% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
258
covered participants
$17,567
avg assets per participant
-25.5%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
258
State
Industry
Healthcare & Social Assistance

What the Filing Says About Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity

Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity is a Profit Sharing retirement plan sponsored by Westchester Community Opp Program Inc, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 258 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 132547122, and the plan has been effective since 1984-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $5M at year-end — a decline of 25.5%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-1,555,210 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-1,555,210
Plan TypeProfit Sharing
Employer EIN132547122
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westchester Community Opp Program Inc)

Year Plans Participants Total Assets
2022 2 521 $8M
2023 2 460 $9M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity?
As of the 2022 Form 5500 filing, Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity holds $5M in total assets with 258 participants. It is sponsored by Westchester Community Opp Program Inc.
What type of plan is Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity?
Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity is a Profit Sharing plan. It has been effective since 1984-02-01. The plan is filed with the U.S. Department of Labor under EIN 132547122.
Who sponsors the Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity?
Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity is sponsored by Westchester Community Opp Program Inc, located in New York. The sponsor's EIN is 132547122 and the plan operates in the Healthcare & Social Assistance industry.
How did Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity perform in 2022?
Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity declined by 25.5% during 2022, moving from $6M to $5M in total assets. Net income was $-1,555,210.
Where can I find official filings for Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity?
Official Form 5500 filings for Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 132547122 or plan name at efast.dol.gov.
How does Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity compare to other plans?
You can compare Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 132547122.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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