Other · DOL Form 5500 · 2023

Community Action Partnership of Kern Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 911
Participants Near avg headcount: 56th
Percentile by assets National rank: $9,958
Avg per participant Low balance/head

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Official DOL plan name: Community Action Partnership of Kern 403(b) Plan · Sponsored by Community Action Partnership of Kern · California · Healthcare & Social Assistance

$9M in assets, 911 participants

Community Action Partnership of Kern's Community Action Partnership of Kern 403(b) Plan reported $9M in total assets and 911 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

#10,993 in Healthcare & Social Assistance (17,684 peers)

Community Action Partnership of Kern multi-year trail

Community Action Partnership of Kern's plans moved +34.3% in assets from 2022 to 2024; this filing shows Community Action Partnership of Kern 403(b) Plan at $9M / 911 participants.

#10,993
in Healthcare & Social Assistance (17,684 peers): +25.5%
assets growth YoY

Community Action Partnership of Kern 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Action Partnership of Kern 403(b) Plan vs every filed plan by assets

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

$9,072,110 Top 44% higher than 56% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Community Action Partnership of Kern 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 Action Partnership of Kern 403(b) Plan sits mid-pack in the medium band (911 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Community Action Partnership of Kern 403(b) Plan reported net income rose from -$727K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Community Action Partnership of Kern 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Community Action Partnership of Kern 403(b) Plan reported participants rose from 886 in the plan year 2022 filing to 911 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952402760 · Community Action Partnership of Kern PY 2023 · Other

Community Action Partnership of Kern 403(b) Plan · $9M · 911 · 56th

VS-ST $9M
VS-ST 911
VS-ST 56th
VS-ST Other
VS-ST near Lasell Village 403(b) Plan
VS-ST ind #10993

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 California →

End-of-year total assets ($M) among Community Action Partnership of Kern 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Community Action Partnership of Kern multi-year asset trail

Latest sponsor-wide plan assets: $41M 34.27423483886191% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	1,653	$30M
2023	2	1,653	$35M
2024	2	1,739	$41M

Community Action Partnership of Kern filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	952402760
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in California

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

Community Action Partnership of Kern 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Stanford Contributory Retirement Plan $11.0B · 21,674
Sutter Health 403(b) Savings Plan $6.5B · 50,273
Stanford Health Care Retirement Savings Plan $5.8B · 22,681
Caltech Base Retirement Plan $4.8B · 10,682
University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764

Compare Community Action Partnership of Kern 403(b) Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is Lasell Village 403(b) Plan in MA ($9M); by covered participants it is Talbert House 403(b) Plan in OH (911 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Lasell Village 403(b) Plan (MA) $9M · 99
Nevada Donor Network 403(b) Plan (NV) $9M · 169
403(b) Thrift Plan of Queens Community House, Inc. (NY) $9M · 106
Grier School Tda Retirement Plan and DC Retirement Plan (PA) $9M · 147

Similar participant headcount

Nearest other-state filings by covered participants (911 participants); asset peers above are excluded.

Talbert House 403(b) Plan (OH) 911 · 0 off
Cold Spring Harbor Laboratory Tax Deferred Annuity Plan (NY) 912 · 1 off
Wood County Hospital 403(b) Plan (OH) 909 · 2 off
Unity Health Care, Inc. 403(b) Plan (DC) 913 · 2 off

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 Partnership of Kern 403(b) Plan assets move in 2023? ▼

Community Action Partnership of Kern 403(b) Plan grew sharply - up 25.5% during 2023, from $7M to $9M. Reported net income was $2M.

How have Community Action Partnership of Kern plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Community Action Partnership of Kern's sponsor-wide assets grew 34.3%, from $30M to $41M.

Which Other plans are similar in size to Community Action Partnership of Kern 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Lasell Village 403(b) Plan in MA ($9M, 99 participants).

Which Other plans cover a similar participant headcount to Community Action Partnership of Kern 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Talbert House 403(b) Plan in OH (911 participants, $28M 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 952402760.