Other · DOL Form 5500 · 2023
Community Providers of Adolescent Services, Inc. D/B/a Compass Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $39,828
- Avg per participant Low balance/head
Official DOL plan name: Compass Tax Deferred Annuity Plan · Sponsored by Community Providers of Adolescent Services, Inc. D/B/a Compass · Massachusetts · Educational Services
$6M in assets, 162 participants
Community Providers of Adolescent Services, Inc. D/B/a Compass's Compass Tax Deferred Annuity Plan reported $6M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #1,261 in Educational Services (3,735 peers)
Coverage in Massachusetts
Compass Tax Deferred Annuity Plan covers 162 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.
- #1,261
- in Educational Services (3,735 peers)
- +22.5%
- assets growth YoY
Compass Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers
Compass Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,452,210 49th percentile higher than 49% 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
Compass Tax Deferred 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. Compass Tax Deferred Annuity Plan sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Compass Tax Deferred Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Compass Tax Deferred Annuity Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Compass Tax Deferred Annuity Plan reported participants rose from 153 in the plan year 2022 filing to 162 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042539383 · Community Providers of Adolescent Services, Inc. D/B/a Compass PY 2023 · Other
Compass Tax Deferred Annuity Plan · $6M · 162 · 49th
- IND $6M
- EOY 162
- 5500 49th
- ASSETS Other
- PCT near 403(b) Thrift Plan for Employees of Hamburger Home Dba Aviva Family and Children's Services
- EIN ind #1261
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 Educational Services retirement plans → · Plans in Massachusetts →
Compass Tax Deferred Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 042539383 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Providers of Adolescent Services, Inc. D/B/a Compass)
Sponsor-wide plan assets over time
All Community Providers of Adolescent Services, Inc. D/B/a Compass plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 43.613302823524585% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 256 | $8M |
| 2023 | 2 | 276 | $9M |
| 2024 | 2 | 296 | $11M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Compass Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan for Employees of Hamburger Home Dba Aviva Family and Children's Services in CA ($6M); by covered participants it is The Stony Brook School Defined Contribution Plan in NY (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 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.