401(k) · DOL Form 5500 · 2023
Community Action Planning Council of Jefferson County, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $18,823
- Avg per participant Low balance/head
Official DOL plan name: Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. · Sponsored by Community Action Planning Council of Jefferson County, Inc. · New York · Healthcare & Social Assistance
$3M in assets, 150 participants
Community Action Planning Council of Jefferson County, Inc.'s Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. reported $3M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,269 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $3M.
- #6,269
- in Healthcare & Social Assistance (17,684 peers)
- +3.4%
- assets growth YoY
Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,823,432 35th percentile higher than 35% 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
Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. 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. Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. reported net income rose from -$953K in the plan year 2022 filing to $92K in the plan year 2023 filing.
- Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. reported participants rose from 137 in the plan year 2022 filing to 150 in the plan year 2023 filing.
- Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 160912787 · Community Action Planning Council of Jefferson County, Inc. PY 2023 · 401(k)
Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. · $3M · 150 · 35th
- PHOTO $3M
- PHOTO 150
- PHOTO 35th
- PHOTO 401(k)
- PHOTO near Family Resources, Inc. 401(k) Plan
- PHOTO ind #6269
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 New York →
Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $92K |
| Employer EIN | 160912787 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action Planning Council of Jefferson County, Inc.)
Sponsor-wide plan assets over time
All Community Action Planning Council of Jefferson County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 15.878188659242051% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $3M |
| 2023 | 1 | 150 | $3M |
| 2024 | 1 | 159 | $3M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Section 401(k) Retirement Plan for Community Action Planning Council of Jefferson Co., Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Family Resources, Inc. 401(k) Plan in IA ($3M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 150 · 0 off
- Controlscan Holdings, Inc. 401(k) Plan (KY) 150 · 0 off
- Infovista 401(k) Retirement Plan (MA) 150 · 0 off
- Jones Edmunds & Associates, Inc. 401(k) Plan (FL) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.