Other · DOL Form 5500 · 2023

Community Action Partners of Orange County Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
139
Participants Small participant base
51st
Percentile by assets National rank
$50,654
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Action Partners of Orange County 403(b) · Sponsored by Community Action Partners of Orange County · California · Other Services

$7M in assets, 139 participants

Community Action Partners of Orange County's Community Action Partners of Orange County 403(b) reported $7M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,586 in Other Services (7,857 peers)

Coverage in California

Community Action Partners of Orange County 403(b) covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $7M.

#5,586
in Other Services (7,857 peers)
+16.4%
assets growth YoY

Community Action Partners of Orange County 403(b)'s mid-pack asset rank among Other Services and all filers

Community Action Partners of Orange County 403(b) vs every filed plan by assets

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

$7,040,859 Top 49% higher than 51% 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 Action Partners of Orange County 403(b) 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 Partners of Orange County 403(b) sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Action Partners of Orange County 403(b) reported net income rose from -$401K in the plan year 2022 filing to $990K in the plan year 2023 filing.
  • Community Action Partners of Orange County 403(b) end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Community Action Partners of Orange County 403(b) reported participants rose from 131 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952452787 · Community Action Partners of Orange County PY 2023 · Other

Community Action Partners of Orange County 403(b) · $7M · 139 · 51st

  • PCT $7M
  • PCT 139
  • PCT 51st
  • PCT Other
  • PCT near 403(b) Thrift Plan for Center for New Horizons, Inc. Dba Head Injury Association
  • PCT ind #5586

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 Other Services retirement plans → · Plans in California →

Community Action Partners of Orange County 403(b) in the asset neighbourhood

Community Action Partners of Orange County 403(b)Community Action Partners of…$7M403(b) Thrift Plan for Center for New Horizons, Inc. Dba Head Injury Association403(b) Thrift Plan for Cente…$7MSterling Area Health Center 403bSterling Area Health Center …$7MCalverton School 403(b) Retirement PlanCalverton School 403(b) Reti…$7MCalverton School 403(b) Retirement PlanCalverton School 403(b) Reti…$7M
End-of-year total assets ($M) among Community Action Partners of Orange County 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$990K
Employer EIN952452787
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Partners of Orange County)

Sponsor-wide plan assets over time

All Community Action Partners of Orange County plans reported in each filing year

Latest sponsor-wide plan assets
$8M 31.047313817037242% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.05M $7.93M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 131 $6M
2023 1 139 $7M
2024 1 137 $8M

Nearby Other Plans in California

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

Community Action Partners of Orange County 403(b) vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Community Action Partners of Orange County 403(b), Total assets ($B): 0.007040859 · Participants: 139Community Action Partners of Orange County 403(b)Stanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Community Action Partners of Orange County 403(b) vs. nearby Other plans in California, assets vs. participants
Compare Community Action Partners of Orange County 403(b) side-by-side with 3 peers →

Community Action Partners of Orange County 403(b)'s out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is 403(b) Thrift Plan for Center for New Horizons, Inc. Dba Head Injury Association in NY ($7M); by covered participants it is Epsi 403(b) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Action Partners of Orange County 403(b) assets move in 2023? ▼
Community Action Partners of Orange County 403(b) grew sharply - up 16.4% during 2023, from $6M to $7M. Reported net income was $990K.
How have Community Action Partners of Orange County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action Partners of Orange County's sponsor-wide assets grew 31.0%, from $6M to $8M.
Which Other plans are similar in size to Community Action Partners of Orange County 403(b)? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Center for New Horizons, Inc. Dba Head Injury Association in NY ($7M, 434 participants).
Which Other plans cover a similar participant headcount to Community Action Partners of Orange County 403(b)? ▼
Among Other plans in other states, the closest by covered participants is Epsi 403(b) Plan in TX (139 participants, $970K 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 952452787.

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.