401(k) · DOL Form 5500 · 2023

Communities Foundation of Texas 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
140
Participants Small participant base
72nd
Percentile by assets National rank
$139,177
Avg per participant Near avg balance/head
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Official DOL plan name: Communities Foundation of Texas 401(k) Plan · Sponsored by Communities Foundation of Texas · Texas · Other Services

$19M in assets, 140 participants

Communities Foundation of Texas's Communities Foundation of Texas 401(k) Plan reported $19M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,655 in Other Services (7,857 peers)

Coverage in Texas

Communities Foundation of Texas 401(k) Plan covers 140 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#6,655
in Other Services (7,857 peers)
+16.0%
assets growth YoY

Communities Foundation of Texas 401(k) Plan's outsized position by total assets

Communities Foundation of Texas 401(k) Plan vs every filed plan by assets

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

$19,484,763 Top 28% higher than 72% 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

Communities Foundation of Texas 401(k) 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. Communities Foundation of Texas 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Communities Foundation of Texas 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Communities Foundation of Texas 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Communities Foundation of Texas 401(k) Plan reported participants rose from 126 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750964565 · Communities Foundation of Texas PY 2023 · 401(k)

Communities Foundation of Texas 401(k) Plan · $19M · 140 · 72nd

  • 5500 $19M
  • 5500 140
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Intervala, LLC 401(k) Retirement Plan
  • 5500 ind #6655

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 Texas →

Communities Foundation of Texas 401(k) Plan in the asset neighbourhood

Communities Foundation of Texas 401(k) PlanCommunities Foundation of Te…$19MIntervala, LLC 401(k) Retirement PlanIntervala, LLC 401(k) Retire…$19MThe Contractors Retirement PlanThe Contractors Retirement P…$19MThe Lewis Bear Company Profit Sharing/401(k) PlanThe Lewis Bear Company Profi…$19MThe Contractors Retirement PlanThe Contractors Retirement P…$19M
End-of-year total assets ($M) among Communities Foundation of Texas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN750964565
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Communities Foundation of Texas)

Sponsor-wide plan assets over time

All Communities Foundation of Texas plans reported in each filing year

Latest sponsor-wide plan assets
$21M 22.855119049369623% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.8M $20.6M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 126 $17M
2023 1 140 $19M
2024 1 132 $21M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Communities Foundation of Texas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Communities Foundation of Texas 401(k) Plan, Total assets ($B): 0.019484763 · Participants: 140Communities Foundation of Texas 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Communities Foundation of Texas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Communities Foundation of Texas 401(k) Plan side-by-side with 3 peers →

Communities Foundation of Texas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Intervala, LLC 401(k) Retirement Plan in PA ($19M); by covered participants it is Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan in HI (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Communities Foundation of Texas 401(k) Plan assets move in 2023? ▼
Communities Foundation of Texas 401(k) Plan grew sharply - up 16.0% during 2023, from $17M to $19M. Reported net income was $3M.
How have Communities Foundation of Texas plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Communities Foundation of Texas's sponsor-wide assets grew 22.9%, from $17M to $21M.
Which 401(k) plans are similar in size to Communities Foundation of Texas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intervala, LLC 401(k) Retirement Plan in PA ($19M, 383 participants).
Which 401(k) plans cover a similar participant headcount to Communities Foundation of Texas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan in HI (140 participants, $4M 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 750964565.

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.