Money Purchase · DOL Form 5500 · 2023

Community Action Partnership of Kern Money Purchase Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
742
Participants Near avg headcount
77th
Percentile by assets National rank
$35,045
Avg per participant Low balance/head
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Official DOL plan name: Community Action Partnership of Kern 401(a) Plan · Sponsored by Community Action Partnership of Kern · California · Healthcare & Social Assistance

$26M in assets, 742 participants

Community Action Partnership of Kern's Community Action Partnership of Kern 401(a) Plan reported $26M in total assets and 742 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,257 in Healthcare & Social Assistance (17,684 peers)

Where Community Action Partnership of Kern 401(a) Plan sits by assets

Community Action Partnership of Kern 401(a) Plan sits in the top quartile of all filed plans by assets, $26M for 742 participants (~$35,045/participant), up 13.3% in 2023.

#14,257
in Healthcare & Social Assistance (17,684 peers)
+13.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Community Action Partnership of Kern 401(a) Plan's outsized position by total assets

Community Action Partnership of Kern 401(a) Plan vs every filed plan by assets

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

$26,003,551 Top 23% higher than 77% 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 Partnership of Kern 401(a) 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 401(a) Plan sits mid-pack in the medium band (742 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Action Partnership of Kern 401(a) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Community Action Partnership of Kern 401(a) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Community Action Partnership of Kern 401(a) Plan reported participants fell from 767 in the plan year 2022 filing to 742 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952402760 · Community Action Partnership of Kern PY 2023 · Money Purchase

Community Action Partnership of Kern 401(a) Plan · $26M · 742 · 77th

  • SCH $26M
  • SCH 742
  • SCH 77th
  • SCH Money Purchase
  • SCH near The New England Center for Children, Inc. Target Benefit Plan
  • SCH ind #14257

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 →

Community Action Partnership of Kern 401(a) Plan in the asset neighbourhood

Local No. 661 Retirement Plan$26MThe New England Center for Children, Inc. Target Benefit PlanThe New England Center for C…$26MCommunity Action Partnership of Kern 401(a) PlanCommunity Action Partnership…$26MInternational Association of Heat and Frost Insulators & Allied Workers Local #3 Pension PlanInternational Association of…$26MLocal 670 Annuity Fund$26M
End-of-year total assets ($M) among Community Action Partnership of Kern 401(a) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN952402760
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Partnership of Kern)

Sponsor-wide plan assets over time

All Community Action Partnership of Kern plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.27423483886191% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.2M $40.5M ▲ +34.3%
Year Plans Participants Total Assets
2022 2 1,653 $30M
2023 2 1,653 $35M
2024 2 1,739 $41M

Nearby Money Purchase Plans in California

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

Community Action Partnership of Kern 401(a) Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Community Action Partnership of Kern 401(a) Plan, Total assets ($B): 0.026003551 · Participants: 742Community Action Partnership of Kern 401(a) PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Community Action Partnership of Kern 401(a) Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Community Action Partnership of Kern 401(a) Plan side-by-side with 3 peers →

Community Action Partnership of Kern 401(a) Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is The New England Center for Children, Inc. Target Benefit Plan in MA ($26M); by covered participants it is Bac Local Union 15 Supplemental Plan in MO (742 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (742 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 Partnership of Kern 401(a) Plan assets move in 2023? ▼
Community Action Partnership of Kern 401(a) Plan grew at a solid clip - up 13.3% during 2023, from $23M to $26M. Reported net income was $3M.
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.
Where does Community Action Partnership of Kern 401(a) Plan rank by assets among Form 5500 filers? ▼
Community Action Partnership of Kern 401(a) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Community Action Partnership of Kern 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The New England Center for Children, Inc. Target Benefit Plan in MA ($26M, 628 participants).
Which Money Purchase plans cover a similar participant headcount to Community Action Partnership of Kern 401(a) Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Bac Local Union 15 Supplemental Plan in MO (742 participants, $61M 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.

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.