401(k) · DOL Form 5500 · 2023

Community Living Options, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
2,629
Participants Above avg headcount
78th
Percentile by assets National rank
$10,720
Avg per participant Low balance/head
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Official DOL plan name: Not-for-Profit Retirement Savings Plan · Sponsored by Community Living Options, Inc. · Illinois · Healthcare & Social Assistance

$28M in assets, 2,629 participants

Community Living Options, Inc.'s Not-for-Profit Retirement Savings Plan reported $28M in total assets and 2,629 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,440 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Not-for-Profit Retirement Savings Plan covers 2,629 participants in Illinois, 3.4x the typical Illinois plan (state average ~779 per filing). Assets: $28M.

#14,440
in Healthcare & Social Assistance (17,684 peers)
+5.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Not-for-Profit Retirement Savings Plan's outsized position by total assets

Not-for-Profit Retirement Savings Plan vs every filed plan by assets

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

$28,182,393 Top 22% higher than 78% 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

Not-for-Profit Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Not-for-Profit Retirement Savings Plan lands in the large band (2,629 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Not-for-Profit Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Not-for-Profit Retirement Savings Plan reported participants rose from 2,452 in the plan year 2022 filing to 2,629 in the plan year 2023 filing.
  • Not-for-Profit Retirement Savings Plan end-of-year assets rose from $27M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371079626 · Community Living Options, Inc. PY 2023 · 401(k)

Not-for-Profit Retirement Savings Plan · $28M · 2,629 · 78th

  • EBSA $28M
  • PART 2,629
  • TYPE 78th
  • NET 401(k)
  • BOOK near Alcon Puerto Rico Savings and Retirement Plan
  • VS-ST ind #14440

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 Illinois →

Not-for-Profit Retirement Savings Plan in the asset neighbourhood

Gmfs, LLC 401(k) Plan$28MSnf Corporation Tax-Favored Retirement Savings PlanSnf Corporation Tax-Favored …$28MNot-for-Profit Retirement Savings PlanNot-for-Profit Retirement Sa…$28MAlcon Puerto Rico Savings and Retirement PlanAlcon Puerto Rico Savings an…$28M401(k) Profit-Sharing Plan for Employees of Legal Aid of Northwest Texas401(k) Profit-Sharing Plan f…$28M
End-of-year total assets ($M) among Not-for-Profit Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$1M
Employer EIN371079626
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Living Options, Inc.)

Sponsor-wide plan assets over time

All Community Living Options, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 12.469677450496462% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $26.9M $30.2M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 2,452 $27M
2023 1 2,629 $28M
2024 1 3,150 $30M

Nearby 401(k) Plans in Illinois

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

Not-for-Profit Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Not-for-Profit Retirement Savings Plan, Total assets ($B): 0.028182393 · Participants: 2629Not-for-Profit Retirement Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Not-for-Profit Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Not-for-Profit Retirement Savings Plan side-by-side with 3 peers →

Not-for-Profit Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Alcon Puerto Rico Savings and Retirement Plan in TX ($28M); by covered participants it is Equiliem, Inc. 401(k) Plan in NJ (2,629 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,629 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 Not-for-Profit Retirement Savings Plan assets move in 2023? ▼
Not-for-Profit Retirement Savings Plan edged up modestly - up 5.0% during 2023, from $27M to $28M. Reported net income was $1M.
How have Community Living Options, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Living Options, Inc.'s sponsor-wide assets grew 12.5%, from $27M to $30M.
Where does Not-for-Profit Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Not-for-Profit Retirement Savings Plan ranks in the 78th 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 401(k) plans are similar in size to Not-for-Profit Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alcon Puerto Rico Savings and Retirement Plan in TX ($28M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Not-for-Profit Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Equiliem, Inc. 401(k) Plan in NJ (2,629 participants, $14M 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 371079626.

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.