Other · DOL Form 5500 · 2023

Community Wellness Partners, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
718
Participants Below avg headcount
59th
Percentile by assets National rank
$14,203
Avg per participant Low balance/head
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Official DOL plan name: Community Wellness Partners, Inc. 403(b) Plan · Sponsored by Community Wellness Partners, Inc. · New York · Healthcare & Social Assistance

$10M in assets, 718 participants

Community Wellness Partners, Inc.'s Community Wellness Partners, Inc. 403(b) Plan reported $10M in total assets and 718 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,427 in Healthcare & Social Assistance (17,684 peers)

Community Wellness Partners, Inc. multi-year trail

Community Wellness Partners, Inc.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Community Wellness Partners, Inc. 403(b) Plan at $10M / 718 participants.

#11,427
in Healthcare & Social Assistance (17,684 peers)
+15.0%
assets growth YoY

Community Wellness Partners, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Wellness Partners, Inc. 403(b) Plan vs every filed plan by assets

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

$10,197,609 Top 41% higher than 59% 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 Wellness Partners, Inc. 403(b) 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 Wellness Partners, Inc. 403(b) Plan sits mid-pack in the medium band (718 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Wellness Partners, Inc. 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Community Wellness Partners, Inc. 403(b) Plan reported participants rose from 521 in the plan year 2022 filing to 718 in the plan year 2023 filing.
  • Community Wellness Partners, Inc. 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161536239 · Community Wellness Partners, Inc. PY 2023 · Other

Community Wellness Partners, Inc. 403(b) Plan · $10M · 718 · 59th

  • ASSETS $10M
  • PCT 718
  • EIN 59th
  • RANK Other
  • PHOTO near The Gladney Center 403(b) Plan
  • IND ind #11427

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 →

Community Wellness Partners, Inc. 403(b) Plan in the asset neighbourhood

Medf Physicians Corp. Voluntary Tax Deferred Annuity PlanMedf Physicians Corp. Volunt…$10MPeninsula Community Health Services 403(b) PlanPeninsula Community Health S…$10MCommunity Wellness Partners, Inc. 403(b) PlanCommunity Wellness Partners,…$10MThe Gladney Center 403(b) PlanThe Gladney Center 403(b) Pl…$10MCarlos Albizu University 403(b) DC PlanCarlos Albizu University 403…$10M
End-of-year total assets ($M) among Community Wellness Partners, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Community Wellness Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Community Wellness Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.49064019050887% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.87M $11.2M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 521 $9M
2023 1 718 $10M
2024 1 640 $11M

Community Wellness Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN161536239
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Community Wellness Partners, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Community Wellness Partners, Inc. 403(b) Plan, Total assets ($B): 0.010197609 · Participants: 718Community Wellness Partners, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Community Wellness Partners, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Community Wellness Partners, Inc. 403(b) Plan side-by-side with 3 peers →

Community Wellness Partners, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Gladney Center 403(b) Plan in TX ($10M); by covered participants it is Rediscover Retirement Plan in MO (719 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (718 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 Wellness Partners, Inc. 403(b) Plan assets move in 2023? ▼
Community Wellness Partners, Inc. 403(b) Plan grew sharply - up 15.0% during 2023, from $9M to $10M. Reported net income was $1M.
How have Community Wellness Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Wellness Partners, Inc.'s sponsor-wide assets grew 26.5%, from $9M to $11M.
Which Other plans are similar in size to Community Wellness Partners, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Gladney Center 403(b) Plan in TX ($10M, 84 participants).
Which Other plans cover a similar participant headcount to Community Wellness Partners, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Rediscover Retirement Plan in MO (719 participants, $23M 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 161536239.

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.