Other · DOL Form 5500 · 2023
The Community Builders, Inc. Retirement Plan
Data updated 2026-08-11
- $38M
- Total assets
- 628
- Participants
- 83rd
- Percentile by assets
- $61,292
- Avg per participant
Official DOL plan name: The Community Builders, Inc. Tax Sheltered Annuity Plan · Sponsored by The Community Builders, Inc. · Massachusetts · Healthcare & Social Assistance
$38M in assets, 628 participants
The Community Builders, Inc.'s The Community Builders, Inc. Tax Sheltered Annuity Plan reported $38M in total assets and 628 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 127,072 plans)
- #15,064 in Healthcare & Social Assistance (17,684 peers)
Where The Community Builders, Inc. Tax Sheltered Annuity Plan sits by assets
The Community Builders, Inc. Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $38M for 628 participants (~$61,292/participant), up 22.9% in 2023.
- $38M
- total plan assets (2023 EOY)
- 628
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $61,292
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Community Builders, Inc. Tax Sheltered Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Community Builders, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- The Community Builders, Inc. Tax Sheltered Annuity Plan reported participants rose from 545 in the plan year 2022 filing to 628 in the plan year 2023 filing.
The Community Builders, Inc. Tax Sheltered Annuity Plan vs the 2023 asset distribution
By assets, The Community Builders, Inc. Tax Sheltered Annuity Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $7M |
| Employer EIN | 042324773 |
| Plan Effective Date | 1999-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Community Builders, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 594 | $52M |
| 2023 | 2 | 673 | $60M |
| 2024 | 1 | 661 | $46M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
The Community Builders, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Community Builders, Inc. Tax Sheltered Annuity Plan by total assets, not by location.
- Ottawa University DC Plan (KS) $39M · 496
- Sheet Metal Workers Local No.83 Annuity Fund (NY) $38M · 334
- Bakerripley 403(b) Plan (TX) $38M · 1,358
- The Children's Home Society of Florida 403(b) Plan (FL) $38M · 1,151
Frequently Asked Questions
How did The Community Builders, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
How have The Community Builders, Inc. plan assets changed over time? ▼
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Next read for The Community Builders, Inc. Tax Shelter…
Scale reading
Ways to act on The Community Builders, Inc. Tax Sheltered Annuity Plan's numbers.
- By total assets, The Community Builders, Inc. Tax Sheltered Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- The Community Builders, Inc.'s sponsor-wide assets have declined 10.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans