Other · DOL Form 5500 · 2023

The Community Builders, Inc. Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
628
Participants Below avg headcount
83rd
Percentile by assets National rank
$61,292
Avg per participant Low balance/head
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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.

  • #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.

#15,064
in Healthcare & Social Assistance (17,684 peers)
+22.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Community Builders, Inc. Tax Sheltered Annuity Plan's outsized position by total assets

The Community Builders, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$38,491,532 Top 17% higher than 83% 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

The Community Builders, Inc. Tax Sheltered Annuity 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. The Community Builders, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (628 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042324773 · The Community Builders, Inc. PY 2023 · Other

The Community Builders, Inc. Tax Sheltered Annuity Plan · $38M · 628 · 83rd

  • EOY $38M
  • 5500 628
  • ASSETS 83rd
  • PCT Other
  • EIN near Ottawa University DC Plan
  • RANK ind #15064

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 Massachusetts →

The Community Builders, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Ottawa University DC Plan$39MThe Community Builders, Inc. Tax Sheltered Annuity PlanThe Community Builders, Inc.…$38MSheet Metal Workers Local No.83 Annuity FundSheet Metal Workers Local No…$38MBakerripley 403(b) Plan$38MThe Children's Home Society of Florida 403(b) PlanThe Children's Home Society …$38M
End-of-year total assets ($M) among The Community Builders, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN042324773
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Community Builders, Inc.)

Sponsor-wide plan assets over time

All The Community Builders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 10.200054670223947% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $51.6M $46.3M ▼ -10.2%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Community Builders, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.038491532 · Participants: 628The Community Builders, Inc. Tax Sheltered Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
The Community Builders, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Community Builders, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

The Community Builders, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Ottawa University DC Plan in KS ($39M); by covered participants it is Seattle Symphony Savings Plan in WA (628 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (628 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 The Community Builders, Inc. Tax Sheltered Annuity Plan assets move in 2023? ▼
The Community Builders, Inc. Tax Sheltered Annuity Plan grew sharply - up 22.9% during 2023, from $31M to $38M. Reported net income was $7M.
How have The Community Builders, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Community Builders, Inc.'s sponsor-wide assets declined 10.2%, from $52M to $46M.
Where does The Community Builders, Inc. Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
The Community Builders, Inc. Tax Sheltered Annuity Plan ranks in the 83rd 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 Other plans are similar in size to The Community Builders, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ottawa University DC Plan in KS ($39M, 496 participants).
Which Other plans cover a similar participant headcount to The Community Builders, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Seattle Symphony Savings Plan in WA (628 participants, $42M 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 042324773.

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.