401(k) · DOL Form 5500 · 2023
The Community Preservation Corporation 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 167
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $360,478
- Avg per participant High balance/head
Official DOL plan name: The Community Preservation Corporation Employees' Retirement Savings Plan · Sponsored by The Community Preservation Corporation · New York · Finance & Insurance
$60M in assets, 167 participants
The Community Preservation Corporation's The Community Preservation Corporation Employees' Retirement Savings Plan reported $60M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,147 in Finance & Insurance (8,869 peers)
Coverage in New York
The Community Preservation Corporation Employees' Retirement Savings Plan covers 167 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $60M.
- #7,147
- in Finance & Insurance (8,869 peers)
- +7.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Community Preservation Corporation Employees' Retirement Savings Plan's outsized position by total assets
The Community Preservation Corporation Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$60,199,750 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Community Preservation Corporation Employees' Retirement Savings 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 Preservation Corporation Employees' Retirement Savings Plan sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Community Preservation Corporation Employees' Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Community Preservation Corporation Employees' Retirement Savings Plan end-of-year assets rose from $56M in the plan year 2022 filing to $60M in the plan year 2023 filing.
- The Community Preservation Corporation Employees' Retirement Savings Plan reported participants rose from 158 in the plan year 2022 filing to 167 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 132792409 · The Community Preservation Corporation PY 2023 · 401(k)
The Community Preservation Corporation Employees' Retirement Savings Plan · $60M · 167 · 87th
- NET $60M
- BOOK 167
- VS-ST 87th
- BOY 401(k)
- SCH near Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan
- EBSA ind #7147
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 Finance & Insurance retirement plans → · Plans in New York →
The Community Preservation Corporation Employees' Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $4M |
| Employer EIN | 132792409 |
| Plan Effective Date | 1982-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Community Preservation Corporation)
Sponsor-wide plan assets over time
All The Community Preservation Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 23.022717250187515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $56M |
| 2023 | 1 | 167 | $60M |
| 2024 | 1 | 177 | $69M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
The Community Preservation Corporation Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan in IL ($60M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Wheaton Eye Clinic, Ltd. 401(k) Profit Sharing Plan (IL) $60M · 180
- Empire Today, LLC 401(k) Profit Sharing Plan (IL) $60M · 1,578
- Delinea Inc. 401(k) Plan (CA) $60M · 541
- Advisors Excel, LLC 401(k) P/S Plan (KS) $60M · 872
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Cleveland Hardware and Forging Co. Profit Sharing (WI) 167 · 0 off
- American Green, Inc. 401(k) Plan (IL) 167 · 0 off
- Comanco Environmental Corporation 401(k) Plan (FL) 167 · 0 off
- Ultra Poly Corporation Retirement Savings Plan (PA) 167 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.