Other · DOL Form 5500 · 2023

Community Action of Orleans and Genesee, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
113
Participants Small participant base
39th
Percentile by assets National rank
$33,444
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. · Sponsored by Community Action of Orleans and Genesee, Inc. · New York · Healthcare & Social Assistance

$4M in assets, 113 participants

Community Action of Orleans and Genesee, Inc.'s 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. reported $4M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,353 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $4M.

#7,353
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. vs every filed plan by assets

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

$3,779,116 39th percentile higher than 39% 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

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. 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. 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. reported net income rose from -$961K in the plan year 2022 filing to $572K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. reported participants fell from 136 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 166059252 · Community Action of Orleans and Genesee, Inc. PY 2023 · Other

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. · $4M · 113 · 39th

  • BOY $4M
  • SCH 113
  • EBSA 39th
  • PART Other
  • TYPE near Frederiksted Health Care Inc 403(b) Retirement Plan
  • NET ind #7353

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 →

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. in the asset neighbourhood

Presbyterian Manors of Mid-America, Inc. Tax-Sheltered Annuity PlanPresbyterian Manors of Mid-A…$4MSunset Home 403(b) Retirement Savings PlanSunset Home 403(b) Retiremen…$4M403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.403(b) Thrift Plan of Commun…$4MFrederiksted Health Care Inc 403(b) Retirement PlanFrederiksted Health Care Inc…$4M403(b) Thrift Plan of Missouri Valley Community Action Agency403(b) Thrift Plan of Missou…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$572K
Employer EIN166059252
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action of Orleans and Genesee, Inc.)

Sponsor-wide plan assets over time

All Community Action of Orleans and Genesee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.94504917558487% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.21M $4.46M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 136 $3M
2023 1 113 $4M
2024 1 140 $4M

Nearby Other Plans in New York

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

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc., Total assets ($B): 0.003779116 · Participants: 113403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.Northwell 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
403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Frederiksted Health Care Inc 403(b) Retirement Plan in VI ($4M); by covered participants it is North Cross School 403(b) DC Plan in VA (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc. grew sharply - up 17.8% during 2023, from $3M to $4M. Reported net income was $572K.
How have Community Action of Orleans and Genesee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action of Orleans and Genesee, Inc.'s sponsor-wide assets grew 38.9%, from $3M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.? ▼
Among Other plans in other states, the closest by assets is Frederiksted Health Care Inc 403(b) Retirement Plan in VI ($4M, 166 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Community Action of Orleans and Genesee, Inc.? ▼
Among Other plans in other states, the closest by covered participants is North Cross School 403(b) DC Plan in VA (113 participants, N/A 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 166059252.

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.