401(k) · DOL Form 5500 · 2023

Community Change 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
123
Participants Small participant base
68th
Percentile by assets National rank
$127,924
Avg per participant Near avg balance/head
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Official DOL plan name: Community Change Retirement Plan · Sponsored by Community Change · District of Columbia · Healthcare & Social Assistance

$16M in assets, 123 participants

Community Change's Community Change Retirement Plan reported $16M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,938 in Healthcare & Social Assistance (17,684 peers)

Coverage in District of Columbia

Community Change Retirement Plan covers 123 participants in District of Columbia, about 8% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $16M.

#12,938
in Healthcare & Social Assistance (17,684 peers)
+32.8%
assets growth YoY

Community Change Retirement Plan's outsized position by total assets

Community Change Retirement Plan vs every filed plan by assets

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

$15,734,702 Top 32% higher than 68% 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 Change Retirement 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 Change Retirement Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Change Retirement Plan reported net income rose from -$546K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Community Change Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Community Change Retirement Plan reported participants rose from 111 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 520888113 · Community Change PY 2023 · 401(k)

Community Change Retirement Plan · $16M · 123 · 68th

  • EIN $16M
  • EIN 123
  • EIN 68th
  • EIN 401(k)
  • EIN near Symplicity Corporation 401(k) Profit Sharing Plan & Trust
  • EIN ind #12938

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 District of Columbia →

Community Change Retirement Plan in the asset neighbourhood

Velo3d Retirement Savings PlanVelo3d Retirement Savings Pl…$16MCommunity Change Retirement PlanCommunity Change Retirement …$16MSymplicity Corporation 401(k) Profit Sharing Plan & TrustSymplicity Corporation 401(k…$16MAduro Advisors, LLC 401(k) PlanAduro Advisors, LLC 401(k) P…$16MNavy Mutual Aid Association Employee's 401(k) PlanNavy Mutual Aid Association …$16M
End-of-year total assets ($M) among Community Change Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN520888113
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Change)

Sponsor-wide plan assets over time

All Community Change plans reported in each filing year

Latest sponsor-wide plan assets
$18M 52.36475486704959% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.9M $18.1M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 111 $12M
2023 1 123 $16M
2024 1 126 $18M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Community Change Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Community Change Retirement Plan, Total assets ($B): 0.015734702 · Participants: 123Community Change Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Community Change Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Community Change Retirement Plan side-by-side with 3 peers →

Community Change Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Symplicity Corporation 401(k) Profit Sharing Plan & Trust in VA ($16M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Change Retirement Plan assets move in 2023? ▼
Community Change Retirement Plan surged - up 32.8% during 2023, from $12M to $16M. Reported net income was $4M.
How have Community Change plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Change's sponsor-wide assets grew 52.4%, from $12M to $18M.
Which 401(k) plans are similar in size to Community Change Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Symplicity Corporation 401(k) Profit Sharing Plan & Trust in VA ($16M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Community Change Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 520888113.

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.