Other · DOL Form 5500 · 2023

Community Health Project D/B/a Callen-Lorde Community Health Center Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
451
Participants Below avg headcount
64th
Percentile by assets National rank
$28,587
Avg per participant Low balance/head
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Official DOL plan name: Callen-Lorde Community Health Center 403(b) Plan · Sponsored by Community Health Project D/B/a Callen-Lorde Community Health Center · New York · Healthcare & Social Assistance

$13M in assets, 451 participants

Community Health Project D/B/a Callen-Lorde Community Health Center's Callen-Lorde Community Health Center 403(b) Plan reported $13M in total assets and 451 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,256 in Healthcare & Social Assistance (17,684 peers)

Community Health Project D/B/a Callen-Lorde Community Health Center multi-year trail

Community Health Project D/B/a Callen-Lorde Community Health Center's plans moved +45.1% in assets from 2022 to 2024; this filing shows Callen-Lorde Community Health Center 403(b) Plan at $13M / 451 participants.

#12,256
in Healthcare & Social Assistance (17,684 peers)
+24.6%
assets growth YoY

Callen-Lorde Community Health Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Callen-Lorde Community Health Center 403(b) Plan vs every filed plan by assets

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

$12,892,918 Top 36% higher than 64% 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

Callen-Lorde Community Health Center 403(b) 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. Callen-Lorde Community Health Center 403(b) Plan sits mid-pack in the medium band (451 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Callen-Lorde Community Health Center 403(b) Plan reported net income rose from -$767K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Callen-Lorde Community Health Center 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Callen-Lorde Community Health Center 403(b) Plan reported participants rose from 386 in the plan year 2022 filing to 451 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133409680 · Community Health Project D/B/a Callen-Lorde Community Health Center PY 2023 · Other

Callen-Lorde Community Health Center 403(b) Plan · $13M · 451 · 64th

  • EIN $13M
  • RANK 451
  • PHOTO 64th
  • IND Other
  • EOY near Montverde Academy Retirement Plan
  • 5500 ind #12256

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 →

Callen-Lorde Community Health Center 403(b) Plan in the asset neighbourhood

David a. Straz Jr. Center for the Performing Arts Retirement PlanDavid a. Straz Jr. Center fo…$13MCallen-Lorde Community Health Center 403(b) PlanCallen-Lorde Community Healt…$13MMontverde Academy Retirement PlanMontverde Academy Retirement…$13MMainstream Living, Inc. 403(b) PlanMainstream Living, Inc. 403(…$13MSouth Kent School Retirement PlanSouth Kent School Retirement…$13M
End-of-year total assets ($M) among Callen-Lorde Community Health Center 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Community Health Project D/B/a Callen-Lorde Community Health Center multi-year asset trail

Sponsor-wide plan assets over time

All Community Health Project D/B/a Callen-Lorde Community Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$15M 45.070445537560225% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.4M $15M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 386 $10M
2023 1 451 $13M
2024 1 435 $15M

Community Health Project D/B/a Callen-Lorde Community Health Center filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN133409680
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Callen-Lorde Community Health Center 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Callen-Lorde Community Health Center 403(b) Plan, Total assets ($B): 0.012892918 · Participants: 451Callen-Lorde Community Health Center 403(b) PlanNorthwell 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
Callen-Lorde Community Health Center 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Callen-Lorde Community Health Center 403(b) Plan side-by-side with 3 peers →

Callen-Lorde Community Health Center 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Montverde Academy Retirement Plan in FL ($13M); by covered participants it is The Barstow School Defined Contribution Retirement Plan in MO (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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 Callen-Lorde Community Health Center 403(b) Plan assets move in 2023? ▼
Callen-Lorde Community Health Center 403(b) Plan grew sharply - up 24.6% during 2023, from $10M to $13M. Reported net income was $3M.
How have Community Health Project D/B/a Callen-Lorde Community Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Health Project D/B/a Callen-Lorde Community Health Center's sponsor-wide assets grew 45.1%, from $10M to $15M.
Which Other plans are similar in size to Callen-Lorde Community Health Center 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Montverde Academy Retirement Plan in FL ($13M, 230 participants).
Which Other plans cover a similar participant headcount to Callen-Lorde Community Health Center 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Barstow School Defined Contribution Retirement Plan in MO (451 participants, $25M 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 133409680.

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.