Other · DOL Form 5500 · 2023

Change, Incorporated Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
197
Participants Below avg headcount
48th
Percentile by assets National rank
$30,159
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Employees of Change, Incorporated · Sponsored by Change, Incorporated · West Virginia · Healthcare & Social Assistance

$6M in assets, 197 participants

Change, Incorporated's 403(b) Thrift Plan for Employees of Change, Incorporated reported $6M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,267 in Healthcare & Social Assistance (17,684 peers)

Coverage in West Virginia

403(b) Thrift Plan for Employees of Change, Incorporated covers 197 participants in West Virginia, about 42% of the average West Virginia filer (state average ~467 per filing). Assets: $6M.

#9,267
in Healthcare & Social Assistance (17,684 peers)
+21.3%
assets growth YoY

403(b) Thrift Plan for Employees of Change, Incorporated's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Change, Incorporated vs every filed plan by assets

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

$5,941,305 48th percentile higher than 48% 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 for Employees of Change, Incorporated 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 for Employees of Change, Incorporated sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Change, Incorporated reported net income rose from -$842K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Change, Incorporated end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Change, Incorporated reported participants rose from 185 in the plan year 2022 filing to 197 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 550629135 · Change, Incorporated PY 2023 · Other

403(b) Thrift Plan for Employees of Change, Incorporated · $6M · 197 · 48th

  • PCT $6M
  • EIN 197
  • RANK 48th
  • PHOTO Other
  • IND near New Communities, Inc. 403(b) Plan
  • EOY ind #9267

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 West Virginia →

403(b) Thrift Plan for Employees of Change, Incorporated in the asset neighbourhood

403(b) Thrift Plan for Employees of Change, Incorporated403(b) Thrift Plan for Emplo…$6MNew Communities, Inc. 403(b) PlanNew Communities, Inc. 403(b)…$6MCommunity Youth Center 403(b) Retirement PlanCommunity Youth Center 403(b…$6MJackson Preparatory School 403(b) DC PlanJackson Preparatory School 4…$6MMental Health Partnerships Tax Sheltered Annuity PlanMental Health Partnerships T…$6M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Change, Incorporated and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN550629135
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Change, Incorporated)

Sponsor-wide plan assets over time

All Change, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$7M 52.032927994512% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.9M $7.45M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 185 $5M
2023 1 197 $6M
2024 1 204 $7M

Nearby Other Plans in West Virginia

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

403(b) Thrift Plan for Employees of Change, Incorporated vs. nearby Other plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Change, Incorporated, Total assets ($B): 0.005941305 · Participants: 197403(b) Thrift Plan for Employees of Change, IncorporatedWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.467425337 · Participants: 25400West Virginia University Health System 403(b) Retirement Savings PlanMaryland Electrical Industry Severance & Annuity F, Total assets ($B): 0.291868473 · Participants: 2645Maryland Electrical Industry Severance & Annuity FWest Virginia University Medical Corporation 403(b) Plan, Total assets ($B): 0.281583387 · Participants: 1761West Virginia University Medical Corporation 403(b) PlanCamc Health System, Inc. Retirement Savings Plan, Total assets ($B): 0.228152181 · Participants: 0Camc Health System, Inc. Retirement Savings PlanLocal Union 317 Electrical Pension Plan, Total assets ($B): 0.159972427 · Participants: 744Local Union 317 Electrical Pension Plan
403(b) Thrift Plan for Employees of Change, Incorporated vs. nearby Other plans in West Virginia, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Change, Incorporated side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Change, Incorporated's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is New Communities, Inc. 403(b) Plan in ME ($6M); by covered participants it is National Telecommuting Institute 403(b) DC Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 for Employees of Change, Incorporated assets move in 2023? ▼
403(b) Thrift Plan for Employees of Change, Incorporated grew sharply - up 21.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have Change, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Change, Incorporated's sponsor-wide assets grew 52.0%, from $5M to $7M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Change, Incorporated? ▼
Among Other plans in other states, the closest by assets is New Communities, Inc. 403(b) Plan in ME ($6M, 344 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Change, Incorporated? ▼
Among Other plans in other states, the closest by covered participants is National Telecommuting Institute 403(b) DC Plan in MA (197 participants, $4M 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 550629135.

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.