403(b) Thrift Plan for Employees of Tri-County Community Action Agency
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Tri-County Community Action Agency · Rhode Island · Healthcare & Social Assistance
What the 2023 filing shows
403(b) Thrift Plan for Employees of Tri-County Community Action Agency holds $14M for 336 participants — about $40,733 per participant, up 19.7% over the 2023 plan year.
- $14M
- total plan assets (2023 EOY)
- 336
- covered participants
- $40,733
- avg assets per participant
- +19.7%
- assets growth YoY
What the Filing Says About 403(b) Thrift Plan for Employees of Tri-County Community Action Agency
403(b) Thrift Plan for Employees of Tri-County Community Action Agency is a Profit Sharing retirement plan sponsored by Tri-County Community Action Agency, headquartered in Rhode Island. As of the 2023 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 336 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 050309695, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $11M at the beginning of 2023 to $14M at year-end — a gain of 19.7%. Net assets (after liabilities) closed the year at $14M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $11M |
| Total Assets (End of Year) | $14M |
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Plan Type | Profit Sharing |
| Employer EIN | 050309695 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-County Community Action Agency)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $11M |
| 2023 | 1 | 336 | $14M |
| 2024 | 1 | 439 | $15M |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.4B · 1,272
- Lifespan Corporation 403(b)Retirement Plan $1.2B · 9,416
- Brown University Defined Contribution Deferred Vesting Retirement Plan $813M · 5,630
- Providence College 403(b) Plan $360M · 984
- Roger Williams University Retirement Plan $336M · 2,740
Related Data
Guides
Frequently Asked Questions
How much money is in the 403(b) Thrift Plan for Employees of Tri-County Community Action Agency? ▼
What type of plan is 403(b) Thrift Plan for Employees of Tri-County Community Action Agency? ▼
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How did 403(b) Thrift Plan for Employees of Tri-County Community Action Agency perform in 2023? ▼
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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 050309695.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.