Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

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
Total Assets (2023)
$14M
Participants
336
State
Industry
Healthcare & Social Assistance

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 TypeProfit Sharing
Employer EIN050309695
Plan Effective Date1994-01-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Employees of Tri-County Community Action Agency?
As of the 2023 Form 5500 filing, 403(b) Thrift Plan for Employees of Tri-County Community Action Agency holds $14M in total assets with 336 participants. It is sponsored by Tri-County Community Action Agency.
What type of plan is 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 plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 050309695.
Who sponsors the 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 sponsored by Tri-County Community Action Agency, located in Rhode Island. The sponsor's EIN is 050309695 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan for Employees of Tri-County Community Action Agency perform in 2023?
403(b) Thrift Plan for Employees of Tri-County Community Action Agency grew by 19.7% during 2023, moving from $11M to $14M in total assets. Net income was $2M.
Where can I find official filings for 403(b) Thrift Plan for Employees of Tri-County Community Action Agency?
Official Form 5500 filings for 403(b) Thrift Plan for Employees of Tri-County Community Action Agency are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 050309695 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Employees of Tri-County Community Action Agency compare to other plans?
You can compare 403(b) Thrift Plan for Employees of Tri-County Community Action Agency against other Profit Sharing plans on the plan type page, or view plans in Rhode Island on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.