401(k) · DOL Form 5500 · 2023
Tri-County Community Action Agency 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 336
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $40,733
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Tri-County Community Action Agency · Sponsored by Tri-County Community Action Agency · Rhode Island · Healthcare & Social Assistance
$14M in assets, 336 participants
Tri-County Community Action Agency's 403(b) Thrift Plan for Employees of Tri-County Community Action Agency reported $14M in total assets and 336 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,462 in Healthcare & Social Assistance (17,684 peers)
Coverage in Rhode Island
403(b) Thrift Plan for Employees of Tri-County Community Action Agency covers 336 participants in Rhode Island, about 23% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $14M.
- #12,462
- in Healthcare & Social Assistance (17,684 peers)
- +19.7%
- assets growth YoY
403(b) Thrift Plan for Employees of Tri-County Community Action Agency's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Tri-County Community Action Agency vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,686,220 Top 35% higher than 65% of 127,068 filed plans
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 Tri-County Community Action Agency 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 Tri-County Community Action Agency sits mid-pack in the medium band (336 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Tri-County Community Action Agency reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Tri-County Community Action Agency reported participants rose from 224 in the plan year 2022 filing to 336 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Tri-County Community Action Agency end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 050309695 · Tri-County Community Action Agency PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Tri-County Community Action Agency · $14M · 336 · 65th
- RANK $14M
- PHOTO 336
- IND 65th
- EOY 401(k)
- 5500 near Turbine Controls, Inc. 401(k) Plan
- ASSETS ind #12462
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 Rhode Island →
403(b) Thrift Plan for Employees of Tri-County Community Action Agency in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 050309695 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-County Community Action Agency)
Sponsor-wide plan assets over time
All Tri-County Community Action Agency plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 32.29580447258362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $11M |
| 2023 | 1 | 336 | $14M |
| 2024 | 1 | 439 | $15M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $27.6B · 265,760
- Textron Savings Plan $5.7B · 26,580
- Cfg Retirement Savings Plan $2.9B · 19,047
- Unfi 401(k) Plan $2.7B · 25,475
- Fm Global 401(k) Savings Plan $1.7B · 4,295
403(b) Thrift Plan for Employees of Tri-County Community Action Agency's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Turbine Controls, Inc. 401(k) Plan in CT ($14M); by covered participants it is Brownells, Inc. 401(k) Plan in IA (336 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (336 participants); asset peers above are excluded.
- Brownells, Inc. 401(k) Plan (IA) 336 · 0 off
- Sports South 401(k) Plan (LA) 336 · 0 off
- Boomers! Parks 401(k) Plan (CA) 336 · 0 off
- Algood 401(k) Plan (KY) 336 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.