Other · DOL Form 5500 · 2023
Options for Community Living, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 248
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $54,604
- Avg per participant Low balance/head
Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. · Sponsored by Options for Community Living, Inc. · New York · Healthcare & Social Assistance
$14M in assets, 248 participants
Options for Community Living, Inc.'s Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. reported $14M in total assets and 248 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.
- #12,429 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. covers 248 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $14M.
- #12,429
- in Healthcare & Social Assistance (17,684 peers)
- +18.6%
- assets growth YoY
Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,541,699 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
Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. 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. Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. sits mid-pack in the medium band (248 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 112612035 · Options for Community Living, Inc. PY 2023 · Other
Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. · $14M · 248 · 65th
- 5500 $14M
- 5500 248
- 5500 65th
- 5500 Other
- 5500 near Oakland Museum of California 403(b) DC Plan
- 5500 ind #12429
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 →
Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 112612035 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Options for Community Living, Inc.)
Sponsor-wide plan assets over time
All Options for Community Living, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 26.059987362892112% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 249 | $11M |
| 2023 | 1 | 248 | $14M |
| 2024 | 1 | 255 | $14M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Oakland Museum of California 403(b) DC Plan in CA ($14M); by covered participants it is Virtuous Management Group in FL (248 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 (248 participants); asset peers above are excluded.
- Virtuous Management Group (FL) 248 · 0 off
- French International School 403(b) Retirement Plan (MD) 248 · 0 off
- Sage Memorial Hospital Tax Sheltered Annuity (AZ) 248 · 0 off
- Westminster Christian School 403(b) Plan (FL) 248 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.