401(k) · DOL Form 5500 · 2023
United Cerebral Palsy of Rhode 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $13,791
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. · Sponsored by United Cerebral Palsy of Rhode · Rhode Island · Healthcare & Social Assistance
$2M in assets, 153 participants
United Cerebral Palsy of Rhode's 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. reported $2M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,288 in Healthcare & Social Assistance (17,684 peers)
Coverage in Rhode Island
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. covers 153 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $2M.
- #5,288
- in Healthcare & Social Assistance (17,684 peers)
- +1.8%
- assets growth YoY
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. among the smaller filed plans by assets
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,110,019 31st percentile higher than 31% 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 United Cerebral Palsy of Rhode Island, 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. 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. reported net income rose from -$205K in the plan year 2022 filing to $38K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. reported participants rose from 117 in the plan year 2022 filing to 153 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 050285815 · United Cerebral Palsy of Rhode PY 2023 · 401(k)
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. · $2M · 153 · 31st
- PHOTO $2M
- IND 153
- EOY 31st
- 5500 401(k)
- ASSETS near Starr Restaurants 401(k) Plan
- PCT ind #5288
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 United Cerebral Palsy of Rhode Island, Inc. in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $38K |
| Employer EIN | 050285815 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Cerebral Palsy of Rhode)
Sponsor-wide plan assets over time
All United Cerebral Palsy of Rhode plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.127193590004097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $2M |
| 2023 | 1 | 153 | $2M |
| 2024 | 1 | 277 | $3M |
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 United Cerebral Palsy of Rhode Island, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Starr Restaurants 401(k) Plan in PA ($2M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Starr Restaurants 401(k) Plan (PA) $2M · 4,581
- Arrow Ford, Inc. 401(k) Retirement Plan (TX) $2M · 180
- Loanpeople 401(k) Plan (TX) $2M · 111
- Alvar, Inc. 401(k) Plan (AR) $2M · 32
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust (TX) 153 · 0 off
- Austin Csi, LLC 401(k) Plan (TX) 153 · 0 off
- Halsey Grocery 401(k) Plan (AL) 153 · 0 off
- Easy Auto 401(k) Plan (TN) 153 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.