Other · DOL Form 5500 · 2023

Community Options, Inc. Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
5,476
Participants Above avg headcount
77th
Percentile by assets National rank
$4,665
Avg per participant Low balance/head
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Official DOL plan name: Community Options, Inc. 403(b) Custodial Account Plan · Sponsored by Community Options, Inc. · New Jersey · Healthcare & Social Assistance

$26M in assets, 5,476 participants

Community Options, Inc.'s Community Options, Inc. 403(b) Custodial Account Plan reported $26M in total assets and 5,476 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,221 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Community Options, Inc. 403(b) Custodial Account Plan covers 5,476 participants in New Jersey, 6.5x the typical New Jersey plan (state average ~844 per filing). Assets: $26M.

#14,221
in Healthcare & Social Assistance (17,684 peers)
+35.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Community Options, Inc. 403(b) Custodial Account Plan's outsized position by total assets

Community Options, Inc. 403(b) Custodial Account Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$25,545,470 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Community Options, Inc. 403(b) Custodial Account Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Options, Inc. 403(b) Custodial Account Plan lands in the large band (5,476 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Options, Inc. 403(b) Custodial Account Plan reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Community Options, Inc. 403(b) Custodial Account Plan end-of-year assets rose from $19M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Community Options, Inc. 403(b) Custodial Account Plan reported participants rose from 5,065 in the plan year 2022 filing to 5,476 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222964056 · Community Options, Inc. PY 2023 · Other

Community Options, Inc. 403(b) Custodial Account Plan · $26M · 5,476 · 77th

  • PART $26M
  • TYPE 5,476
  • NET 77th
  • BOOK Other
  • VS-ST near Ph - Clearfield Hospital 403(b) Plan
  • BOY ind #14221

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 Jersey →

Community Options, Inc. 403(b) Custodial Account Plan in the asset neighbourhood

Kimbell Art Museum Retirement PlanKimbell Art Museum Retiremen…$26MCommunity Options, Inc. 403(b) Custodial Account PlanCommunity Options, Inc. 403(…$26MPh - Clearfield Hospital 403(b) PlanPh - Clearfield Hospital 403…$26MWestern New York Public Broadcasting Association Retirement PlanWestern New York Public Broa…$26MTax Deferred Annuity Plan for Employees of Wxxi Public Broadcasting CouncilTax Deferred Annuity Plan fo…$26M
End-of-year total assets ($M) among Community Options, Inc. 403(b) Custodial Account Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$26M
Net Income$7M
Employer EIN222964056
Plan Effective Date1992-03-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Options, Inc.)

Sponsor-wide plan assets over time

All Community Options, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 64.46799104282937% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.9M $31.1M ▲ +64.5%
Year Plans Participants Total Assets
2022 1 5,065 $19M
2023 1 5,476 $26M
2024 1 6,008 $31M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Community Options, Inc. 403(b) Custodial Account Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -0.500.511.522.5 Total assets ($B) Participants Community Options, Inc. 403(b) Custodial Account Plan, Total assets ($B): 0.02554547 · Participants: 5476Community Options, Inc. 403(b) Custodial Account PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Community Options, Inc. 403(b) Custodial Account Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Community Options, Inc. 403(b) Custodial Account Plan side-by-side with 3 peers →

Community Options, Inc. 403(b) Custodial Account Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Ph - Clearfield Hospital 403(b) Plan in PA ($26M); by covered participants it is Sanford 403(b) Retirement Savings Plan in ND (5,488 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,476 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Community Options, Inc. 403(b) Custodial Account Plan assets move in 2023? ▼
Community Options, Inc. 403(b) Custodial Account Plan surged - up 35.2% during 2023, from $19M to $26M. Reported net income was $7M.
How have Community Options, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Options, Inc.'s sponsor-wide assets grew 64.5%, from $19M to $31M.
Where does Community Options, Inc. 403(b) Custodial Account Plan rank by assets among Form 5500 filers? ▼
Community Options, Inc. 403(b) Custodial Account Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Community Options, Inc. 403(b) Custodial Account Plan? ▼
Among Other plans in other states, the closest by assets is Ph - Clearfield Hospital 403(b) Plan in PA ($26M, 226 participants).
Which Other plans cover a similar participant headcount to Community Options, Inc. 403(b) Custodial Account Plan? ▼
Among Other plans in other states, the closest by covered participants is Sanford 403(b) Retirement Savings Plan in ND (5,488 participants, $2M in assets).

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 222964056.

Read our methodology - how this data is sourced, computed, and verified.

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