Money Purchase · DOL Form 5500 · 2023

Community, Work and Independence, Inc. Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
174
Participants Small participant base
53rd
Percentile by assets National rank
$44,708
Avg per participant Low balance/head
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Official DOL plan name: Community, Work, and Independence, Inc. Retirement Plan · Sponsored by Community, Work and Independence, Inc. · New York · Other Services

$8M in assets, 174 participants

Community, Work and Independence, Inc.'s Community, Work, and Independence, Inc. Retirement Plan reported $8M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,704 in Other Services (7,857 peers)

Coverage in New York

Community, Work, and Independence, Inc. Retirement Plan covers 174 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $8M.

#5,704
in Other Services (7,857 peers)
+15.5%
assets growth YoY

Community, Work, and Independence, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

Community, Work, and Independence, Inc. Retirement Plan vs every filed plan by assets

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

$7,779,156 Top 47% higher than 53% 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, Work, and Independence, Inc. Retirement Plan 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. Community, Work, and Independence, Inc. Retirement Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community, Work, and Independence, Inc. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Community, Work, and Independence, Inc. Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Community, Work, and Independence, Inc. Retirement Plan reported participants fell from 186 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141470091 · Community, Work and Independence, Inc. PY 2023 · Money Purchase

Community, Work, and Independence, Inc. Retirement Plan · $8M · 174 · 53rd

  • PART $8M
  • TYPE 174
  • NET 53rd
  • BOOK Money Purchase
  • VS-ST near International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund
  • BOY ind #5704

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 Other Services retirement plans → · Plans in New York →

Community, Work, and Independence, Inc. Retirement Plan in the asset neighbourhood

Larkin & Associates PLLC Keogh PlanLarkin & Associates PLLC Keo…$8MMidland Emergency Room Corp. Employee Pension PlanMidland Emergency Room Corp.…$8MCommunity, Work, and Independence, Inc. Retirement PlanCommunity, Work, and Indepen…$8MInternational Alliance of Theatrical & Stage Employees Local 17 Retirement FundInternational Alliance of Th…$8MStar's Edge, Inc. Money Purchase PlanStar's Edge, Inc. Money Purc…$8M
End-of-year total assets ($M) among Community, Work, and Independence, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN141470091
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community, Work and Independence, Inc.)

Sponsor-wide plan assets over time

All Community, Work and Independence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 24.79813167397457% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.1M $12.6M ▲ +24.8%
Year Plans Participants Total Assets
2022 2 333 $10M
2023 2 330 $12M
2024 2 317 $13M

Nearby Money Purchase Plans in New York

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

Community, Work, and Independence, Inc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Community, Work, and Independence, Inc. Retirement Plan, Total assets ($B): 0.007779156 · Participants: 174Community, Work, and Independence, Inc. Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Community, Work, and Independence, Inc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Community, Work, and Independence, Inc. Retirement Plan side-by-side with 3 peers →

Community, Work, and Independence, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund in KY ($8M); by covered participants it is Church Homes, Inc., Congregational Defined Contribution Retirement Plan in CT (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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, Work, and Independence, Inc. Retirement Plan assets move in 2023? ▼
Community, Work, and Independence, Inc. Retirement Plan grew sharply - up 15.5% during 2023, from $7M to $8M. Reported net income was $1M.
How have Community, Work and Independence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community, Work and Independence, Inc.'s sponsor-wide assets grew 24.8%, from $10M to $13M.
Which Money Purchase plans are similar in size to Community, Work, and Independence, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund in KY ($8M, 129 participants).
Which Money Purchase plans cover a similar participant headcount to Community, Work, and Independence, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Church Homes, Inc., Congregational Defined Contribution Retirement Plan in CT (174 participants, $12M 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 141470091.

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.