401(k) · DOL Form 5500 · 2023

Community Action Opportunities,Incorporated 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
89
Participants Small participant base
51st
Percentile by assets National rank
$79,842
Avg per participant Below avg balance/head
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Official DOL plan name: Community Action Opportunities 401(k) Plan · Sponsored by Community Action Opportunities,Incorporated · North Carolina · Educational Services

$7M in assets, 89 participants

Community Action Opportunities,Incorporated's Community Action Opportunities 401(k) Plan reported $7M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,318 in Educational Services (3,735 peers)

Community Action Opportunities,Incorporated multi-year trail

Community Action Opportunities,Incorporated's plans moved +28.7% in assets from 2022 to 2024; this filing shows Community Action Opportunities 401(k) Plan at $7M / 89 participants.

#1,318
in Educational Services (3,735 peers)
+21.0%
assets growth YoY

Community Action Opportunities 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Community Action Opportunities 401(k) Plan vs every filed plan by assets

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

$7,105,957 Top 49% higher than 51% 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 Action Opportunities 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Action Opportunities 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Action Opportunities 401(k) Plan reported net income rose from -$990K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Community Action Opportunities 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Community Action Opportunities 401(k) Plan reported participants fell from 107 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560817672 · Community Action Opportunities,Incorporated PY 2023 · 401(k)

Community Action Opportunities 401(k) Plan · $7M · 89 · 51st

  • ASSETS $7M
  • PCT 89
  • EIN 51st
  • RANK 401(k)
  • PHOTO near Sims Bark Co., Inc. 401(k) Profit Sharing Plan
  • IND ind #1318

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 Educational Services retirement plans → · Plans in North Carolina →

Community Action Opportunities 401(k) Plan in the asset neighbourhood

Community Action Opportunities 401(k) PlanCommunity Action Opportuniti…$7MSims Bark Co., Inc. 401(k) Profit Sharing PlanSims Bark Co., Inc. 401(k) P…$7MPrint Source Inc. 401(k) Profit Sharing Plan and TrustPrint Source Inc. 401(k) Pro…$7MTel-Tru Manufacturing Company Retirement PlanTel-Tru Manufacturing Compan…$7MKotis Design, LLC. 401(k) Retirement Savings PlanKotis Design, LLC. 401(k) Re…$7M
End-of-year total assets ($M) among Community Action Opportunities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Community Action Opportunities,Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Community Action Opportunities,Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$8M 28.657345413122066% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.87M $7.55M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 107 $6M
2023 1 89 $7M
2024 1 87 $8M

Community Action Opportunities,Incorporated filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN560817672
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Community Action Opportunities 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Community Action Opportunities 401(k) Plan, Total assets ($B): 0.007105957 · Participants: 89Community Action Opportunities 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Community Action Opportunities 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Community Action Opportunities 401(k) Plan side-by-side with 3 peers →

Community Action Opportunities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sims Bark Co., Inc. 401(k) Profit Sharing Plan in AL ($7M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Action Opportunities 401(k) Plan assets move in 2023? ▼
Community Action Opportunities 401(k) Plan grew sharply - up 21.0% during 2023, from $6M to $7M. Reported net income was $1M.
How have Community Action Opportunities,Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action Opportunities,Incorporated's sponsor-wide assets grew 28.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Community Action Opportunities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sims Bark Co., Inc. 401(k) Profit Sharing Plan in AL ($7M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Community Action Opportunities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 participants, N/A 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 560817672.

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.