Profit Sharing · DOL Form 5500 · 2023
Chautauqua Opportunities, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $26,738
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. · Sponsored by Chautauqua Opportunities, Inc. · New York · Healthcare & Social Assistance
$5M in assets, 182 participants
Chautauqua Opportunities, Inc.'s 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. reported $5M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,420 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. covers 182 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #8,420
- in Healthcare & Social Assistance (17,684 peers)
- +13.0%
- assets growth YoY
403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,866,335 44th percentile higher than 44% 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 Chautauqua Opportunities, 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 Chautauqua Opportunities, Inc. sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. reported net income rose from -$957K in the plan year 2022 filing to $561K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. reported participants fell from 187 in the plan year 2022 filing to 182 in the plan year 2023 filing.
DOL schedule card
Filing strip 160905222 · Chautauqua Opportunities, Inc. PY 2023 · Profit Sharing
403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. · $5M · 182 · 44th
- SCH $5M
- EBSA 182
- PART 44th
- TYPE Profit Sharing
- NET near Andrew Wilder, Inc. Profit Sharing Plan
- BOOK ind #8420
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 →
403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $561K |
| Employer EIN | 160905222 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chautauqua Opportunities, Inc.)
Sponsor-wide plan assets over time
All Chautauqua Opportunities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 30.37426484934638% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 187 | $4M |
| 2023 | 1 | 182 | $5M |
| 2024 | 1 | 238 | $6M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.'s out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Andrew Wilder, Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Flexible Annuity DC Plan of Community Health Alliance in NV (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (182 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.