Other · DOL Form 5500 · 2023

The Community Action Organization of Western New York, Inc Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
422
Participants Below avg headcount
52nd
Percentile by assets National rank
$17,548
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of the Community Action Organization of Western Ny · Sponsored by The Community Action Organization of Western New York, Inc · New York · Healthcare & Social Assistance

$7M in assets, 422 participants

The Community Action Organization of Western New York, Inc's 403(b) Thrift Plan of the Community Action Organization of Western Ny reported $7M in total assets and 422 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,169 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

403(b) Thrift Plan of the Community Action Organization of Western Ny grew at a solid clip 12.6% in 2023 ($7M → $7M) for 422 participants.

#10,169
in Healthcare & Social Assistance (17,684 peers)
+12.6%
assets growth YoY

403(b) Thrift Plan of the Community Action Organization of Western Ny's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of the Community Action Organization of Western Ny vs every filed plan by assets

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

$7,405,455 Top 48% higher than 52% 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

403(b) Thrift Plan of the Community Action Organization of Western Ny 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 of the Community Action Organization of Western Ny sits mid-pack in the medium band (422 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of the Community Action Organization of Western Ny reported net income rose from -$526K in the plan year 2022 filing to $830K in the plan year 2023 filing.
  • 403(b) Thrift Plan of the Community Action Organization of Western Ny reported participants fell from 785 in the plan year 2022 filing to 422 in the plan year 2023 filing.
  • 403(b) Thrift Plan of the Community Action Organization of Western Ny end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 160911473 · The Community Action Organization of Western New York, Inc PY 2023 · Other

403(b) Thrift Plan of the Community Action Organization of Western Ny · $7M · 422 · 52nd

  • PART $7M
  • TYPE 422
  • NET 52nd
  • BOOK Other
  • VS-ST near Robert C. Byrd 403(b) DC Plan
  • BOY ind #10169

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 of the Community Action Organization of Western Ny in the asset neighbourhood

403(b) Thrift Plan of Senior Resources of West Michigan403(b) Thrift Plan of Senior…$7M403(b) Thrift Plan of the Community Action Organization of Western Ny403(b) Thrift Plan of the Co…$7MRobert C. Byrd 403(b) DC Plan$7MAmmonoosuc Community Health Services 403(b) PlanAmmonoosuc Community Health …$7MThe Briarwood School Tda Plan$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of the Community Action Organization of Western Ny and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Community Action Organization of Western New York, Inc years around the 2023 move

Sponsor-wide plan assets over time

All The Community Action Organization of Western New York, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 2.038888387353128% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M 202220232024 $12.1M $12.4M ▲ +2.1%
Year Plans Participants Total Assets
2022 2 825 $12M
2023 2 454 $13M
2024 2 437 $12M

2023 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$830K
Employer EIN160911473
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

403(b) Thrift Plan of the Community Action Organization of Western Ny vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of the Community Action Organization of Western Ny, Total assets ($B): 0.007405455 · Participants: 422403(b) Thrift Plan of the Community Action Organization of Western NyNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
403(b) Thrift Plan of the Community Action Organization of Western Ny vs. nearby Other plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of the Community Action Organization of Western Ny side-by-side with 3 peers →

403(b) Thrift Plan of the Community Action Organization of Western Ny's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Robert C. Byrd 403(b) DC Plan in WV ($7M); by covered participants it is Brethren Village 403(b) Retirement Program in PA (422 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (422 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 403(b) Thrift Plan of the Community Action Organization of Western Ny assets move in 2023? ▼
403(b) Thrift Plan of the Community Action Organization of Western Ny grew at a solid clip - up 12.6% during 2023, from $7M to $7M. Reported net income was $830K.
How have The Community Action Organization of Western New York, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Community Action Organization of Western New York, Inc's sponsor-wide assets grew 2.0%, from $12M to $12M.
Which Other plans are similar in size to 403(b) Thrift Plan of the Community Action Organization of Western Ny? ▼
Among Other plans in other states, the closest by assets is Robert C. Byrd 403(b) DC Plan in WV ($7M, 59 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of the Community Action Organization of Western Ny? ▼
Among Other plans in other states, the closest by covered participants is Brethren Village 403(b) Retirement Program in PA (422 participants, $9M 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 160911473.

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.