Other · DOL Form 5500 · 2023
Active Retirement Community Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 299
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $35,889
- Avg per participant Low balance/head
Official DOL plan name: Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan · Sponsored by Active Retirement Community Inc. · New York · Healthcare & Social Assistance
$11M in assets, 299 participants
Active Retirement Community Inc.'s Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan reported $11M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,611 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan covers 299 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $11M.
- #11,611
- in Healthcare & Social Assistance (17,684 peers)
- +20.7%
- assets growth YoY
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,730,954 Top 40% higher than 60% 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
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings 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. Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan sits mid-pack in the medium band (299 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan reported net income rose from -$958K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan reported participants rose from 251 in the plan year 2022 filing to 299 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311631439 · Active Retirement Community Inc. PY 2023 · Other
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan · $11M · 299 · 60th
- BOY $11M
- BOY 299
- BOY 60th
- BOY Other
- BOY near Effingham Hospital Tsa Plan
- BOY ind #11611
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 →
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 311631439 |
| Plan Effective Date | 2001-08-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Active Retirement Community Inc.)
Sponsor-wide plan assets over time
All Active Retirement Community Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 30.174325335914965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $9M |
| 2023 | 1 | 299 | $11M |
| 2024 | 1 | 330 | $12M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Effingham Hospital Tsa Plan in GA ($11M); by covered participants it is 403(b) Thrift Plan Indiana Health Centers, Inc. in IN (299 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Effingham Hospital Tsa Plan (GA) $11M · 494
- Lowell Community Health Center 403(b) Plan (MA) $11M · 519
- Ave Maria 403(b) Retirement Plan (FL) $11M · 213
- Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan (VA) $11M · 288
Similar participant headcount
Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.
- 403(b) Thrift Plan Indiana Health Centers, Inc. (IN) 299 · 0 off
- Phelps Memorial Health Center Tax Sheltered Annuity Plan (NE) 299 · 0 off
- Astm Tax Sheltered Savings Plan (PA) 299 · 0 off
- Covenant Woods 403b Retirement Savings Plan (VA) 299 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.