Profit Sharing · DOL Form 5500 · 2023
The Caring Coalition of Central New York Profit Sharing Plan
Data updated 2026-08-11
- $9M
- Total assets
- 157
- Participants
- 57th
- Percentile by assets
- $58,825
- Avg per participant
Official DOL plan name: The Caring Coalition of Central New York Tax Deferred Annuity Plan · Sponsored by The Caring Coalition of Central New York · New York · Healthcare & Social Assistance
$9M in assets, 157 participants
The Caring Coalition of Central New York's The Caring Coalition of Central New York Tax Deferred Annuity Plan reported $9M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 127,072 plans)
- #11,058 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
The Caring Coalition of Central New York Tax Deferred Annuity Plan covers 157 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $9M.
- $9M
- total plan assets (2023 EOY)
- 157
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $58,825
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Caring Coalition of Central New York Tax Deferred Annuity Plan reported net income rose from -$958K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Caring Coalition of Central New York Tax Deferred Annuity Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- The Caring Coalition of Central New York Tax Deferred Annuity Plan reported participants rose from 136 in the plan year 2022 filing to 157 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Caring Coalition of Central New York Tax Deferred Annuity Plan reports 157 participants - about 20% of that state average ($9M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 161047041 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Caring Coalition of Central New York)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $8M |
| 2023 | 1 | 157 | $9M |
| 2024 | 1 | 118 | $9M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Caring Coalition of Central New York Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Caring Coalition of Central New York Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did The Caring Coalition of Central New York Tax Deferred Annuity Plan assets move in 2023? ▼
How have The Caring Coalition of Central New York plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to The Caring Coalition of Central New York Tax Deferred Annuity Plan? ▼
Next read for The Caring Coalition of Central New York…
Filing takeaways
Ways to act on The Caring Coalition of Central New York Tax Deferred Annuity Plan's numbers.
- By total assets, The Caring Coalition of Central New York Tax Deferred Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- The Caring Coalition of Central New York's sponsor-wide assets have grown 21.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans