Profit Sharing · DOL Form 5500 · 2023

Accion Opportunity Fund Community Development Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
147
Participants Small participant base
66th
Percentile by assets National rank
$96,583
Avg per participant Below avg balance/head
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Official DOL plan name: Accion Opportunity Fund Community Development 403(b) Plan · Sponsored by Accion Opportunity Fund Community Development · California · Finance & Insurance

$14M in assets, 147 participants

Accion Opportunity Fund Community Development's Accion Opportunity Fund Community Development 403(b) Plan reported $14M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,541 in Finance & Insurance (8,869 peers)

Coverage in California

Accion Opportunity Fund Community Development 403(b) Plan covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $14M.

#4,541
in Finance & Insurance (8,869 peers)
+21.2%
assets growth YoY

Accion Opportunity Fund Community Development 403(b) Plan's mid-pack asset rank among Finance & Insurance and all filers

Accion Opportunity Fund Community Development 403(b) Plan vs every filed plan by assets

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

$14,197,751 Top 34% higher than 66% 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

Accion Opportunity Fund Community Development 403(b) 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. Accion Opportunity Fund Community Development 403(b) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Accion Opportunity Fund Community Development 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Accion Opportunity Fund Community Development 403(b) Plan reported participants rose from 133 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311719434 · Accion Opportunity Fund Community Development PY 2023 · Profit Sharing

Accion Opportunity Fund Community Development 403(b) Plan · $14M · 147 · 66th

  • TYPE $14M
  • NET 147
  • BOOK 66th
  • VS-ST Profit Sharing
  • BOY near Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr
  • SCH ind #4541

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 Finance & Insurance retirement plans → · Plans in California →

Accion Opportunity Fund Community Development 403(b) Plan in the asset neighbourhood

Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De PrPlan De Beneficios De Retiro…$14MEscambia Community Clinics, Inc. Dba Community Health Northwest Florida Retirement PlanEscambia Community Clinics, …$14MAccion Opportunity Fund Community Development 403(b) PlanAccion Opportunity Fund Comm…$14MBotsford & Goodfellow, Inc. Amended and Restated Profit Sharing PlanBotsford & Goodfellow, Inc. …$14MDallas Neuroscience, P.a. 401(k) Profit Sharing PlanDallas Neuroscience, P.a. 40…$14M
End-of-year total assets ($M) among Accion Opportunity Fund Community Development 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN311719434
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Accion Opportunity Fund Community Development)

Sponsor-wide plan assets over time

All Accion Opportunity Fund Community Development plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.15825583786311% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.7M $16.8M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 133 $12M
2023 1 147 $14M
2024 1 126 $17M

Nearby Profit Sharing Plans in California

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

Accion Opportunity Fund Community Development 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Accion Opportunity Fund Community Development 403(b) Plan, Total assets ($B): 0.014197751 · Participants: 147Accion Opportunity Fund Community Development 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Accion Opportunity Fund Community Development 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Accion Opportunity Fund Community Development 403(b) Plan side-by-side with 3 peers →

Accion Opportunity Fund Community Development 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr in PR ($14M); by covered participants it is First National Bank of Pulaski Profit Sharing Plan in TN (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Accion Opportunity Fund Community Development 403(b) Plan assets move in 2023? ▼
Accion Opportunity Fund Community Development 403(b) Plan grew sharply - up 21.2% during 2023, from $12M to $14M. Reported net income was $2M.
How have Accion Opportunity Fund Community Development plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Accion Opportunity Fund Community Development's sponsor-wide assets grew 43.2%, from $12M to $17M.
Which Profit Sharing plans are similar in size to Accion Opportunity Fund Community Development 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plan De Beneficios De Retiro Para Empleados De La Pontificia Universidad Catolica De Pr in PR ($14M, 479 participants).
Which Profit Sharing plans cover a similar participant headcount to Accion Opportunity Fund Community Development 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First National Bank of Pulaski Profit Sharing Plan in TN (147 participants, $35M 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 311719434.

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.