Other · DOL Form 5500 · 2023

Community Action Organization Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
358
Participants Below avg headcount
62nd
Percentile by assets National rank
$32,257
Avg per participant Low balance/head
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Official DOL plan name: Community Action Organization 403(b) Retirement Plan · Sponsored by Community Action Organization · Oregon · Healthcare & Social Assistance

$12M in assets, 358 participants

Community Action Organization's Community Action Organization 403(b) Retirement Plan reported $12M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,875 in Healthcare & Social Assistance (17,684 peers)

Community Action Organization multi-year trail

Community Action Organization's plans moved +16.7% in assets from 2022 to 2023; this filing shows Community Action Organization 403(b) Retirement Plan at $12M / 358 participants.

#11,875
in Healthcare & Social Assistance (17,684 peers)
+16.7%
assets growth YoY

Community Action Organization 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Action Organization 403(b) Retirement Plan vs every filed plan by assets

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

$11,548,011 Top 38% higher than 62% 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

Community Action Organization 403(b) Retirement 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. Community Action Organization 403(b) Retirement Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Action Organization 403(b) Retirement Plan reported participants rose from 284 in the plan year 2022 filing to 358 in the plan year 2023 filing.
  • Community Action Organization 403(b) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Community Action Organization 403(b) Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930554941 · Community Action Organization PY 2023 · Other

Community Action Organization 403(b) Retirement Plan · $12M · 358 · 62nd

  • IND $12M
  • IND 358
  • IND 62nd
  • IND Other
  • IND near Radiological Society of North America Tax-Deferred Annuity (Tda) Plan
  • IND ind #11875

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 Oregon →

Community Action Organization 403(b) Retirement Plan in the asset neighbourhood

North Carolina Symphony Society DC PlanNorth Carolina Symphony Soci…$12MRadiological Society of North America Tax-Deferred Annuity (Tda) PlanRadiological Society of Nort…$12MCommunity Action Organization 403(b) Retirement PlanCommunity Action Organizatio…$12MBear Creek School 403b Retirement PlanBear Creek School 403b Retir…$12MNational Collegiate Inventors & Innovators Alliance, Inc. Defined Contribution PlanNational Collegiate Inventor…$12M
End-of-year total assets ($M) among Community Action Organization 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Community Action Organization multi-year asset trail

Sponsor-wide plan assets over time

All Community Action Organization plans reported in each filing year

Latest sponsor-wide plan assets
$12M 16.722940857366986% vs 2022
2023 filing year
$9.5M$10M$10.5M$11M$11.5M$12M 20222023 $9.89M $11.6M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 284 $10M
2023 1 358 $12M

Community Action Organization filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN930554941
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

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

Community Action Organization 403(b) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Community Action Organization 403(b) Retirement Plan, Total assets ($B): 0.011548011 · Participants: 358Community Action Organization 403(b) Retirement PlanLegacy Health 403(b) Plan, Total assets ($B): 1.723877574 · Participants: 14249Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.683735006 · Participants: 5682Asante 403b PlanSt. Charles Health System Retirement Plan, Total assets ($B): 0.624912862 · Participants: 4378St. Charles Health System Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.614620661 · Participants: 6234Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.316078897 · Participants: 789Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Community Action Organization 403(b) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Community Action Organization 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest Other by assets is Radiological Society of North America Tax-Deferred Annuity (Tda) Plan in IL ($12M); by covered participants it is Brian's House 403(b) Plan in PA (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Community Action Organization 403(b) Retirement Plan assets move in 2023? ▼
Community Action Organization 403(b) Retirement Plan grew sharply - up 16.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Community Action Organization plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Community Action Organization's sponsor-wide assets grew 16.7%, from $10M to $12M.
Which Other plans are similar in size to Community Action Organization 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Radiological Society of North America Tax-Deferred Annuity (Tda) Plan in IL ($12M, 102 participants).
Which Other plans cover a similar participant headcount to Community Action Organization 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Brian's House 403(b) Plan in PA (358 participants, $8M 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 930554941.

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.