Other · DOL Form 5500 · 2023

Community Action Pioneer Valley, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
277
Participants Below avg headcount
54th
Percentile by assets National rank
$28,660
Avg per participant Low balance/head
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Official DOL plan name: Community Action Retirement Plan · Sponsored by Community Action Pioneer Valley, Inc. · Massachusetts · Healthcare & Social Assistance

$8M in assets, 277 participants

Community Action Pioneer Valley, Inc.'s Community Action Retirement Plan reported $8M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,463 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Community Action Retirement Plan covers 277 participants in Massachusetts, about 42% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#10,463
in Healthcare & Social Assistance (17,684 peers)
+16.2%
assets growth YoY

Community Action Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Action Retirement Plan vs every filed plan by assets

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

$7,938,751 Top 46% higher than 54% 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 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 Retirement Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Action Retirement Plan reported net income rose from $706K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Community Action Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Community Action Retirement Plan reported participants fell from 292 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042384972 · Community Action Pioneer Valley, Inc. PY 2023 · Other

Community Action Retirement Plan · $8M · 277 · 54th

  • SCH $8M
  • EBSA 277
  • PART 54th
  • TYPE Other
  • NET near Vista Life Innovations, Inc. 403(b) Plan
  • BOOK ind #10463

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 Massachusetts →

Community Action Retirement Plan in the asset neighbourhood

Community Action Retirement PlanCommunity Action Retirement …$8MVista Life Innovations, Inc. 403(b) PlanVista Life Innovations, Inc.…$8MThe John F Murphy Homes, Inc. Tax Sheltered Annuity PlanThe John F Murphy Homes, Inc…$8MFrederica Academy 403(b) DC PlanFrederica Academy 403(b) DC …$8MThe Arc of Prince Georges County 403b PlanThe Arc of Prince Georges Co…$8M
End-of-year total assets ($M) among Community Action Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN042384972
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Pioneer Valley, Inc.)

Sponsor-wide plan assets over time

All Community Action Pioneer Valley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.38672018232798% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.83M $9.39M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 292 $7M
2023 1 277 $8M
2024 1 272 $9M

Nearby Other Plans in Massachusetts

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

Community Action Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Community Action Retirement Plan, Total assets ($B): 0.007938751 · Participants: 277Community Action Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Community Action Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Community Action Retirement Plan side-by-side with 3 peers →

Community Action Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Vista Life Innovations, Inc. 403(b) Plan in CT ($8M); by covered participants it is Piedmont Access to Health Services, Inc. 403(b) Plan in VA (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Retirement Plan assets move in 2023? ▼
Community Action Retirement Plan grew sharply - up 16.2% during 2023, from $7M to $8M. Reported net income was $1M.
How have Community Action Pioneer Valley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action Pioneer Valley, Inc.'s sponsor-wide assets grew 37.4%, from $7M to $9M.
Which Other plans are similar in size to Community Action Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Vista Life Innovations, Inc. 403(b) Plan in CT ($8M, 197 participants).
Which Other plans cover a similar participant headcount to Community Action Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Piedmont Access to Health Services, Inc. 403(b) Plan in VA (277 participants, $7M 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 042384972.

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.