Other · DOL Form 5500 · 2023

Community Seniorserv, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
74
Participants Small participant base
33rd
Percentile by assets National rank
$33,560
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Community Seniorserv, Inc · Sponsored by Community Seniorserv, Inc. · California · Healthcare & Social Assistance

$2M in assets, 74 participants

Community Seniorserv, Inc.'s 403(b) Thrift Plan of Community Seniorserv, Inc reported $2M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,810 in Healthcare & Social Assistance (17,684 peers)

Community Seniorserv, Inc. multi-year trail

Community Seniorserv, Inc.'s plans moved +41.9% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Community Seniorserv, Inc at $2M / 74 participants.

#5,810
in Healthcare & Social Assistance (17,684 peers)
+29.9%
assets growth YoY

403(b) Thrift Plan of Community Seniorserv, Inc among the smaller filed plans by assets

403(b) Thrift Plan of Community Seniorserv, Inc vs every filed plan by assets

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

$2,483,421 33rd percentile higher than 33% 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

403(b) Thrift Plan of Community Seniorserv, Inc among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Community Seniorserv, Inc is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Community Seniorserv, Inc reported net income rose from $122K in the plan year 2022 filing to $572K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Community Seniorserv, Inc end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952771715 · Community Seniorserv, Inc. PY 2023 · Other

403(b) Thrift Plan of Community Seniorserv, Inc · $2M · 74 · 33rd

  • BOOK $2M
  • VS-ST 74
  • BOY 33rd
  • SCH Other
  • EBSA near James H Walker Keogh Plan
  • PART ind #5810

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 California →

403(b) Thrift Plan of Community Seniorserv, Inc in the asset neighbourhood

403(b) Thrift Plan of Community Seniorserv, Inc403(b) Thrift Plan of Commun…$2MJames H Walker Keogh Plan$2ME John Gavras Center Ucpa of Cayuga CountyE John Gavras Center Ucpa of…$2MHealth Care Partners of South Carolina, Inc. 403(b) PlanHealth Care Partners of Sout…$2MJoe & Charles Bevering Corporation Profit Sharing Plan and TrustJoe & Charles Bevering Corpo…$2M
End-of-year total assets ($M) among 403(b) Thrift Plan of Community Seniorserv, Inc and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Community Seniorserv, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Community Seniorserv, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.90566111757706% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.91M $2.71M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 74 $2M
2023 1 74 $2M
2024 1 107 $3M

Community Seniorserv, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$572K
Employer EIN952771715
Plan Effective Date2008-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

403(b) Thrift Plan of Community Seniorserv, Inc vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Community Seniorserv, Inc, Total assets ($B): 0.002483421 · Participants: 74403(b) Thrift Plan of Community Seniorserv, IncStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
403(b) Thrift Plan of Community Seniorserv, Inc vs. nearby Other plans in California, assets vs. participants
Compare 403(b) Thrift Plan of Community Seniorserv, Inc side-by-side with 3 peers →

403(b) Thrift Plan of Community Seniorserv, Inc's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is James H Walker Keogh Plan in MS ($2M); by covered participants it is Appalachian Trail Conservancy 403(b) Retirement Plan in WV (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 403(b) Thrift Plan of Community Seniorserv, Inc assets move in 2023? ▼
403(b) Thrift Plan of Community Seniorserv, Inc grew sharply - up 29.9% during 2023, from $2M to $2M. Reported net income was $572K.
How have Community Seniorserv, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Seniorserv, Inc.'s sponsor-wide assets grew 41.9%, from $2M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan of Community Seniorserv, Inc? ▼
Among Other plans in other states, the closest by assets is James H Walker Keogh Plan in MS ($2M, N/A participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Community Seniorserv, Inc? ▼
Among Other plans in other states, the closest by covered participants is Appalachian Trail Conservancy 403(b) Retirement Plan in WV (74 participants, $9M 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 952771715.

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.