Other · DOL Form 5500 · 2023

A Community of Friends Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
89
Participants Small participant base
45th
Percentile by assets National rank
$58,019
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Employee Benefit Plan of a Community of Friends · Sponsored by A Community of Friends · California · Other Services

$5M in assets, 89 participants

A Community of Friends's Employee Benefit Plan of a Community of Friends reported $5M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,202 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Employee Benefit Plan of a Community of Friends ranks #5,202 of 7,857 2023 filers by assets (389% of the sector average)-$5M for 89 participants.

#5,202
in Other Services (7,857 peers)
-1.0%
assets change YoY

The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefit Plan of a Community of Friends's mid-pack asset rank among Other Services and all filers

Employee Benefit Plan of a Community of Friends vs every filed plan by assets

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

$5,163,692 45th percentile higher than 45% 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

Employee Benefit Plan of a Community of Friends among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of a Community of Friends is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of a Community of Friends reported net income fell from $725K in the plan year 2022 filing to -$51K in the plan year 2023 filing.
  • Employee Benefit Plan of a Community of Friends reported participants rose from 76 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954203106 · A Community of Friends PY 2023 · Other

Employee Benefit Plan of a Community of Friends · $5M · 89 · 45th

  • ASSETS $5M
  • ASSETS 89
  • ASSETS 45th
  • ASSETS Other
  • ASSETS near Brookgreen Gardens Retirement Plan 403b Annuity Plan
  • ASSETS ind #5202

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 Other Services retirement plans → · Plans in California →

Employee Benefit Plan of a Community of Friends in the asset neighbourhood

Brookgreen Gardens Retirement Plan 403b Annuity PlanBrookgreen Gardens Retiremen…$5M403(b) Thrift Plan for Employees of Holy Angels Residential Facility403(b) Thrift Plan for Emplo…$5MRoad to Responsibility, Inc. 403(b) PlanRoad to Responsibility, Inc.…$5MEmployee Benefit Plan of a Community of FriendsEmployee Benefit Plan of a C…$5M403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc.403(b) Thrift Plan of Hospic…$5M
End-of-year total assets ($M) among Employee Benefit Plan of a Community of Friends and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$51K
Employer EIN954203106
Plan Effective Date2001-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A Community of Friends)

Sponsor-wide plan assets over time

All A Community of Friends plans reported in each filing year

Latest sponsor-wide plan assets
$6M 14.184809833326556% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.21M $5.95M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 76 $5M
2023 1 89 $5M
2024 1 100 $6M

Nearby Other Plans in California

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

Employee Benefit Plan of a Community of Friends vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Employee Benefit Plan of a Community of Friends, Total assets ($B): 0.005163692 · Participants: 89Employee Benefit Plan of a Community of FriendsStanford 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
Employee Benefit Plan of a Community of Friends vs. nearby Other plans in California, assets vs. participants
Compare Employee Benefit Plan of a Community of Friends side-by-side with 3 peers →

Employee Benefit Plan of a Community of Friends's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Brookgreen Gardens Retirement Plan 403b Annuity Plan in SC ($5M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Employee Benefit Plan of a Community of Friends assets move in 2023? ▼
Employee Benefit Plan of a Community of Friends held essentially flat - down 1.0% during 2023, from $5M to $5M. Reported net income was -$51K.
How have A Community of Friends plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A Community of Friends's sponsor-wide assets grew 14.2%, from $5M to $6M.
Which Other plans are similar in size to Employee Benefit Plan of a Community of Friends? ▼
Among Other plans in other states, the closest by assets is Brookgreen Gardens Retirement Plan 403b Annuity Plan in SC ($5M, 139 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of a Community of Friends? ▼
Among Other plans in other states, the closest by covered participants is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants, $5M 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 954203106.

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.