Other · DOL Form 5500 · 2023

Comunidades Latinas Unidas En Servicio, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
74
Participants Small participant base
34th
Percentile by assets National rank
$35,049
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. · Sponsored by Comunidades Latinas Unidas En Servicio, Inc. · Minnesota · Healthcare & Social Assistance

$3M in assets, 74 participants

Comunidades Latinas Unidas En Servicio, Inc.'s 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. reported $3M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,958 in Healthcare & Social Assistance (17,684 peers)

Comunidades Latinas Unidas En Servicio, Inc. multi-year trail

Comunidades Latinas Unidas En Servicio, Inc.'s plans moved +56.6% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. at $3M / 74 participants.

#5,958
in Healthcare & Social Assistance (17,684 peers)
+34.8%
assets growth YoY

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. vs every filed plan by assets

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

$2,593,636 34th percentile higher than 34% 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 for Employees of Comunidades Latinas Unidas En Servicio,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 for Employees of Comunidades Latinas Unidas En Servicio,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 for Employees of Comunidades Latinas Unidas En Servicio,Inc. reported net income rose from $102K in the plan year 2022 filing to $669K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. reported participants fell from 89 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411386986 · Comunidades Latinas Unidas En Servicio, Inc. PY 2023 · Other

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. · $3M · 74 · 34th

  • EIN $3M
  • EIN 74
  • EIN 34th
  • EIN Other
  • EIN near Huntington Aligned Medical Group, Inc. 401(k) Plan
  • EIN ind #5958

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 Minnesota →

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. in the asset neighbourhood

Gilbert L Urata Dmd$3M403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc.403(b) Thrift Plan for Emplo…$3MHuntington Aligned Medical Group, Inc. 401(k) PlanHuntington Aligned Medical G…$3MAlliance Healthcare Services Employee RetirementAlliance Healthcare Services…$3MAlliance Healthcare Services Employee RetirementAlliance Healthcare Services…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Comunidades Latinas Unidas En Servicio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Comunidades Latinas Unidas En Servicio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.56072134605543% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.92M $3.01M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 89 $2M
2023 1 74 $3M
2024 1 155 $3M

Comunidades Latinas Unidas En Servicio, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$669K
Employer EIN411386986
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc., Total assets ($B): 0.002593636 · Participants: 74403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc.Mayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. vs. nearby Other plans in Minnesota, assets vs. participants

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc.'s out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Huntington Aligned Medical Group, Inc. 401(k) Plan in CA ($3M); 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 for Employees of Comunidades Latinas Unidas En Servicio,Inc. assets move in 2023?
403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc. surged - up 34.8% during 2023, from $2M to $3M. Reported net income was $669K.
How have Comunidades Latinas Unidas En Servicio, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Comunidades Latinas Unidas En Servicio, Inc.'s sponsor-wide assets grew 56.6%, from $2M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,Inc.?
Among Other plans in other states, the closest by assets is Huntington Aligned Medical Group, Inc. 401(k) Plan in CA ($3M, 31 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio,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).