Other · DOL Form 5500 · 2023

Community Access Services Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
159
Participants Small participant base
35th
Percentile by assets National rank
$18,139
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Community Access Services · Sponsored by Community Access Services · Oregon · Healthcare & Social Assistance

$3M in assets, 159 participants

Community Access Services's 403(b) Thrift Plan for Community Access Services reported $3M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,347 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oregon

403(b) Thrift Plan for Community Access Services covers 159 participants in Oregon, about 36% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#6,347
in Healthcare & Social Assistance (17,684 peers)
+26.3%
assets growth YoY

403(b) Thrift Plan for Community Access Services's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Community Access Services vs every filed plan by assets

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

$2,884,098 35th percentile higher than 35% 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 Community Access Services 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. 403(b) Thrift Plan for Community Access Services sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Community Access Services reported net income rose from $18K in the plan year 2022 filing to $600K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Community Access Services end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 931146666 · Community Access Services PY 2023 · Other

403(b) Thrift Plan for Community Access Services · $3M · 159 · 35th

  • RANK $3M
  • PHOTO 159
  • IND 35th
  • EOY Other
  • 5500 near Wayne Center 403(b)Tda Plan
  • ASSETS ind #6347

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 →

403(b) Thrift Plan for Community Access Services in the asset neighbourhood

Homes for Kids Retirement PlanHomes for Kids Retirement Pl…$3MDorcas International Institute of Rhode Island 403(b) Retirement PlanDorcas International Institu…$3MWayne Center 403(b)Tda Plan$3M403(b) Thrift Plan for Community Access Services403(b) Thrift Plan for Commu…$3MCrystal Springs, Inc. 403(b) Retirement PlanCrystal Springs, Inc. 403(b)…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan for Community Access Services and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$600K
Employer EIN931146666
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Access Services)

Sponsor-wide plan assets over time

All Community Access Services plans reported in each filing year

Latest sponsor-wide plan assets
$4M 54.97784002525313% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.28M $3.54M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 158 $2M
2023 1 159 $3M
2024 1 179 $4M

Nearby Other Plans in Oregon

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

403(b) Thrift Plan for Community Access Services vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants 403(b) Thrift Plan for Community Access Services, Total assets ($B): 0.002884098 · Participants: 159403(b) Thrift Plan for Community Access ServicesLegacy 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
403(b) Thrift Plan for Community Access Services vs. nearby Other plans in Oregon, assets vs. participants
Compare 403(b) Thrift Plan for Community Access Services side-by-side with 3 peers →

403(b) Thrift Plan for Community Access Services's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Wayne Center 403(b)Tda Plan in MI ($3M); by covered participants it is New America Foundation 403(b) DC Plan in DC (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Community Access Services assets move in 2023? ▼
403(b) Thrift Plan for Community Access Services grew sharply - up 26.3% during 2023, from $2M to $3M. Reported net income was $600K.
How have Community Access Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Access Services's sponsor-wide assets grew 55.0%, from $2M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan for Community Access Services? ▼
Among Other plans in other states, the closest by assets is Wayne Center 403(b)Tda Plan in MI ($3M, 16 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Community Access Services? ▼
Among Other plans in other states, the closest by covered participants is New America Foundation 403(b) DC Plan in DC (159 participants, $41M 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 931146666.

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.