Other · DOL Form 5500 · 2024

Community Providers of Adolescent Services, Inc. D/B/a Compass Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
161
Participants Small participant base
50th
Percentile by assets National rank
$47,966
Avg per participant Low balance/head
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Official DOL plan name: Compass Tax Deferred Annuity Plan · Sponsored by Community Providers of Adolescent Services, Inc. D/B/a Compass · Massachusetts · Educational Services

$8M in assets, 161 participants

Community Providers of Adolescent Services, Inc. D/B/a Compass's Compass Tax Deferred Annuity Plan reported $8M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,222 in Educational Services (3,638 peers)

Coverage in Massachusetts

Compass Tax Deferred Annuity Plan covers 161 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#1,222
in Educational Services (3,638 peers)
+19.7%
assets growth YoY

Compass Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

Compass Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,722,509 Top 50% higher than 50% of 123,620 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 2024

Compass Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Tax Deferred Annuity Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Compass Tax Deferred Annuity Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Compass Tax Deferred Annuity Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042539383 · Community Providers of Adolescent Services, Inc. D/B/a Compass PY 2024 · Other

Compass Tax Deferred Annuity Plan · $8M · 161 · 50th

  • 5500 $8M
  • 5500 161
  • 5500 50th
  • 5500 Other
  • 5500 near Third Street Family Health Services Retirement Plan
  • 5500 ind #1222

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 Educational Services retirement plans → · Plans in Massachusetts →

Compass Tax Deferred Annuity Plan in the asset neighbourhood

Soar365 Retirement Plan 403(b)Soar365 Retirement Plan 403(…$8MCompass Tax Deferred Annuity PlanCompass Tax Deferred Annuity…$8MThird Street Family Health Services Retirement PlanThird Street Family Health S…$8MFaith Academy of Mobile Inc. 403b PlanFaith Academy of Mobile Inc.…$8M403b Thrift Plan for Employees of the Arc/Morris County Chapter (Nj), Inc.403b Thrift Plan for Employe…$8M
End-of-year total assets ($M) among Compass Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN042539383
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Providers of Adolescent Services, Inc. D/B/a Compass)

Sponsor-wide plan assets over time

All Community Providers of Adolescent Services, Inc. D/B/a Compass plans reported in each filing year

Latest sponsor-wide plan assets
$11M 43.613302823524585% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.51M $10.8M ▲ +43.5%
Year Plans Participants Total Assets
2022 2 256 $8M
2023 2 276 $9M
2024 2 296 $11M

Nearby Other Plans in Massachusetts

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

Compass Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Compass Tax Deferred Annuity Plan, Total assets ($B): 0.007722509 · Participants: 161Compass Tax Deferred Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Compass Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Compass Tax Deferred Annuity Plan side-by-side with 3 peers →

Compass Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Third Street Family Health Services Retirement Plan in OH ($8M); by covered participants it is Mount Aloysius College Consolidated Retirement Pla in PA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Compass Tax Deferred Annuity Plan assets move in 2024? ▼
Compass Tax Deferred Annuity Plan grew sharply - up 19.7% during 2024, from $6M to $8M. Reported net income was $1M.
How have Community Providers of Adolescent Services, Inc. D/B/a Compass plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Providers of Adolescent Services, Inc. D/B/a Compass's sponsor-wide assets grew 43.6%, from $8M to $11M.
Which Other plans are similar in size to Compass Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Third Street Family Health Services Retirement Plan in OH ($8M, 259 participants).
Which Other plans cover a similar participant headcount to Compass Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Mount Aloysius College Consolidated Retirement Pla in PA (161 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042539383.

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.