401(k) · DOL Form 5500 · 2024

The Community Development Trust, L.P 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
22
Participants Small participant base
64th
Percentile by assets National rank
$664,327
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Community Development Trust 401(k) Plan · Sponsored by The Community Development Trust, L.P · New York · Real Estate

$15M in assets, 22 participants

The Community Development Trust, L.P's The Community Development Trust 401(k) Plan reported $15M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,672 in Real Estate (4,605 peers)

2024 asset change

The Community Development Trust 401(k) Plan declined sharply 21.5% in 2024 ($19M → $15M) for 22 participants.

#3,672
in Real Estate (4,605 peers)
-21.5%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Community Development Trust 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Community Development Trust 401(k) Plan vs every filed plan by assets

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

$14,615,185 Top 36% higher than 64% 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

The Community Development Trust 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Community Development Trust 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Community Development Trust 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • The Community Development Trust 401(k) Plan end-of-year assets fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • The Community Development Trust 401(k) Plan reported participants fell from 25 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 134033360 · The Community Development Trust, L.P PY 2024 · 401(k)

The Community Development Trust 401(k) Plan · $15M · 22 · 64th

  • RANK $15M
  • RANK 22
  • RANK 64th
  • RANK 401(k)
  • RANK near Don Jacobs Organization Retirement Plan
  • RANK ind #3672

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 Real Estate retirement plans → · Plans in New York →

The Community Development Trust 401(k) Plan in the asset neighbourhood

The Community Development Trust 401(k) PlanThe Community Development Tr…$15MBcts 401(k) Plan$15MSarris Candies, Inc. Profit Sharing 401(k) PlanSarris Candies, Inc. Profit …$15MDon Jacobs Organization Retirement PlanDon Jacobs Organization Reti…$15MBerkshire Corporation 401(k) Savings PlanBerkshire Corporation 401(k)…$15M
End-of-year total assets ($M) among The Community Development Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Community Development Trust, L.P years around the 2024 move

Sponsor-wide plan assets over time

All The Community Development Trust, L.P plans reported in each filing year

Latest sponsor-wide plan assets
$15M 5.90840725905357% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.5M $14.6M ▼ -5.9%
Year Plans Participants Total Assets
2022 1 22 $16M
2023 1 25 $19M
2024 1 22 $15M

2024 asset-move particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN134033360
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Community Development Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Community Development Trust 401(k) Plan, Total assets ($B): 0.014615185 · Participants: 22The Community Development Trust 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Community Development Trust 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Community Development Trust 401(k) Plan side-by-side with 3 peers →

The Community Development Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Don Jacobs Organization Retirement Plan in KY ($15M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 The Community Development Trust 401(k) Plan assets move in 2024? ▼
The Community Development Trust 401(k) Plan declined sharply - down 21.5% during 2024, from $19M to $15M. Reported net income was -$4M.
How have The Community Development Trust, L.P plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Community Development Trust, L.P's sponsor-wide assets declined 5.9%, from $16M to $15M.
Which 401(k) plans are similar in size to The Community Development Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Don Jacobs Organization Retirement Plan in KY ($15M, 163 participants).
Which 401(k) plans cover a similar participant headcount to The Community Development Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A 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 134033360.

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.