Profit Sharing · DOL Form 5500 · 2023

Community Living Options Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
158
Participants Small participant base
40th
Percentile by assets National rank
$24,656
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Community Living Options · Sponsored by Community Living Options · Michigan · Healthcare & Social Assistance

$4M in assets, 158 participants

Community Living Options's 403(b) Thrift Plan of Community Living Options reported $4M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,464 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

403(b) Thrift Plan of Community Living Options covers 158 participants in Michigan, about 25% of the average Michigan filer (state average ~638 per filing). Assets: $4M.

#7,464
in Healthcare & Social Assistance (17,684 peers)
+13.0%
assets growth YoY

403(b) Thrift Plan of Community Living Options's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Community Living Options vs every filed plan by assets

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

$3,895,620 40th percentile higher than 40% 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 of Community Living Options 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 of Community Living Options sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Community Living Options reported participants rose from 122 in the plan year 2022 filing to 158 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Community Living Options end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Community Living Options reported net income fell from $510K in the plan year 2022 filing to $447K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382433400 · Community Living Options PY 2023 · Profit Sharing

403(b) Thrift Plan of Community Living Options · $4M · 158 · 40th

  • TYPE $4M
  • TYPE 158
  • TYPE 40th
  • TYPE Profit Sharing
  • TYPE near Narieman a. Nik Md Profit Sharing Plan
  • TYPE ind #7464

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 Michigan →

403(b) Thrift Plan of Community Living Options in the asset neighbourhood

403(b) Thrift Plan of Community Living Options403(b) Thrift Plan of Commun…$4MLindenmuth & Associates, Inc. Profit Sharing PlanLindenmuth & Associates, Inc…$4MNarieman a. Nik Md Profit Sharing PlanNarieman a. Nik Md Profit Sh…$4MGibraltar Orthotics, Inc. Profit Sharing PlanGibraltar Orthotics, Inc. Pr…$4MThe Georgian Press Inc Profit Sharing PlanThe Georgian Press Inc Profi…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Community Living Options and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$447K
Employer EIN382433400
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Living Options)

Sponsor-wide plan assets over time

All Community Living Options plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.054831728594657% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.45M $4.11M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 122 $3M
2023 1 158 $4M
2024 1 156 $4M

Nearby Profit Sharing Plans in Michigan

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

403(b) Thrift Plan of Community Living Options vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants 403(b) Thrift Plan of Community Living Options, Total assets ($B): 0.00389562 · Participants: 158403(b) Thrift Plan of Community Living OptionsHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
403(b) Thrift Plan of Community Living Options vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare 403(b) Thrift Plan of Community Living Options side-by-side with 3 peers →

403(b) Thrift Plan of Community Living Options's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Narieman a. Nik Md Profit Sharing Plan in MD ($4M); by covered participants it is Merchandise Warehouse Co., Inc. 401(k) Ps Plan in IN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 of Community Living Options assets move in 2023? ▼
403(b) Thrift Plan of Community Living Options grew at a solid clip - up 13.0% during 2023, from $3M to $4M. Reported net income was $447K.
How have Community Living Options plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Living Options's sponsor-wide assets grew 19.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to 403(b) Thrift Plan of Community Living Options? ▼
Among Profit Sharing plans in other states, the closest by assets is Narieman a. Nik Md Profit Sharing Plan in MD ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to 403(b) Thrift Plan of Community Living Options? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Merchandise Warehouse Co., Inc. 401(k) Ps Plan in IN (158 participants, N/A 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 382433400.

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.