Other · DOL Form 5500 · 2023
Council of Three Rivers American Indian Center, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $42,730
- Avg per participant Low balance/head
Official DOL plan name: Cotraic 403(b) Plan · Sponsored by Council of Three Rivers American Indian Center, Inc. · Pennsylvania · Other Services
$7M in assets, 173 participants
Council of Three Rivers American Indian Center, Inc.'s Cotraic 403(b) Plan reported $7M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,645 in Other Services (7,857 peers)
Coverage in Pennsylvania
Cotraic 403(b) Plan covers 173 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.
- #5,645
- in Other Services (7,857 peers)
- +10.2%
- assets growth YoY
Cotraic 403(b) Plan's mid-pack asset rank among Other Services and all filers
Cotraic 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,392,289 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cotraic 403(b) Plan 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. Cotraic 403(b) Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cotraic 403(b) Plan reported net income rose from $482K in the plan year 2022 filing to $686K in the plan year 2023 filing.
- Cotraic 403(b) Plan reported participants rose from 146 in the plan year 2022 filing to 173 in the plan year 2023 filing.
- Cotraic 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
DOL schedule card
Filing strip 237176642 · Council of Three Rivers American Indian Center, Inc. PY 2023 · Other
Cotraic 403(b) Plan · $7M · 173 · 52nd
- SCH $7M
- EBSA 173
- PART 52nd
- TYPE Other
- NET near The Briarwood School Tda Plan
- BOOK ind #5645
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 Other Services retirement plans → · Plans in Pennsylvania →
Cotraic 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $686K |
| Employer EIN | 237176642 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Council of Three Rivers American Indian Center, Inc.)
Sponsor-wide plan assets over time
All Council of Three Rivers American Indian Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 18.82759344612713% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 146 | $7M |
| 2023 | 1 | 173 | $7M |
| 2024 | 1 | 172 | $8M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Cotraic 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Briarwood School Tda Plan in TX ($7M); by covered participants it is Srht 403(b) Plan in CA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Srht 403(b) Plan (CA) 173 · 0 off
- Kentucky Country Day School 403(b) DC Plan (KY) 173 · 0 off
- Southern Environmental Law Center Retirement & Employee Savings Plan (VA) 173 · 0 off
- Henry Viscardi School Defined Contribution Plan (NY) 173 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.