Other · DOL Form 5500 · 2024

Community Action, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
143
Participants Small participant base
56th
Percentile by assets National rank
$71,156
Avg per participant Below avg balance/head
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Official DOL plan name: Community Action, Inc. Tax Sheltered Annuity Plan · Sponsored by Community Action, Inc. · Massachusetts · Healthcare & Social Assistance

$10M in assets, 143 participants

Community Action, Inc.'s Community Action, Inc. Tax Sheltered Annuity Plan reported $10M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,427 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Community Action, Inc. Tax Sheltered Annuity Plan covers 143 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#10,427
in Healthcare & Social Assistance (16,916 peers)
+11.4%
assets growth YoY

Community Action, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Action, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$10,175,280 Top 44% higher than 56% 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

Community Action, Inc. Tax Sheltered 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. Community Action, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community Action, Inc. Tax Sheltered Annuity Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Community Action, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Community Action, Inc. Tax Sheltered Annuity Plan reported participants rose from 141 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042383153 · Community Action, Inc. PY 2024 · Other

Community Action, Inc. Tax Sheltered Annuity Plan · $10M · 143 · 56th

  • ASSETS $10M
  • PCT 143
  • EIN 56th
  • RANK Other
  • PHOTO near Kentucky Wesleyan College DC Retirement Plan
  • IND ind #10427

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 Massachusetts →

Community Action, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Community Action, Inc. Tax Sheltered Annuity PlanCommunity Action, Inc. Tax S…$10MKentucky Wesleyan College DC Retirement PlanKentucky Wesleyan College DC…$10MCesar Chavez Public Charter Schools for Public Policy 403(b) PlanCesar Chavez Public Charter …$10MSibley Memorial Hospital 403(b) PlanSibley Memorial Hospital 403…$10MMid Florida Community Services, Inc. 403(b)Mid Florida Community Servic…$10M
End-of-year total assets ($M) among Community Action, Inc. Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN042383153
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action, Inc.)

Sponsor-wide plan assets over time

All Community Action, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.667572984119126% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.91M $10.2M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 127 $8M
2023 1 141 $9M
2024 1 143 $10M

Nearby Other Plans in Massachusetts

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

Community Action, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Community Action, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.01017528 · Participants: 143Community Action, Inc. Tax Sheltered 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
Community Action, Inc. Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Community Action, Inc. Tax Sheltered Annuity Plan side-by-side with 3 peers →

Community Action, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Kentucky Wesleyan College DC Retirement Plan in KY ($10M); by covered participants it is National Conference of Bar Examiners 403(b) Plan in WI (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Community Action, Inc. Tax Sheltered Annuity Plan assets move in 2024? ▼
Community Action, Inc. Tax Sheltered Annuity Plan grew at a solid clip - up 11.4% during 2024, from $9M to $10M. Reported net income was $1M.
How have Community Action, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action, Inc.'s sponsor-wide assets grew 28.7%, from $8M to $10M.
Which Other plans are similar in size to Community Action, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Kentucky Wesleyan College DC Retirement Plan in KY ($10M, 123 participants).
Which Other plans cover a similar participant headcount to Community Action, Inc. Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is National Conference of Bar Examiners 403(b) Plan in WI (143 participants, $27M 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 042383153.

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.