Other · DOL Form 5500 · 2024
Robert F. Kennedy Community Alliance, Inc. Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 394
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $71,695
- Avg per participant Below avg balance/head
Official DOL plan name: Robert F. Kennedy Community Alliance 403(b) Plan · Sponsored by Robert F. Kennedy Community Alliance, Inc. · Massachusetts · Educational Services
$28M in assets, 394 participants
Robert F. Kennedy Community Alliance, Inc.'s Robert F. Kennedy Community Alliance 403(b) Plan reported $28M in total assets and 394 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,213 in Educational Services (3,638 peers)
Where Robert F. Kennedy Community Alliance 403(b) Plan sits by assets
Robert F. Kennedy Community Alliance 403(b) Plan sits in the top quartile of all filed plans by assets, $28M for 394 participants (~$71,695/participant), up 12.0% in 2024.
- #2,213
- in Educational Services (3,638 peers)
- +12.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Robert F. Kennedy Community Alliance 403(b) Plan's outsized position by total assets
Robert F. Kennedy Community Alliance 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,247,879 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Robert F. Kennedy Community Alliance 403(b) 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. Robert F. Kennedy Community Alliance 403(b) Plan sits mid-pack in the medium band (394 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert F. Kennedy Community Alliance 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Robert F. Kennedy Community Alliance 403(b) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Robert F. Kennedy Community Alliance 403(b) Plan reported participants fell from 413 in the plan year 2023 filing to 394 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042103834 · Robert F. Kennedy Community Alliance, Inc. PY 2024 · Other
Robert F. Kennedy Community Alliance 403(b) Plan · $28M · 394 · 76th
- EBSA $28M
- EBSA 394
- EBSA 76th
- EBSA Other
- EBSA near The Ellis School Defined Contribution Retirement Plan
- EBSA ind #2213
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 →
Robert F. Kennedy Community Alliance 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 042103834 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert F. Kennedy Community Alliance, Inc.)
Sponsor-wide plan assets over time
All Robert F. Kennedy Community Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 30.343271050565356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 364 | $22M |
| 2023 | 1 | 413 | $25M |
| 2024 | 1 | 394 | $28M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Robert F. Kennedy Community Alliance 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Ellis School Defined Contribution Retirement Plan in PA ($28M); by covered participants it is Baltimore Medical System, Inc. Tax Sheltered Annuity Plan in MD (394 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (394 participants); asset peers above are excluded.
- Baltimore Medical System, Inc. Tax Sheltered Annuity Plan (MD) 394 · 0 off
- Animal Medical Center 403(b) Tax Sheltered Annuity Plan (NY) 394 · 0 off
- Casey Family Programs 403(b) Plan (WA) 393 · 1 off
- Vanderheyden Hall Employee 403(b) Plan (NY) 395 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.