Other · DOL Form 5500 · 2024

Robert F. Kennedy Community Alliance, Inc. Retirement Plan

Data updated 2026-07-24

$28M
Total assets: 394
Participants: 76th
Percentile by assets: $71,695
Avg per participant

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.

76th percentile by assets (of 116,472 plans)

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.

$28M
total plan assets (2024 EOY): 394
covered participants: 76th
percentile by assets (of 116,472 plans): $71,695
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Educational Services

Robert F. Kennedy Community Alliance 403(b) Plan vs the 2024 asset distribution

By assets, Robert F. Kennedy Community Alliance 403(b) Plan outranks 76% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

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.)

Total plan assets by year, all Robert F. Kennedy Community Alliance, Inc. plans on file

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.

Robert F. Kennedy Community Alliance 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

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

Compare Robert F. Kennedy Community Alliance 403… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Robert F. Kennedy Community Alliance 403(b) Plan by total assets, not by location.

The Ellis School Defined Contribution Retirement Plan (PA) $28M · 126
Corus International Inc. 403b Plan (DC) $28M · 162
St. Hilda's and St. Hugh's School 403(b)Plan (NY) $28M · 55
Cornish College of the Arts 403(b) Plan (WA) $28M · 247

Frequently Asked Questions

How did Robert F. Kennedy Community Alliance 403(b) Plan assets move in 2024? ▼

Robert F. Kennedy Community Alliance 403(b) Plan grew at a solid clip - up 12.0% during 2024, from $25M to $28M. Reported net income was $3M.

How have Robert F. Kennedy Community Alliance, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Robert F. Kennedy Community Alliance, Inc.'s sponsor-wide assets grew 30.3%, from $22M to $28M.

Where does Robert F. Kennedy Community Alliance 403(b) Plan rank by assets among Form 5500 filers? ▼

Robert F. Kennedy Community Alliance 403(b) Plan ranks in the 76th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Robert F. Kennedy Community Alliance 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is The Ellis School Defined Contribution Retirement Plan in PA ($28M, 126 participants).

Next read for Robert F. Kennedy Community Alliance 403…

Scale reading

Ways to act on Robert F. Kennedy Community Alliance 403(b) Plan's numbers.

By total assets, Robert F. Kennedy Community Alliance 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
Robert F. Kennedy Community Alliance, Inc.'s sponsor-wide assets have grown 30.3% since 2022 across 3 plan years on file. More Educational Services plans

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 042103834.

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.