Other · DOL Form 5500 · 2024
Active Retirement Community Inc. Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 330
- Participants
- 59th
- Percentile by assets
- $35,074
- Avg per participant
Official DOL plan name: Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan · Sponsored by Active Retirement Community Inc. · New York · Healthcare & Social Assistance
$12M in assets, 330 participants
Active Retirement Community Inc.'s Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan reported $12M in total assets and 330 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- 59th percentile by assets (of 123,622 plans)
- #10,868 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan covers 330 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $12M.
- $12M
- total plan assets (2024 EOY)
- 330
- covered participants
- 59th
- percentile by assets (of 123,622 plans)
- $35,074
- avg assets per participant
Where Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan sits by total assets
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,574,497 Top 41% higher than 59% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan reported net income fell from $2M in the plan year 2023 filing to $844K in the plan year 2024 filing.
- Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan reported participants rose from 299 in the plan year 2023 filing to 330 in the plan year 2024 filing.
- Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan reports 330 participants - about 41% of that state average ($12M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $844K |
| Employer EIN | 311631439 |
| Plan Effective Date | 2001-08-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Active Retirement Community Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 251 | $9M |
| 2023 | 1 | 299 | $11M |
| 2024 | 1 | 330 | $12M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Similar-Sized Other Plans Nationally
Other plans in other states closest to Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan by total assets, not by location.
- Youth Advocate Programs, Inc. 403(b) Plan (PA) $12M · 2,233
- 403(b) Thrift Plan for Employees of Enable, Inc. (ND) $12M · 162
- Big Bend Hospice Retirement Plan (FL) $12M · 286
- Indian Health Care 403(b) Plan (OK) $12M · 130
Frequently Asked Questions
How did Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan assets move in 2024? ▼
How have Active Retirement Community Inc. plan assets changed over time? ▼
Which Other plans are similar in size to Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan? ▼
Next read for Active Retirement Community D/B/a Jeffer…
Filing takeaways
Ways to act on Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan's numbers.
- By total assets, Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Active Retirement Community Inc.'s sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans