Other · DOL Form 5500 · 2024
Active Retirement Community Inc. Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 330
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $35,074
- Avg per participant Low balance/head
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.
- #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.
- #10,868
- in Healthcare & Social Assistance (16,916 peers)
- +7.9%
- assets growth YoY
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
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
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings 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. Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan sits mid-pack in the medium band (330 participants).
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.
EBSA filing schedule strip
Filing strip 311631439 · Active Retirement Community Inc. PY 2024 · Other
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan · $12M · 330 · 59th
- NET $12M
- BOOK 330
- VS-ST 59th
- BOY Other
- SCH near Youth Advocate Programs, Inc. 403(b) Plan
- EBSA ind #10868
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 New York →
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Active Retirement Community Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 30.174325335914965% vs 2022
- 2024 filing year
| 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
Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Youth Advocate Programs, Inc. 403(b) Plan in PA ($12M); by covered participants it is Trout Unlimited Section 403(b) Retirement Plan in VA (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.
- Trout Unlimited Section 403(b) Retirement Plan (VA) 330 · 0 off
- Robert Wood Johnson Foundation Matched Savings Plan (NJ) 330 · 0 off
- Knox College Retirement Plan (IL) 330 · 0 off
- Mount Vernon Presbyterian School, Inc. Retirement Plan (GA) 330 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.