Other · DOL Form 5500 · 2024

Commission on Accreditation of Rehabilitation Facilities Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
144
Participants Small participant base
55th
Percentile by assets National rank
$67,086
Avg per participant Below avg balance/head
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Official DOL plan name: Carf 403(b) Plan · Sponsored by Commission on Accreditation of Rehabilitation Facilities · Arizona · Other Services

$10M in assets, 144 participants

Commission on Accreditation of Rehabilitation Facilities's Carf 403(b) Plan reported $10M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,709 in Other Services (7,719 peers)

Coverage in Arizona

Carf 403(b) Plan covers 144 participants in Arizona, about 26% of the average Arizona filer (state average ~564 per filing). Assets: $10M.

#5,709
in Other Services (7,719 peers)
+15.0%
assets growth YoY

Carf 403(b) Plan's mid-pack asset rank among Other Services and all filers

Carf 403(b) Plan vs every filed plan by assets

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

$9,660,401 Top 45% higher than 55% 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

Carf 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. Carf 403(b) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carf 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Carf 403(b) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 366149979 · Commission on Accreditation of Rehabilitation Facilities PY 2024 · Other

Carf 403(b) Plan · $10M · 144 · 55th

  • RANK $10M
  • RANK 144
  • RANK 55th
  • RANK Other
  • RANK near Baker College Professional Services 403(b) Plan
  • RANK ind #5709

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 Other Services retirement plans → · Plans in Arizona →

Carf 403(b) Plan in the asset neighbourhood

Carf 403(b) Plan$10MBaker College Professional Services 403(b) PlanBaker College Professional S…$10MEaster Seals Massachusetts 403(b)(7) PlanEaster Seals Massachusetts 4…$10MThe Equity Project Charter School 403(b)Deferred Compensation PlanThe Equity Project Charter S…$10MGuardian Angels 403b Retirement PlanGuardian Angels 403b Retirem…$10M
End-of-year total assets ($M) among Carf 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN366149979
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commission on Accreditation of Rehabilitation Facilities)

Sponsor-wide plan assets over time

All Commission on Accreditation of Rehabilitation Facilities plans reported in each filing year

Latest sponsor-wide plan assets
$39M 30.549919061472952% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.2M $39.4M ▲ +30.6%
Year Plans Participants Total Assets
2022 2 233 $30M
2023 2 249 $35M
2024 2 250 $39M

Nearby Other Plans in Arizona

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

Carf 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Carf 403(b) Plan, Total assets ($B): 0.009660401 · Participants: 144Carf 403(b) PlanHonor Health 403(b) Retirement Security Plan, Total assets ($B): 1.159242046 · Participants: 14781Honor Health 403(b) Retirement Security PlanOperating Engineers Local 428 Annuity Trust Fund, Total assets ($B): 0.313477902 · Participants: 7789Operating Engineers Local 428 Annuity Trust FundEl Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan, Total assets ($B): 0.179629846 · Participants: 1976El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement PlanBanner Health Employees 403(b) Plan, Total assets ($B): 0.172513637 · Participants: 11316Banner Health Employees 403(b) PlanKingman Healthcare, Inc. 403(b) Retirement Plan, Total assets ($B): 0.113715776 · Participants: 1897Kingman Healthcare, Inc. 403(b) Retirement Plan
Carf 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants

Carf 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Arizona, the nearest Other by assets is Baker College Professional Services 403(b) Plan in MI ($10M); by covered participants it is Homesafe 403(b) Retirement Plan in FL (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Carf 403(b) Plan assets move in 2024?
Carf 403(b) Plan grew at a solid clip - up 15.0% during 2024, from $8M to $10M. Reported net income was $1M.
How have Commission on Accreditation of Rehabilitation Facilities plan assets changed over time?
Across 3 plan years on file (2022-2024), Commission on Accreditation of Rehabilitation Facilities's sponsor-wide assets grew 30.5%, from $30M to $39M.
Which Other plans are similar in size to Carf 403(b) Plan?
Among Other plans in other states, the closest by assets is Baker College Professional Services 403(b) Plan in MI ($10M, 892 participants).
Which Other plans cover a similar participant headcount to Carf 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Homesafe 403(b) Retirement Plan in FL (144 participants, $5M in assets).