401(k) · DOL Form 5500 · 2024

Community Initiatives 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
486
Participants Below avg headcount
69th
Percentile by assets National rank
$39,458
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives · Sponsored by Community Initiatives · California · Healthcare & Social Assistance

$19M in assets, 486 participants

Community Initiatives's Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives reported $19M in total assets and 486 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,542 in Healthcare & Social Assistance (16,916 peers)

Community Initiatives multi-year trail

Community Initiatives's plans moved +87.4% in assets from 2022 to 2024; this filing shows Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives at $19M / 486 participants.

#12,542
in Healthcare & Social Assistance (16,916 peers)
+34.1%
assets growth YoY

Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives's outsized position by total assets

Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives vs every filed plan by assets

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

$19,176,743 Top 31% higher than 69% 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

Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives 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. Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives sits mid-pack in the medium band (486 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives reported participants rose from 276 in the plan year 2023 filing to 486 in the plan year 2024 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives end-of-year assets rose from $14M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943255070 · Community Initiatives PY 2024 · 401(k)

Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives · $19M · 486 · 69th

  • IND $19M
  • IND 486
  • IND 69th
  • IND 401(k)
  • IND near Amur Equipment Finance Inc. 401(k) Plan
  • IND ind #12542

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 California →

Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives in the asset neighbourhood

Safe-Harbor 401(k) Profit Sharing Plan of Community InitiativesSafe-Harbor 401(k) Profit Sh…$19MAmur Equipment Finance Inc. 401(k) PlanAmur Equipment Finance Inc. …$19MSouthern Newspapers, Inc. Employees' 401(k) PlanSouthern Newspapers, Inc. Em…$19MEdwards, Inc. Savings Plus PlanEdwards, Inc. Savings Plus P…$19MNixon Power Services 401(k) PlanNixon Power Services 401(k) …$19M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Community Initiatives multi-year asset trail

Sponsor-wide plan assets over time

All Community Initiatives plans reported in each filing year

Latest sponsor-wide plan assets
$19M 87.35733803441083% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.2M $19.2M ▲ +87.3%
Year Plans Participants Total Assets
2022 1 240 $10M
2023 1 276 $14M
2024 1 486 $19M

Community Initiatives filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN943255070
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives, Total assets ($B): 0.019176743 · Participants: 486Safe-Harbor 401(k) Profit Sharing Plan of Community InitiativesGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives vs. nearby 401(k) plans in California, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Amur Equipment Finance Inc. 401(k) Plan in NE ($19M); by covered participants it is Tampa Bay Rays 401(k) Plan in FL (486 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (486 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 Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives assets move in 2024? ▼
Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives surged - up 34.1% during 2024, from $14M to $19M. Reported net income was $5M.
How have Community Initiatives plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Initiatives's sponsor-wide assets grew 87.4%, from $10M to $19M.
Which 401(k) plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives? ▼
Among 401(k) plans in other states, the closest by assets is Amur Equipment Finance Inc. 401(k) Plan in NE ($19M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan of Community Initiatives? ▼
Among 401(k) plans in other states, the closest by covered participants is Tampa Bay Rays 401(k) Plan in FL (486 participants, $61M in assets).

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 943255070.

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.