Other · DOL Form 5500 · 2024
Carelink Community Support Services, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 325
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $20,643
- Avg per participant Low balance/head
Official DOL plan name: Carelink Community Support Services Employer Contribution Tax Sheltered Annuity · Sponsored by Carelink Community Support Services, Inc. · Pennsylvania · Healthcare & Social Assistance
$7M in assets, 325 participants
Carelink Community Support Services, Inc.'s Carelink Community Support Services Employer Contribution Tax Sheltered Annuity reported $7M in total assets and 325 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,776 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Carelink Community Support Services Employer Contribution Tax Sheltered Annuity covers 325 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.
- #8,776
- in Healthcare & Social Assistance (16,916 peers)
- +15.5%
- assets growth YoY
Carelink Community Support Services Employer Contribution Tax Sheltered Annuity's mid-pack asset rank among Healthcare & Social Assistance and all filers
Carelink Community Support Services Employer Contribution Tax Sheltered Annuity vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,708,940 47th percentile higher than 47% 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
Carelink Community Support Services Employer Contribution Tax Sheltered Annuity 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. Carelink Community Support Services Employer Contribution Tax Sheltered Annuity sits mid-pack in the medium band (325 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carelink Community Support Services Employer Contribution Tax Sheltered Annuity reported net income fell from $1M in the plan year 2023 filing to $900K in the plan year 2024 filing.
- Carelink Community Support Services Employer Contribution Tax Sheltered Annuity end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Carelink Community Support Services Employer Contribution Tax Sheltered Annuity reported participants rose from 320 in the plan year 2023 filing to 325 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231573806 · Carelink Community Support Services, Inc. PY 2024 · Other
Carelink Community Support Services Employer Contribution Tax Sheltered Annuity · $7M · 325 · 47th
- VS-ST $7M
- BOY 325
- SCH 47th
- EBSA Other
- PART near Greater Minnesota Family Services 403(b) Plan
- TYPE ind #8776
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 Pennsylvania →
Carelink Community Support Services Employer Contribution Tax Sheltered Annuity in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $900K |
| Employer EIN | 231573806 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carelink Community Support Services, Inc.)
Sponsor-wide plan assets over time
All Carelink Community Support Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 43.34827296797893% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 331 | $5M |
| 2023 | 1 | 320 | $6M |
| 2024 | 1 | 325 | $7M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Carelink Community Support Services Employer Contribution Tax Sheltered Annuity's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Greater Minnesota Family Services 403(b) Plan in MN ($7M); by covered participants it is Ford Foundation Savings Plan in NY (325 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.
- Ford Foundation Savings Plan (NY) 325 · 0 off
- Neighborhood House, Inc. 403(b) Retirement Plan (WA) 325 · 0 off
- Frontline Service Retirement Plan (OH) 325 · 0 off
- Generationed 403(b) Plan (NC) 325 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.