401(k) · DOL Form 5500 · 2024
United Cerebral Palsy of Rhode 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 277
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $9,060
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. · Sponsored by United Cerebral Palsy of Rhode · Rhode Island · Healthcare & Social Assistance
$3M in assets, 277 participants
United Cerebral Palsy of Rhode's 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. reported $3M in total assets and 277 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,256 in Healthcare & Social Assistance (16,916 peers)
Coverage in Rhode Island
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. covers 277 participants in Rhode Island, about 19% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $3M.
- #5,256
- in Healthcare & Social Assistance (16,916 peers)
- +18.9%
- assets growth YoY
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. among the smaller filed plans by assets
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,509,621 32nd percentile higher than 32% 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
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. 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. 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. sits mid-pack in the medium band (277 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. reported net income rose from $38K in the plan year 2023 filing to $400K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. reported participants rose from 153 in the plan year 2023 filing to 277 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 050285815 · United Cerebral Palsy of Rhode PY 2024 · 401(k)
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. · $3M · 277 · 32nd
- BOY $3M
- BOY 277
- BOY 32nd
- BOY 401(k)
- BOY near Friendly Chevrolet Co., Inc. 401(k) Profit Sharing Plan
- BOY ind #5256
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 Rhode Island →
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc. in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $400K |
| Employer EIN | 050285815 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Cerebral Palsy of Rhode)
Sponsor-wide plan assets over time
All United Cerebral Palsy of Rhode plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.127193590004097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $2M |
| 2023 | 1 | 153 | $2M |
| 2024 | 1 | 277 | $3M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
403(b) Thrift Plan for Employees of United Cerebral Palsy of Rhode Island, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Friendly Chevrolet Co., Inc. 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Orthowest, P.C. 401(k) Savings Plan in NE (277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (277 participants); asset peers above are excluded.
- Orthowest, P.C. 401(k) Savings Plan (NE) 277 · 0 off
- Centric Health 401(k) Plan (CA) 277 · 0 off
- Finni Health 401(k) Plan (NM) 277 · 0 off
- Akoya Retirement Plan (MA) 277 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.