Money Purchase · DOL Form 5500 · 2024

Community Action Partnership of Kern Money Purchase Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
806
Participants Near avg headcount
77th
Percentile by assets National rank
$36,208
Avg per participant Low balance/head
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Official DOL plan name: Community Action Partnership of Kern 401a Plan · Sponsored by Community Action Partnership of Kern · California · Healthcare & Social Assistance

$29M in assets, 806 participants

Community Action Partnership of Kern's Community Action Partnership of Kern 401a Plan reported $29M in total assets and 806 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,589 in Healthcare & Social Assistance (16,916 peers)

Where Community Action Partnership of Kern 401a Plan sits by assets

Community Action Partnership of Kern 401a Plan sits in the top quartile of all filed plans by assets, $29M for 806 participants (~$36,208/participant), up 12.2% in 2024.

#13,589
in Healthcare & Social Assistance (16,916 peers)
+12.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Community Action Partnership of Kern 401a Plan's outsized position by total assets

Community Action Partnership of Kern 401a Plan vs every filed plan by assets

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

$29,183,758 Top 23% higher than 77% 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

Community Action Partnership of Kern 401a 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. Community Action Partnership of Kern 401a Plan sits mid-pack in the medium band (806 participants).

Form 5500 schedule snapshot

Filing strip 952402760 · Community Action Partnership of Kern PY 2024 · Money Purchase

Community Action Partnership of Kern 401a Plan · $29M · 806 · 77th

  • VS-ST $29M
  • VS-ST 806
  • VS-ST 77th
  • VS-ST Money Purchase
  • VS-ST near The Pga of America Employees Retirement Plan (a Money Purchase Plan)
  • VS-ST ind #13589

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 →

Community Action Partnership of Kern 401a Plan in the asset neighbourhood

Local No. 661 Retirement Plan$30MIBEW Local Union 573 Profit Sharing Plan and TrustIBEW Local Union 573 Profit …$29MThe New England Center for Children, Inc. Target Benefit PlanThe New England Center for C…$29MCommunity Action Partnership of Kern 401a PlanCommunity Action Partnership…$29MThe Pga of America Employees Retirement Plan (a Money Purchase Plan)The Pga of America Employees…$29M
End-of-year total assets ($M) among Community Action Partnership of Kern 401a Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN952402760
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Partnership of Kern)

Sponsor-wide plan assets over time

All Community Action Partnership of Kern plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.27423483886191% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.2M $40.5M ▲ +34.3%
Year Plans Participants Total Assets
2022 2 1,653 $30M
2023 2 1,653 $35M
2024 2 1,739 $41M

Nearby Money Purchase Plans in California

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

Community Action Partnership of Kern 401a Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Community Action Partnership of Kern 401a Plan, Total assets ($B): 0.029183758 · Participants: 806Community Action Partnership of Kern 401a PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Community Action Partnership of Kern 401a Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Community Action Partnership of Kern 401a Plan side-by-side with 3 peers →

Community Action Partnership of Kern 401a Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is The Pga of America Employees Retirement Plan (a Money Purchase Plan) in TX ($29M); by covered participants it is Central Iowa Carpenters Money Purchase Plan in MN (811 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (806 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 Community Action Partnership of Kern 401a Plan assets move in 2024? ▼
Community Action Partnership of Kern 401a Plan grew at a solid clip - up 12.2% during 2024, from $26M to $29M. Reported net income was $3M.
How have Community Action Partnership of Kern plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Action Partnership of Kern's sponsor-wide assets grew 34.3%, from $30M to $41M.
Where does Community Action Partnership of Kern 401a Plan rank by assets among Form 5500 filers? ▼
Community Action Partnership of Kern 401a Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Community Action Partnership of Kern 401a Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Pga of America Employees Retirement Plan (a Money Purchase Plan) in TX ($29M, 434 participants).
Which Money Purchase plans cover a similar participant headcount to Community Action Partnership of Kern 401a Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Central Iowa Carpenters Money Purchase Plan in MN (811 participants, $132M 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 952402760.

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.