Money Purchase · DOL Form 5500 · 2024
Community Action Partnership of Kern Money Purchase Plan
Data updated 2026-08-11
- $29M
- Total assets
- 806
- Participants
- 77th
- Percentile by assets
- $36,208
- Avg per participant
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.
- 77th percentile by assets (of 123,622 plans)
- #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.
- $29M
- total plan assets (2024 EOY)
- 806
- covered participants
- 77th
- percentile by assets (of 123,622 plans)
- $36,208
- avg assets per participant
Community Action Partnership of Kern 401a Plan vs the 2024 asset distribution
By assets, Community Action Partnership of Kern 401a Plan outranks 77% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 952402760 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action Partnership of Kern)
| 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Community Action Partnership of Kern 401a Plan by total assets, not by location.
Frequently Asked Questions
How did Community Action Partnership of Kern 401a Plan assets move in 2024? ▼
How have Community Action Partnership of Kern plan assets changed over time? ▼
Where does Community Action Partnership of Kern 401a Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Community Action Partnership of Kern 401a Plan? ▼
Next read for Community Action Partnership of Kern 401…
Scale reading
Ways to act on Community Action Partnership of Kern 401a Plan's numbers.
- By total assets, Community Action Partnership of Kern 401a Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Community Action Partnership of Kern's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans