401(k) · DOL Form 5500 · 2024

Chautauqua Opportunities, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
238
Participants Below avg headcount
44th
Percentile by assets National rank
$23,584
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. · Sponsored by Chautauqua Opportunities, Inc. · New York · Healthcare & Social Assistance

$6M in assets, 238 participants

Chautauqua Opportunities, Inc.'s 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. reported $6M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,034 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. covers 238 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $6M.

#8,034
in Healthcare & Social Assistance (16,916 peers)
+15.3%
assets growth YoY

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. vs every filed plan by assets

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

$5,612,925 44th percentile higher than 44% 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

403(b) Thrift Plan for Employees of Chautauqua Opportunities, 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 Chautauqua Opportunities, Inc. sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. reported net income rose from $561K in the plan year 2023 filing to $747K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. reported participants rose from 182 in the plan year 2023 filing to 238 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 160905222 · Chautauqua Opportunities, Inc. PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. · $6M · 238 · 44th

  • VS-ST $6M
  • BOY 238
  • SCH 44th
  • EBSA 401(k)
  • PART near Crestone Services Group 401(k) Plan
  • TYPE ind #8034

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 New York →

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.403(b) Thrift Plan for Emplo…$6MCrestone Services Group 401(k) PlanCrestone Services Group 401(…$6MRiverside Dental Group and Dental Associate Offices 401(k) PlanRiverside Dental Group and D…$6MThe Kinamed, Inc. 401(k) Profit Sharing Plan and TrustThe Kinamed, Inc. 401(k) Pro…$6MJ Masterson Construction, Inc. 401(k) Profit Sharing PlanJ Masterson Construction, In…$6M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$747K
Employer EIN160905222
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chautauqua Opportunities, Inc.)

Sponsor-wide plan assets over time

All Chautauqua Opportunities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.37426484934638% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.31M $5.61M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 187 $4M
2023 1 182 $5M
2024 1 238 $6M

Nearby 401(k) Plans in New York

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

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc., Total assets ($B): 0.005612925 · Participants: 238403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Crestone Services Group 401(k) Plan in CO ($6M); by covered participants it is Prevailing Multiple Employer Plan in PA (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. assets move in 2024? ▼
403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc. grew sharply - up 15.3% during 2024, from $5M to $6M. Reported net income was $747K.
How have Chautauqua Opportunities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chautauqua Opportunities, Inc.'s sponsor-wide assets grew 30.4%, from $4M to $6M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Crestone Services Group 401(k) Plan in CO ($6M, 350 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Chautauqua Opportunities, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in PA (238 participants, N/A 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 160905222.

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.