Profit Sharing · DOL Form 5500 · 2024

Coordinated Care Services, Inc Profit Sharing Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
448
Participants Below avg headcount
77th
Percentile by assets National rank
$67,603
Avg per participant Below avg balance/head
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Official DOL plan name: Ccsi 403(b) Retirement Plan · Sponsored by Coordinated Care Services, Inc · New York · Professional & Technical Services

$30M in assets, 448 participants

Coordinated Care Services, Inc's Ccsi 403(b) Retirement Plan reported $30M in total assets and 448 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.

  • #15,627 in Professional & Technical Services (20,173 peers)

Where Ccsi 403(b) Retirement Plan sits by assets

Ccsi 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 448 participants (~$67,603/participant), up 4.6% in 2024.

#15,627
in Professional & Technical Services (20,173 peers)
+4.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ccsi 403(b) Retirement Plan's outsized position by total assets

Ccsi 403(b) Retirement Plan vs every filed plan by assets

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

$30,285,973 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

Ccsi 403(b) Retirement 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. Ccsi 403(b) Retirement Plan sits mid-pack in the medium band (448 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ccsi 403(b) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ccsi 403(b) Retirement Plan reported participants fell from 503 in the plan year 2023 filing to 448 in the plan year 2024 filing.
  • Ccsi 403(b) Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222573042 · Coordinated Care Services, Inc PY 2024 · Profit Sharing

Ccsi 403(b) Retirement Plan · $30M · 448 · 77th

  • EOY $30M
  • EOY 448
  • EOY 77th
  • EOY Profit Sharing
  • EOY near The Promptcare Companies, Inc. 401(k) Plan
  • EOY ind #15627

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 Professional & Technical Services retirement plans → · Plans in New York →

Ccsi 403(b) Retirement Plan in the asset neighbourhood

Medtec LLC 401(k) Retirement PlanMedtec LLC 401(k) Retirement…$30MCcsi 403(b) Retirement Plan$30MThe Promptcare Companies, Inc. 401(k) PlanThe Promptcare Companies, In…$30MFiduciary Services Group 401(k) PlanFiduciary Services Group 401…$30MBelhaven University 403(b) PlanBelhaven University 403(b) P…$30M
End-of-year total assets ($M) among Ccsi 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$1M
Employer EIN222573042
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coordinated Care Services, Inc)

Sponsor-wide plan assets over time

All Coordinated Care Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$30M 21.735374970491623% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.9M $30.3M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 502 $25M
2023 1 503 $29M
2024 1 448 $30M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ccsi 403(b) Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Ccsi 403(b) Retirement Plan, Total assets ($B): 0.030285973 · Participants: 448Ccsi 403(b) Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Ccsi 403(b) Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Ccsi 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is The Promptcare Companies, Inc. 401(k) Plan in NJ ($30M); by covered participants it is Atlantis Healthcare 1165(e) Savings Plan for Union Employees in PR (448 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (448 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 Ccsi 403(b) Retirement Plan assets move in 2024?
Ccsi 403(b) Retirement Plan edged up modestly - up 4.6% during 2024, from $29M to $30M. Reported net income was $1M.
How have Coordinated Care Services, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Coordinated Care Services, Inc's sponsor-wide assets grew 21.7%, from $25M to $30M.
Where does Ccsi 403(b) Retirement Plan rank by assets among Form 5500 filers?
Ccsi 403(b) Retirement 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 Profit Sharing plans are similar in size to Ccsi 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is The Promptcare Companies, Inc. 401(k) Plan in NJ ($30M, 806 participants).
Which Profit Sharing plans cover a similar participant headcount to Ccsi 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Atlantis Healthcare 1165(e) Savings Plan for Union Employees in PR (448 participants, $2M in assets).