401(k) · DOL Form 5500 · 2024
Community Action of Orleans an 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $31,833
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Community Action of Orleans and Genesee, Inc. · Sponsored by Community Action of Orleans an · New York · Healthcare & Social Assistance
$4M in assets, 140 participants
Community Action of Orleans an's 403(b) Thrift Plan for Employees of Community Action of Orleans and Genesee, Inc. reported $4M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,153 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
403(b) Thrift Plan for Employees of Community Action of Orleans and Genesee, Inc. covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #7,153
- in Healthcare & Social Assistance (16,916 peers)
- +18.2%
- assets growth YoY
403(b) Thrift Plan for Employees of Community Action of Orleans and Genesee, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Community Action of Orleans and Genesee, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,456,643 40th percentile higher than 40% 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 Community Action of Orleans and Genesee, 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 Community Action of Orleans and Genesee, Inc. sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Community Action of Orleans and Genesee, Inc. reported participants rose from 113 in the plan year 2023 filing to 140 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Community Action of Orleans and Genesee, Inc. reported net income rose from $572K in the plan year 2023 filing to $685K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Community Action of Orleans and Genesee, Inc. end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 166059252 · Community Action of Orleans an PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Community Action of Orleans and Genesee, Inc. · $4M · 140 · 40th
- RANK $4M
- RANK 140
- RANK 40th
- RANK 401(k)
- RANK near Hansell Tierney Inc. 401(k) Profit Sharing Plan
- RANK ind #7153
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 Community Action of Orleans and Genesee, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $685K |
| Employer EIN | 166059252 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action of Orleans an)
Sponsor-wide plan assets over time
All Community Action of Orleans an plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 38.94504917558487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $3M |
| 2023 | 1 | 113 | $4M |
| 2024 | 1 | 140 | $4M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
403(b) Thrift Plan for Employees of Community Action of Orleans and Genesee, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Hansell Tierney Inc. 401(k) Profit Sharing Plan in WA ($4M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Conformis, Inc. 401(k) Plan (MA) 140 · 0 off
- Kuehl Enterprises, LLC 401(k) Retirement Plan (KS) 140 · 0 off
- Zink Distributing Company 401(k) Retirement Plan (IN) 140 · 0 off
- Hight Enterprises, Ltd 401(k) Savings Plan (CO) 140 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.