Money Purchase · DOL Form 5500 · 2024

Community, Work and Independence, Inc. Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
179
Participants Small participant base
52nd
Percentile by assets National rank
$46,243
Avg per participant Low balance/head
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Official DOL plan name: Community, Work, and Independence, Inc. Retirement Plan · Sponsored by Community, Work and Independence, Inc. · New York · Other Services

$8M in assets, 179 participants

Community, Work and Independence, Inc.'s Community, Work, and Independence, Inc. Retirement Plan reported $8M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,536 in Other Services (7,719 peers)

Coverage in New York

Community, Work, and Independence, Inc. Retirement Plan covers 179 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $8M.

#5,536
in Other Services (7,719 peers)
+6.4%
assets growth YoY

Community, Work, and Independence, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

Community, Work, and Independence, Inc. Retirement Plan vs every filed plan by assets

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

$8,277,528 Top 48% higher than 52% 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, Work, and Independence, Inc. 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. Community, Work, and Independence, Inc. Retirement Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community, Work, and Independence, Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $498K in the plan year 2024 filing.
  • Community, Work, and Independence, Inc. Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Community, Work, and Independence, Inc. Retirement Plan reported participants rose from 174 in the plan year 2023 filing to 179 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 141470091 · Community, Work and Independence, Inc. PY 2024 · Money Purchase

Community, Work, and Independence, Inc. Retirement Plan · $8M · 179 · 52nd

  • PCT $8M
  • EIN 179
  • RANK 52nd
  • PHOTO Money Purchase
  • IND near Lexington Medical Associates, Inc. Money Purchase Pension Plan
  • EOY ind #5536

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 Other Services retirement plans → · Plans in New York →

Community, Work, and Independence, Inc. Retirement Plan in the asset neighbourhood

Lexington Medical Associates, Inc. Money Purchase Pension PlanLexington Medical Associates…$8MCommunity, Work, and Independence, Inc. Retirement PlanCommunity, Work, and Indepen…$8MMomentous Institute Retirement PlanMomentous Institute Retireme…$8MNortheast New Jersey Legal Services Employees' Savings PlanNortheast New Jersey Legal S…$8MBrentwood Academy Retirement PlanBrentwood Academy Retirement…$8M
End-of-year total assets ($M) among Community, Work, and Independence, Inc. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$498K
Employer EIN141470091
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community, Work and Independence, Inc.)

Sponsor-wide plan assets over time

All Community, Work and Independence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 24.79813167397457% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.1M $12.6M ▲ +24.8%
Year Plans Participants Total Assets
2022 2 333 $10M
2023 2 330 $12M
2024 2 317 $13M

Nearby Money Purchase Plans in New York

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

Community, Work, and Independence, Inc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Community, Work, and Independence, Inc. Retirement Plan, Total assets ($B): 0.008277528 · Participants: 179Community, Work, and Independence, Inc. Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Community, Work, and Independence, Inc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Community, Work, and Independence, Inc. Retirement Plan side-by-side with 3 peers →

Community, Work, and Independence, Inc. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Lexington Medical Associates, Inc. Money Purchase Pension Plan in AZ ($8M); by covered participants it is Texas A&m Foundation Employees' Pension Plan in TX (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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, Work, and Independence, Inc. Retirement Plan assets move in 2024? ▼
Community, Work, and Independence, Inc. Retirement Plan grew at a solid clip - up 6.4% during 2024, from $8M to $8M. Reported net income was $498K.
How have Community, Work and Independence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community, Work and Independence, Inc.'s sponsor-wide assets grew 24.8%, from $10M to $13M.
Which Money Purchase plans are similar in size to Community, Work, and Independence, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lexington Medical Associates, Inc. Money Purchase Pension Plan in AZ ($8M, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Community, Work, and Independence, Inc. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Texas A&m Foundation Employees' Pension Plan in TX (179 participants, $46M 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 141470091.

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.