Money Purchase · DOL Form 5500 · 2024

Community, Work and Independence, Inc. Money Purchase Plan

Data updated 2026-08-11

$8M
Total assets
179
Participants
52nd
Percentile by assets
$46,243
Avg per participant
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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.

  • 52nd percentile by assets (of 123,622 plans)
  • #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.

$8M
total plan assets (2024 EOY)
179
covered participants
52nd
percentile by assets (of 123,622 plans)
$46,243
avg assets per participant

Where Community, Work, and Independence, Inc. Retirement Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Community, Work, and Independence, Inc. Retirement Plan reports 179 participants - about 22% of that state average ($8M EOY assets).

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.)

$9M$10M$11M$12M$13M 202220232024 $10.1M $12.6M ▲ +24.8%
Total plan assets by year, all Community, Work and Independence, Inc. plans on file
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

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…Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
Community, Work, and Independence, Inc. Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Community, Work, and Independence, Inc. Retirement Plan by total assets, not by location.

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).

Next read for Community, Work, and Independence, Inc. …

Filing takeaways

Ways to act on Community, Work, and Independence, Inc. Retirement Plan's numbers.

  • By total assets, Community, Work, and Independence, Inc. Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
  • Community, Work and Independence, Inc.'s sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Other Services plans