401(k) · DOL Form 5500 · 2024
Community, Work, and Independence, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $31,187
- Avg per participant Low balance/head
Official DOL plan name: Community, Work, and Independence, Inc. 401(k) Plan · Sponsored by Community, Work, and Independence, Inc. · New York · Other Services
$4M in assets, 138 participants
Community, Work, and Independence, Inc.'s Community, Work, and Independence, Inc. 401(k) Plan reported $4M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #4,799 in Other Services (7,719 peers)
Coverage in New York
Community, Work, and Independence, Inc. 401(k) Plan covers 138 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #4,799
- in Other Services (7,719 peers)
- +8.4%
- assets growth YoY
Community, Work, and Independence, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers
Community, Work, and Independence, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,303,776 39th percentile higher than 39% 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
Community, Work, and Independence, Inc. 401(k) 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. 401(k) Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Community, Work, and Independence, Inc. 401(k) Plan reported net income fell from $622K in the plan year 2023 filing to $333K in the plan year 2024 filing.
- Community, Work, and Independence, Inc. 401(k) Plan reported participants fell from 156 in the plan year 2023 filing to 138 in the plan year 2024 filing.
- Community, Work, and Independence, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 141470091 · Community, Work, and Independence, Inc. PY 2024 · 401(k)
Community, Work, and Independence, Inc. 401(k) Plan · $4M · 138 · 39th
- ASSETS $4M
- ASSETS 138
- ASSETS 39th
- ASSETS 401(k)
- ASSETS near Delta Groups Engineering, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #4799
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. 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $333K |
| Employer EIN | 141470091 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 333 | $10M |
| 2023 | 2 | 330 | $12M |
| 2024 | 2 | 317 | $13M |
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
Community, Work, and Independence, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Delta Groups Engineering, Inc. 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 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 (138 participants); asset peers above are excluded.
- Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 138 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 138 · 0 off
- Exceptional Foresters Inc. 401(k) Plan (WA) 138 · 0 off
- Ae Logistics 401(k) & Psp (LA) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.