Other · DOL Form 5500 · 2024

Community Options, Inc. Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
6,008
Participants Above avg headcount
78th
Percentile by assets National rank
$5,171
Avg per participant Low balance/head
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Official DOL plan name: Community Options, Inc. 403(b) Custodial Account Plan · Sponsored by Community Options, Inc. · New Jersey · Healthcare & Social Assistance

$31M in assets, 6,008 participants

Community Options, Inc.'s Community Options, Inc. 403(b) Custodial Account Plan reported $31M in total assets and 6,008 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,727 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

Community Options, Inc. 403(b) Custodial Account Plan covers 6,008 participants in New Jersey, 7.1x the typical New Jersey plan (state average ~844 per filing). Assets: $31M.

#13,727
in Healthcare & Social Assistance (16,916 peers)
+21.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Community Options, Inc. 403(b) Custodial Account Plan's outsized position by total assets

Community Options, Inc. 403(b) Custodial Account Plan vs every filed plan by assets

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

$31,067,094 Top 22% higher than 78% 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 Options, Inc. 403(b) Custodial Account Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Options, Inc. 403(b) Custodial Account Plan lands in the large band (6,008 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community Options, Inc. 403(b) Custodial Account Plan end-of-year assets rose from $26M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Community Options, Inc. 403(b) Custodial Account Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Community Options, Inc. 403(b) Custodial Account Plan reported participants rose from 5,476 in the plan year 2023 filing to 6,008 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222964056 · Community Options, Inc. PY 2024 · Other

Community Options, Inc. 403(b) Custodial Account Plan · $31M · 6,008 · 78th

  • RANK $31M
  • RANK 6,008
  • RANK 78th
  • RANK Other
  • RANK near The Common Application Inc. 403b Plan
  • RANK ind #13727

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 Jersey →

Community Options, Inc. 403(b) Custodial Account Plan in the asset neighbourhood

Brookwood School 403(b) Retirement PlanBrookwood School 403(b) Reti…$31MGoodwill of Central and Southern Indiana Inc. Employee Retirement Savings PlanGoodwill of Central and Sout…$31MCommunity Options, Inc. 403(b) Custodial Account PlanCommunity Options, Inc. 403(…$31MThe Common Application Inc. 403b PlanThe Common Application Inc. …$31MIntegritus Healthcare Retirement Savings PlanIntegritus Healthcare Retire…$31M
End-of-year total assets ($M) among Community Options, Inc. 403(b) Custodial Account Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN222964056
Plan Effective Date1992-03-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Options, Inc.)

Sponsor-wide plan assets over time

All Community Options, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 64.46799104282937% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.9M $31.1M ▲ +64.5%
Year Plans Participants Total Assets
2022 1 5,065 $19M
2023 1 5,476 $26M
2024 1 6,008 $31M

Nearby Other Plans in New Jersey

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

Community Options, Inc. 403(b) Custodial Account Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -0.500.511.52 Total assets ($B) Participants Community Options, Inc. 403(b) Custodial Account Plan, Total assets ($B): 0.031067094 · Participants: 6008Community Options, Inc. 403(b) Custodial Account PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.804837689 · Participants: 16823Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.735336458 · Participants: 8763Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.498394819 · Participants: 28403Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.297256025 · Participants: 21490Atlantic Health System 403(b) Retirement Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.982278507 · Participants: 3501Educational Testing Service 403(b) Retirement Savings Plan
Community Options, Inc. 403(b) Custodial Account Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Community Options, Inc. 403(b) Custodial Account Plan side-by-side with 3 peers →

Community Options, Inc. 403(b) Custodial Account Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is The Common Application Inc. 403b Plan in VA ($31M); by covered participants it is South Shore Health Retirement Savings Plan in MA (6,005 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,008 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 Options, Inc. 403(b) Custodial Account Plan assets move in 2024? ▼
Community Options, Inc. 403(b) Custodial Account Plan grew sharply - up 21.6% during 2024, from $26M to $31M. Reported net income was $6M.
How have Community Options, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Options, Inc.'s sponsor-wide assets grew 64.5%, from $19M to $31M.
Where does Community Options, Inc. 403(b) Custodial Account Plan rank by assets among Form 5500 filers? ▼
Community Options, Inc. 403(b) Custodial Account Plan ranks in the 78th 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 Other plans are similar in size to Community Options, Inc. 403(b) Custodial Account Plan? ▼
Among Other plans in other states, the closest by assets is The Common Application Inc. 403b Plan in VA ($31M, 159 participants).
Which Other plans cover a similar participant headcount to Community Options, Inc. 403(b) Custodial Account Plan? ▼
Among Other plans in other states, the closest by covered participants is South Shore Health Retirement Savings Plan in MA (6,005 participants, $727M 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 222964056.

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.