Other · DOL Form 5500 · 2024
Community Action Organization of Western New York, Inc Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 413
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $16,575
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of the Community Action or · Sponsored by Community Action Organization of Western New York, Inc · New York · Healthcare & Social Assistance
$7M in assets, 413 participants
Community Action Organization of Western New York, Inc's 403(b) Thrift Plan of the Community Action or reported $7M in total assets and 413 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,859 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
403(b) Thrift Plan of the Community Action or holds $7M for 413 participants - about $16,575 per participant, in the lower half of filed plans by assets.
- #8,859
- in Healthcare & Social Assistance (16,916 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $560K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of the Community Action or's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of the Community Action or vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,845,510 48th percentile higher than 48% 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 of the Community Action or 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 of the Community Action or sits mid-pack in the medium band (413 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of the Community Action or reported net income fell from $830K in the plan year 2023 filing to -$560K in the plan year 2024 filing.
- 403(b) Thrift Plan of the Community Action or end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- 403(b) Thrift Plan of the Community Action or reported participants fell from 422 in the plan year 2023 filing to 413 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 160911473 · Community Action Organization of Western New York, Inc PY 2024 · Other
403(b) Thrift Plan of the Community Action or · $7M · 413 · 48th
- TYPE $7M
- TYPE 413
- TYPE 48th
- TYPE Other
- TYPE near Primary Care Providers for a Healthy Feliciana 403
- TYPE ind #8859
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 of the Community Action or in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$560K |
| Employer EIN | 160911473 |
| Plan Effective Date | 2004-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action Organization of Western New York, Inc)
Sponsor-wide plan assets over time
All Community Action Organization of Western New York, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 2.038888387353128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 825 | $12M |
| 2023 | 2 | 454 | $13M |
| 2024 | 2 | 437 | $12M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
403(b) Thrift Plan of the Community Action or's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Primary Care Providers for a Healthy Feliciana 403 in LA ($7M); by covered participants it is Elwyn New Jersey 403(b) Plan in PA (413 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Primary Care Providers for a Healthy Feliciana 403 (LA) $7M · 200
- Retirement Plan for the Center for Hospice and Palliative Care, Inc. (IN) $7M · 2
- 403(b) Thrift Plan of Community Action Partnership (ND) $7M · 90
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. (OR) $7M · 347
Similar participant headcount
Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.
- Elwyn New Jersey 403(b) Plan (PA) 413 · 0 off
- St. Paul's School 403(b) Retirement Plan (MD) 413 · 0 off
- Appletree Early Learning 403(b) Plan (DC) 413 · 0 off
- Whittier College 403(b) Plan (CA) 413 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.