Other · DOL Form 5500 · 2024

Community Wellness Partners, Inc. Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
640
Participants Below avg headcount
58th
Percentile by assets National rank
$17,523
Avg per participant Low balance/head
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Official DOL plan name: Community Wellness Partners, Inc. 403(b) Plan · Sponsored by Community Wellness Partners, Inc. · New York · Healthcare & Social Assistance

$11M in assets, 640 participants

Community Wellness Partners, Inc.'s Community Wellness Partners, Inc. 403(b) Plan reported $11M in total assets and 640 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #10,743 in Healthcare & Social Assistance (16,916 peers)

Community Wellness Partners, Inc. multi-year trail

Community Wellness Partners, Inc.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Community Wellness Partners, Inc. 403(b) Plan at $11M / 640 participants.

#10,743
in Healthcare & Social Assistance (16,916 peers)
+10.0%
assets growth YoY

Community Wellness Partners, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Wellness Partners, Inc. 403(b) Plan vs every filed plan by assets

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

$11,214,583 Top 42% higher than 58% 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 Wellness Partners, Inc. 403(b) 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 Wellness Partners, Inc. 403(b) Plan sits mid-pack in the medium band (640 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community Wellness Partners, Inc. 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Community Wellness Partners, Inc. 403(b) Plan reported participants fell from 718 in the plan year 2023 filing to 640 in the plan year 2024 filing.
  • Community Wellness Partners, Inc. 403(b) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161536239 · Community Wellness Partners, Inc. PY 2024 · Other

Community Wellness Partners, Inc. 403(b) Plan · $11M · 640 · 58th

  • PCT $11M
  • PCT 640
  • PCT 58th
  • PCT Other
  • PCT near 403(b) Thrift Plan for Waterford Country School, Inc.
  • PCT ind #10743

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 →

Community Wellness Partners, Inc. 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan for Waterford Country School, Inc.403(b) Thrift Plan for Water…$11MAlliance College Ready Public Schools 403(b) PlanAlliance College Ready Publi…$11MGirl Scouts of Northern California 403(b) PlanGirl Scouts of Northern Cali…$11MCommunity Wellness Partners, Inc. 403(b) PlanCommunity Wellness Partners,…$11MIsidore Newman School Retirement PlanIsidore Newman School Retire…$11M
End-of-year total assets ($M) among Community Wellness Partners, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Community Wellness Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Community Wellness Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.49064019050887% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.87M $11.2M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 521 $9M
2023 1 718 $10M
2024 1 640 $11M

Community Wellness Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN161536239
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Community Wellness Partners, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Community Wellness Partners, Inc. 403(b) Plan, Total assets ($B): 0.011214583 · Participants: 640Community Wellness Partners, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Community Wellness Partners, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Community Wellness Partners, Inc. 403(b) Plan side-by-side with 3 peers →

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

Outside New York, the nearest Other by assets is 403(b) Thrift Plan for Waterford Country School, Inc. in CT ($11M); by covered participants it is Huggins Hospital Retirement Savings Plan in NH (640 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (640 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 Wellness Partners, Inc. 403(b) Plan assets move in 2024? ▼
Community Wellness Partners, Inc. 403(b) Plan grew at a solid clip - up 10.0% during 2024, from $10M to $11M. Reported net income was $1M.
How have Community Wellness Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Wellness Partners, Inc.'s sponsor-wide assets grew 26.5%, from $9M to $11M.
Which Other plans are similar in size to Community Wellness Partners, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Waterford Country School, Inc. in CT ($11M, 151 participants).
Which Other plans cover a similar participant headcount to Community Wellness Partners, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Huggins Hospital Retirement Savings Plan in NH (640 participants, $48M 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 161536239.

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.