Other · DOL Form 5500 · 2024
Community Action Pioneer Valley, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 272
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $34,507
- Avg per participant Low balance/head
Official DOL plan name: Community Action Retirement Plan · Sponsored by Community Action Pioneer Valley, Inc. · Massachusetts · Healthcare & Social Assistance
$9M in assets, 272 participants
Community Action Pioneer Valley, Inc.'s Community Action Retirement Plan reported $9M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,113 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Community Action Retirement Plan covers 272 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.
- #10,113
- in Healthcare & Social Assistance (16,916 peers)
- +18.2%
- assets growth YoY
Community Action Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Community Action Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,385,773 Top 46% higher than 54% 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 Action Retirement 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 Action Retirement Plan sits mid-pack in the medium band (272 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Community Action Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Community Action Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Community Action Retirement Plan reported participants fell from 277 in the plan year 2023 filing to 272 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042384972 · Community Action Pioneer Valley, Inc. PY 2024 · Other
Community Action Retirement Plan · $9M · 272 · 54th
- PHOTO $9M
- IND 272
- EOY 54th
- 5500 Other
- ASSETS near Lake View Memorial Hospital Employees Retirement Plan
- PCT ind #10113
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 Massachusetts →
Community Action Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 042384972 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action Pioneer Valley, Inc.)
Sponsor-wide plan assets over time
All Community Action Pioneer Valley, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 37.38672018232798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 292 | $7M |
| 2023 | 1 | 277 | $8M |
| 2024 | 1 | 272 | $9M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Community Action Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Lake View Memorial Hospital Employees Retirement Plan in MN ($9M); by covered participants it is Colorado Springs Independence Center 403b Plan in CO (272 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Lake View Memorial Hospital Employees Retirement Plan (MN) $9M · 147
- Employee Benefit Plan of Columbia River Mental Health Services (WA) $9M · 360
- Center for Comprehensive Health Practice Defined Contribution Retirement Plan (NY) $9M · 73
- Nebraska Children and Families Foundation 403(b) Retirement Plan (NE) $9M · 110
Similar participant headcount
Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.
- Colorado Springs Independence Center 403b Plan (CO) 272 · 0 off
- Accesshealth 403(b) Plan (TX) 272 · 0 off
- 403(b) Thrift Plan of Hospice of Orange & Sullivan Counties, Inc. (NY) 272 · 0 off
- Amberwell Health 403(b) Plan (KS) 272 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.