Profit Sharing · DOL Form 5500 · 2024
The Caring Coalition of Central New York Profit Sharing Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $80,318
- Avg per participant Below avg balance/head
Official DOL plan name: The Caring Coalition of Central New York Tax Deferred Annuity Plan · Sponsored by The Caring Coalition of Central New York · New York · Healthcare & Social Assistance
$9M in assets, 118 participants
The Caring Coalition of Central New York's The Caring Coalition of Central New York Tax Deferred Annuity Plan reported $9M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,152 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
The Caring Coalition of Central New York Tax Deferred Annuity Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #10,152
- in Healthcare & Social Assistance (16,916 peers)
- +2.6%
- assets growth YoY
The Caring Coalition of Central New York Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Caring Coalition of Central New York Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,477,495 Top 45% higher than 55% 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
The Caring Coalition of Central New York Tax Deferred Annuity 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. The Caring Coalition of Central New York Tax Deferred Annuity Plan sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Caring Coalition of Central New York Tax Deferred Annuity Plan reported net income fell from $1M in the plan year 2023 filing to $242K in the plan year 2024 filing.
- The Caring Coalition of Central New York Tax Deferred Annuity Plan reported participants fell from 157 in the plan year 2023 filing to 118 in the plan year 2024 filing.
- The Caring Coalition of Central New York Tax Deferred Annuity Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 161047041 · The Caring Coalition of Central New York PY 2024 · Profit Sharing
The Caring Coalition of Central New York Tax Deferred Annuity Plan · $9M · 118 · 55th
- SCH $9M
- EBSA 118
- PART 55th
- TYPE Profit Sharing
- NET near West Central Services, Inc. 403(b) DC Retirement Plan
- BOOK ind #10152
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 →
The Caring Coalition of Central New York Tax Deferred Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $242K |
| Employer EIN | 161047041 |
| Plan Effective Date | 1987-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Caring Coalition of Central New York)
Sponsor-wide plan assets over time
All The Caring Coalition of Central New York plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 21.595625403421202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $8M |
| 2023 | 1 | 157 | $9M |
| 2024 | 1 | 118 | $9M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
The Caring Coalition of Central New York Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is West Central Services, Inc. 403(b) DC Retirement Plan in NH ($9M); by covered participants it is Cps Puerto Rico, Inc. 1165(e) Plan in MN (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Cps Puerto Rico, Inc. 1165(e) Plan (MN) 118 · 0 off
- American Society for Clinical Pathology Pension Plan (IL) 118 · 0 off
- Canton Food Co. Profit Sharing Plan (CA) 118 · 0 off
- Hub International Puerto Rico, Inc. Retirement Plan (PR) 118 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.