Other · DOL Form 5500 · 2024
Accion Opportunity Fund Community Development Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $133,110
- Avg per participant Near avg balance/head
Official DOL plan name: Accion Opportunity Fund Community Development 403(b) Plan · Sponsored by Accion Opportunity Fund Community Development · California · Finance & Insurance
$17M in assets, 126 participants
Accion Opportunity Fund Community Development's Accion Opportunity Fund Community Development 403(b) Plan reported $17M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #4,371 in Finance & Insurance (8,549 peers)
Coverage in California
Accion Opportunity Fund Community Development 403(b) Plan covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $17M.
- #4,371
- in Finance & Insurance (8,549 peers)
- +18.1%
- assets growth YoY
Accion Opportunity Fund Community Development 403(b) Plan's outsized position by total assets
Accion Opportunity Fund Community Development 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,771,893 Top 33% higher than 67% 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
Accion Opportunity Fund Community Development 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. Accion Opportunity Fund Community Development 403(b) Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Accion Opportunity Fund Community Development 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Accion Opportunity Fund Community Development 403(b) Plan reported participants fell from 147 in the plan year 2023 filing to 126 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311719434 · Accion Opportunity Fund Community Development PY 2024 · Other
Accion Opportunity Fund Community Development 403(b) Plan · $17M · 126 · 67th
- PHOTO $17M
- IND 126
- EOY 67th
- 5500 Other
- ASSETS near Legacy Treatment Services, Inc. 403b Plan
- PCT ind #4371
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 Finance & Insurance retirement plans → · Plans in California →
Accion Opportunity Fund Community Development 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 311719434 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Accion Opportunity Fund Community Development)
Sponsor-wide plan assets over time
All Accion Opportunity Fund Community Development plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 43.15825583786311% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 133 | $12M |
| 2023 | 1 | 147 | $14M |
| 2024 | 1 | 126 | $17M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Accion Opportunity Fund Community Development 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Legacy Treatment Services, Inc. 403b Plan in NJ ($17M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 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.