401(k) · DOL Form 5500 · 2024

Community Partners 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
843
Participants Near avg headcount
78th
Percentile by assets National rank
$37,007
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Community Partners · Sponsored by Community Partners · California · Healthcare & Social Assistance

$31M in assets, 843 participants

Community Partners's 403(b) Thrift Plan for Employees of Community Partners reported $31M in total assets and 843 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,739 in Healthcare & Social Assistance (16,916 peers)

Where 403(b) Thrift Plan for Employees of Community Partners sits by assets

403(b) Thrift Plan for Employees of Community Partners sits in the top quartile of all filed plans by assets, $31M for 843 participants (~$37,007/participant), up 13.0% in 2024.

#13,739
in Healthcare & Social Assistance (16,916 peers)
+13.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

403(b) Thrift Plan for Employees of Community Partners's outsized position by total assets

403(b) Thrift Plan for Employees of Community Partners vs every filed plan by assets

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

$31,197,088 Top 22% higher than 78% 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

403(b) Thrift Plan for Employees of Community Partners 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 for Employees of Community Partners sits mid-pack in the medium band (843 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Community Partners reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Community Partners end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Community Partners reported participants fell from 946 in the plan year 2023 filing to 843 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954302067 · Community Partners PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Community Partners · $31M · 843 · 78th

  • IND $31M
  • IND 843
  • IND 78th
  • IND 401(k)
  • IND near Farmers Bank and Trust Company 401(k) and Employee Stock Ownership Plan and Trust
  • IND ind #13739

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 California →

403(b) Thrift Plan for Employees of Community Partners in the asset neighbourhood

403(b) Thrift Plan for Employees of Community Partners403(b) Thrift Plan for Emplo…$31MRaleigh Capitol Ear, Nose & Throat 401(k) Profit Sharing PlanRaleigh Capitol Ear, Nose & …$31MCma Group Salary Deferral PlanCma Group Salary Deferral Pl…$31MNew South Construction Company 401(k) PlanNew South Construction Compa…$31MFarmers Bank and Trust Company 401(k) and Employee Stock Ownership Plan and TrustFarmers Bank and Trust Compa…$31M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Community Partners and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN954302067
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Partners)

Sponsor-wide plan assets over time

All Community Partners plans reported in each filing year

Latest sponsor-wide plan assets
$31M 38.48037163788655% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $31.2M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 987 $23M
2023 1 946 $28M
2024 1 843 $31M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Community Partners vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Community Partners, Total assets ($B): 0.031197088 · Participants: 843403(b) Thrift Plan for Employees of Community PartnersGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
403(b) Thrift Plan for Employees of Community Partners vs. nearby 401(k) plans in California, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Community Partners side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Community Partners's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Farmers Bank and Trust Company 401(k) and Employee Stock Ownership Plan and Trust in AR ($31M); by covered participants it is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (843 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (843 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 403(b) Thrift Plan for Employees of Community Partners assets move in 2024? ▼
403(b) Thrift Plan for Employees of Community Partners grew at a solid clip - up 13.0% during 2024, from $28M to $31M. Reported net income was $4M.
How have Community Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Partners's sponsor-wide assets grew 38.5%, from $23M to $31M.
Where does 403(b) Thrift Plan for Employees of Community Partners rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan for Employees of Community Partners ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Community Partners? ▼
Among 401(k) plans in other states, the closest by assets is Farmers Bank and Trust Company 401(k) and Employee Stock Ownership Plan and Trust in AR ($31M, 388 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Community Partners? ▼
Among 401(k) plans in other states, the closest by covered participants is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (843 participants, $37M 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 954302067.

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.