Other · DOL Form 5500 · 2024

Community Action Organization Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
253
Participants Below avg headcount
61st
Percentile by assets National rank
$50,238
Avg per participant Low balance/head
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Official DOL plan name: Community Action Organization 403(b) Retirement Plan · Sponsored by Community Action Organization · Oregon · Healthcare & Social Assistance

$13M in assets, 253 participants

Community Action Organization's Community Action Organization 403(b) Retirement Plan reported $13M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,191 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Community Action Organization 403(b) Retirement Plan grew at a solid clip 10.1% in 2024 ($12M → $13M) for 253 participants.

#11,191
in Healthcare & Social Assistance (16,916 peers)
+10.1%
assets growth YoY

Community Action Organization 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Action Organization 403(b) Retirement Plan vs every filed plan by assets

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

$12,710,273 Top 39% higher than 61% 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 Action Organization 403(b) 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 Organization 403(b) Retirement Plan sits mid-pack in the medium band (253 participants).

Form 5500 schedule snapshot

Filing strip 412899048 · Community Action Organization PY 2024 · Other

Community Action Organization 403(b) Retirement Plan · $13M · 253 · 61st

  • PART $13M
  • PART 253
  • PART 61st
  • PART Other
  • PART near Skirball Cultural Center Defined Contribution Retirement Plan
  • PART ind #11191

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 Oregon →

Community Action Organization 403(b) Retirement Plan in the asset neighbourhood

Advent Christian Village, Inc. 403(b) PlanAdvent Christian Village, In…$13MCommunity Action Organization 403(b) Retirement PlanCommunity Action Organizatio…$13MSkirball Cultural Center Defined Contribution Retirement PlanSkirball Cultural Center Def…$13MCommunity Concepts, Inc. Tax Deferred Annuity PlanCommunity Concepts, Inc. Tax…$13MLittle Falls Hospital 403(b) Retirement PlanLittle Falls Hospital 403(b)…$13M
End-of-year total assets ($M) among Community Action Organization 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN412899048
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oregon

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

Community Action Organization 403(b) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Community Action Organization 403(b) Retirement Plan, Total assets ($B): 0.012710273 · Participants: 253Community Action Organization 403(b) Retirement PlanLegacy Health 403(b) Plan, Total assets ($B): 1.974060677 · Participants: 14590Legacy Health 403(b) PlanAsante 403b Plan, Total assets ($B): 0.758534257 · Participants: 5850Asante 403b PlanSt. Charles Health System, Inc. Retirement Plan, Total assets ($B): 0.74399578 · Participants: 4769St. Charles Health System, Inc. Retirement PlanSamaritan Health Services Tax Sheltered Annuity Pl, Total assets ($B): 0.703282178 · Participants: 6429Samaritan Health Services Tax Sheltered Annuity PlLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan, Total assets ($B): 0.33723152 · Participants: 807Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan
Community Action Organization 403(b) Retirement Plan vs. nearby Other plans in Oregon, assets vs. participants
Compare Community Action Organization 403(b) Retirement Plan side-by-side with 3 peers →

Community Action Organization 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oregon, the nearest Other by assets is Skirball Cultural Center Defined Contribution Retirement Plan in CA ($13M); by covered participants it is 403 B Thrift Plan of Opportunities Inc of Jefferson County in WI (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Action Organization 403(b) Retirement Plan assets move in 2024? ▼
Community Action Organization 403(b) Retirement Plan grew at a solid clip - up 10.1% during 2024, from $12M to $13M. Reported net income was $1M.
Which Other plans are similar in size to Community Action Organization 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Skirball Cultural Center Defined Contribution Retirement Plan in CA ($13M, 242 participants).
Which Other plans cover a similar participant headcount to Community Action Organization 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403 B Thrift Plan of Opportunities Inc of Jefferson County in WI (253 participants, $11M 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 412899048.

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.