Other · DOL Form 5500 · 2024

Community Action Agency Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
193
Participants Below avg headcount
57th
Percentile by assets National rank
$55,583
Avg per participant Low balance/head
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Official DOL plan name: Community Action Agency 403(b) Retirement Plan · Sponsored by Community Action Agency · Michigan · Other Services

$11M in assets, 193 participants

Community Action Agency's Community Action Agency 403(b) Retirement Plan reported $11M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,831 in Other Services (7,719 peers)

Coverage in Michigan

Community Action Agency 403(b) Retirement Plan covers 193 participants in Michigan, about 30% of the average Michigan filer (state average ~638 per filing). Assets: $11M.

#5,831
in Other Services (7,719 peers)
+7.2%
assets growth YoY

Community Action Agency 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

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

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

$10,727,501 Top 43% higher than 57% 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 Agency 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 Agency 403(b) Retirement Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community Action Agency 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $718K in the plan year 2024 filing.
  • Community Action Agency 403(b) Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Community Action Agency 403(b) Retirement Plan reported participants rose from 191 in the plan year 2023 filing to 193 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 381803599 · Community Action Agency PY 2024 · Other

Community Action Agency 403(b) Retirement Plan · $11M · 193 · 57th

  • PCT $11M
  • EIN 193
  • RANK 57th
  • PHOTO Other
  • IND near Project Hospitality, Inc. Section 403(b) Retirement Plan
  • EOY ind #5831

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 Other Services retirement plans → · Plans in Michigan →

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

Transitions of Western Illinois 403(b) Retirement PlanTransitions of Western Illin…$11MSwords to Plowshares 403(b) PlanSwords to Plowshares 403(b) …$11MCommunity Action Agency 403(b) Retirement PlanCommunity Action Agency 403(…$11MProject Hospitality, Inc. Section 403(b) Retirement PlanProject Hospitality, Inc. Se…$11MChild Focus, Inc. 403(b) Annuity PlanChild Focus, Inc. 403(b) Ann…$11M
End-of-year total assets ($M) among Community Action Agency 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$718K
Employer EIN381803599
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Agency)

Sponsor-wide plan assets over time

All Community Action Agency plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.64269000302936% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.79M $10.7M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 182 $8M
2023 1 191 $10M
2024 1 193 $11M

Nearby Other Plans in Michigan

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

Community Action Agency 403(b) Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Community Action Agency 403(b) Retirement Plan, Total assets ($B): 0.010727501 · Participants: 193Community Action Agency 403(b) Retirement PlanFca US LLC UAW Savings Plan, Total assets ($B): 5.195030475 · Participants: 44591Fca US LLC UAW Savings PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 5.094106866 · Participants: 15683Fca US LLC Salaried Employees' Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 3.21382557 · Participants: 32821Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.966016065 · Participants: 34160Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.412878823 · Participants: 14465Henry Ford Health System Heritage 403(b) Plan
Community Action Agency 403(b) Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest Other by assets is Project Hospitality, Inc. Section 403(b) Retirement Plan in NY ($11M); by covered participants it is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Agency 403(b) Retirement Plan assets move in 2024?
Community Action Agency 403(b) Retirement Plan grew at a solid clip - up 7.2% during 2024, from $10M to $11M. Reported net income was $718K.
How have Community Action Agency plan assets changed over time?
Across 3 plan years on file (2022-2024), Community Action Agency's sponsor-wide assets grew 37.6%, from $8M to $11M.
Which Other plans are similar in size to Community Action Agency 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Project Hospitality, Inc. Section 403(b) Retirement Plan in NY ($11M, 413 participants).
Which Other plans cover a similar participant headcount to Community Action Agency 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (193 participants, $61M in assets).