Other · DOL Form 5500 · 2024

Council of Three Rivers American Indian Center, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
172
Participants Small participant base
51st
Percentile by assets National rank
$46,334
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cotraic 403(b) Plan · Sponsored by Council of Three Rivers American Indian Center, Inc. · Pennsylvania · Other Services

$8M in assets, 172 participants

Council of Three Rivers American Indian Center, Inc.'s Cotraic 403(b) Plan reported $8M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,490 in Other Services (7,719 peers)

Coverage in Pennsylvania

Cotraic 403(b) Plan covers 172 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#5,490
in Other Services (7,719 peers)
+7.8%
assets growth YoY

Cotraic 403(b) Plan's mid-pack asset rank among Other Services and all filers

Cotraic 403(b) Plan vs every filed plan by assets

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

$7,969,472 Top 49% higher than 51% 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

Cotraic 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. Cotraic 403(b) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cotraic 403(b) Plan reported net income fell from $686K in the plan year 2023 filing to $577K in the plan year 2024 filing.
  • Cotraic 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 237176642 · Council of Three Rivers American Indian Center, Inc. PY 2024 · Other

Cotraic 403(b) Plan · $8M · 172 · 51st

  • TYPE $8M
  • NET 172
  • BOOK 51st
  • VS-ST Other
  • BOY near Masonic Home of Virginia Employee Benefits Plan
  • SCH ind #5490

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 Pennsylvania →

Cotraic 403(b) Plan in the asset neighbourhood

Masonic Home of Virginia Employee Benefits PlanMasonic Home of Virginia Emp…$8MCotraic 403(b) Plan$8M401(k) Profit Sharing Plan for Employees of Loving Care in-Home Health Services, L.L.C.401(k) Profit Sharing Plan f…$8MEmployee Benefit Plan of Hr New Hire, LLCEmployee Benefit Plan of Hr …$8MSt. John's Community Services Tax Sheltered Annuity PlanSt. John's Community Service…$8M
End-of-year total assets ($M) among Cotraic 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$577K
Employer EIN237176642
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Council of Three Rivers American Indian Center, Inc.)

Sponsor-wide plan assets over time

All Council of Three Rivers American Indian Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.82759344612713% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.71M $7.97M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 146 $7M
2023 1 173 $7M
2024 1 172 $8M

Nearby Other Plans in Pennsylvania

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

Cotraic 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Cotraic 403(b) Plan, Total assets ($B): 0.007969472 · Participants: 172Cotraic 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Cotraic 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Cotraic 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Masonic Home of Virginia Employee Benefits Plan in VA ($8M); by covered participants it is Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in OH (172 participants). Same-state nearby plans are listed separately above.

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 Cotraic 403(b) Plan assets move in 2024?
Cotraic 403(b) Plan grew at a solid clip - up 7.8% during 2024, from $7M to $8M. Reported net income was $577K.
How have Council of Three Rivers American Indian Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Council of Three Rivers American Indian Center, Inc.'s sponsor-wide assets grew 18.8%, from $7M to $8M.
Which Other plans are similar in size to Cotraic 403(b) Plan?
Among Other plans in other states, the closest by assets is Masonic Home of Virginia Employee Benefits Plan in VA ($8M, 156 participants).
Which Other plans cover a similar participant headcount to Cotraic 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in OH (172 participants, $12M in assets).