Profit Sharing · DOL Form 5500 · 2024

Community Living Options Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
156
Participants Small participant base
39th
Percentile by assets National rank
$26,321
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Community Living Options · Sponsored by Community Living Options · Michigan · Healthcare & Social Assistance

$4M in assets, 156 participants

Community Living Options's 403(b) Thrift Plan of Community Living Options reported $4M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,851 in Healthcare & Social Assistance (16,916 peers)

Coverage in Michigan

403(b) Thrift Plan of Community Living Options covers 156 participants in Michigan, about 24% of the average Michigan filer (state average ~638 per filing). Assets: $4M.

#6,851
in Healthcare & Social Assistance (16,916 peers)
+5.4%
assets growth YoY

403(b) Thrift Plan of Community Living Options's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Community Living Options vs every filed plan by assets

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

$4,106,144 39th percentile higher than 39% 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 of Community Living Options 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 of Community Living Options sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Community Living Options reported net income fell from $447K in the plan year 2023 filing to $211K in the plan year 2024 filing.
  • 403(b) Thrift Plan of Community Living Options end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Community Living Options reported participants fell from 158 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 382433400 · Community Living Options PY 2024 · Profit Sharing

403(b) Thrift Plan of Community Living Options · $4M · 156 · 39th

  • EOY $4M
  • 5500 156
  • ASSETS 39th
  • PCT Profit Sharing
  • EIN near Mark T. Rodriguez Atty. Pension Plan
  • RANK ind #6851

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 Michigan →

403(b) Thrift Plan of Community Living Options in the asset neighbourhood

403(b) Thrift Plan of Community Living Options403(b) Thrift Plan of Commun…$4MMark T. Rodriguez Atty. Pension PlanMark T. Rodriguez Atty. Pens…$4MAunt Martha's Health and Wellness 403(b) PlanAunt Martha's Health and Wel…$4MClover Nola, Inc. Defined Contribution Retirement PlanClover Nola, Inc. Defined Co…$4MBaldev Rai Inc Profit Sharing PlanBaldev Rai Inc Profit Sharin…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Community Living Options and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$211K
Employer EIN382433400
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Living Options)

Sponsor-wide plan assets over time

All Community Living Options plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.054831728594657% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.45M $4.11M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 122 $3M
2023 1 158 $4M
2024 1 156 $4M

Nearby Profit Sharing Plans in Michigan

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

403(b) Thrift Plan of Community Living Options vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants 403(b) Thrift Plan of Community Living Options, Total assets ($B): 0.004106144 · Participants: 156403(b) Thrift Plan of Community Living OptionsHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.838163362 · Participants: 13461Henry Ford Health System Retirement Savings PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.339745231 · Participants: 1472Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanIron Workers Defined Contribution Pension Fund Plan, Total assets ($B): 0.231623418 · Participants: 5319Iron Workers Defined Contribution Pension Fund PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.229985274 · Participants: 2755NECA-IBEW Memphis Retirement PlanPlumbers and Pipefitters Local Union 520 Annuity Plan, Total assets ($B): 0.219548504 · Participants: 1639Plumbers and Pipefitters Local Union 520 Annuity Plan
403(b) Thrift Plan of Community Living Options vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare 403(b) Thrift Plan of Community Living Options side-by-side with 3 peers →

403(b) Thrift Plan of Community Living Options's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Mark T. Rodriguez Atty. Pension Plan in IL ($4M); by covered participants it is Eskridge Auto Group Profit Sharing Plan in OK (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 of Community Living Options assets move in 2024? ▼
403(b) Thrift Plan of Community Living Options grew at a solid clip - up 5.4% during 2024, from $4M to $4M. Reported net income was $211K.
How have Community Living Options plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Living Options's sponsor-wide assets grew 19.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to 403(b) Thrift Plan of Community Living Options? ▼
Among Profit Sharing plans in other states, the closest by assets is Mark T. Rodriguez Atty. Pension Plan in IL ($4M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to 403(b) Thrift Plan of Community Living Options? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Eskridge Auto Group Profit Sharing Plan in OK (156 participants, $28M 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 382433400.

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.