Community Action Organization of Western New York retirement plan: assets, participants and fees
What Community Action Organization of Western New York's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Lincoln National Corporation | Schedule C ↗ |
| Independent auditor | Capin Crouse LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Community Action Organization of Western New York: employer contribution per participant | $1,081 | |
| Peer median | $1,337 |
| Community Action Organization of Western New York: average balance | $12,940 | |
| Peer median | $35,764 |
| Community Action Organization of Western New York: admin expenses ÷ assets | 1.22% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.1M at the end of plan year 2021 to $6.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 531 | $6.8M | $572K | $1,081 | 1.22% | Not published | Form 5500 ↗ |
| 2023 | 1,048 | $7.4M | $568K | $556 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 1,143 | $6.6M | $448K | $432 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 1,167 | $7.1M | $427K | $400 | 0.20% | Not published | Form 5500 ↗ |
Other Community Action Organization of Western New York plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Pension Plan of Community Action Organization of Erie County, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Capin Crouse, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Community Action Organization of Western New York match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of the Community Action or have not been published from its filing yet. The plan year 2024 filing reports $572K in employer contributions, about $1,081 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Community Action Organization of Western New York 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of the Community Action or is not in the data published so far. Your Summary Plan Description states it.
Who manages the Community Action Organization of Western New York 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lincoln National Corporation. The plan administrator is Community Action Organization of Western New York, Inc.
I left Community Action Organization of Western New York. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Community Action Organization of Western New York, Inc, (716) 881-5150) or the recordkeeper, Lincoln National Corporation. The Community Action Organization of Western New York old 401(k) page lists the contacts from every plan filing. Find an old Community Action Organization of Western New York 401(k)
Data from the public Form 5500 annual reports Community Action Organization of Western New York filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Community Action Organization of Western New York. Not financial advice. Report a correction · Methodology