Community Action Organization 403(b) match, vesting and fees
What Community Action Organization's 403(b) 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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Wipfli, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Community Action Organization: employer contribution per participant | $1,204 | |
| Peer median | $1,468 |
| Community Action Organization: average balance | $44,597 | |
| Peer median | $37,786 |
| Community Action Organization: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $12.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 430 | $12.7M | $343K | $1,204 | 0.56% | Not published | Form 5500 ↗ |
Common questions
Does Community Action Organization match 401(k) contributions?
The match terms for the Community Action Organization 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $343K in employer contributions, about $1,204 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Community Action Organization 401(k) match vested?
The vesting schedule for the Community Action Organization 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Community Action Organization 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Community Action Organization.
I left Community Action Organization. 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, (503) 648-6646) or the recordkeeper, Stancorp Financial Group. The Community Action Organization old 401(k) page lists the contacts from every plan filing. Find an old Community Action Organization 401(k)
Data from the public Form 5500 annual reports Community Action Organization filed with the U.S. Department of Labor (plan years 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. Not financial advice. Report a correction · Methodology