The Community Action Organization of Western New York, IncDC plan
403(B) THRIFT PLAN OF THE COMMUNITY ACTION ORGANIZATION OF WESTERN NEW YORK, INC. · BUFFALO, NY · plan year 2023
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
The Community Action Organization of Western New York, Inc reported $6,429 in plan administrative expenses for 2023: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,376 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.19% to 1.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,015th of 5,648), and 6,688th of 11,911 in health care & social assistance. In 2023, the employer put in $1.13 for every $1.00 employees contributed themselves; active participation has shrunk from 769 to 413 since 2022.
The Community Action Organization of Western New York, Inc's 2023 employer contribution ran above the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left The Community Action Organization of Western New York, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 160911473 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.