How big is Community Action Organization's plan?

Community Action Organization's plan reported $11.5M in assets and 252 participants for 2023.

Original filing (PDF)20250407094335NAL0016149489001

Community Action Organization

Name: Community Action Organization — Community Action, Form 5500 (2023)
Creator: Community Action Organization
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Community Action Organization 403(b) Retirement Plan

403(b) retirement plan · Community Action Organization's Community Action Organization 403(b) Retirement Plan held $11.5M in plan assets for 252 participants in 2023, with The Standard (StanCorp) as recordkeeper.

Active participants

252

Accounts w/ balance

283

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

Plan identifiers

Community Action Organization's EIN is 93-0554941.

EIN 93-0554941

Plan number 001

Plan year 2023

ACK ID 20250407094335NAL0016149489001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Community Action Organization from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Community Action Organization's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY ACTION ORGANIZATION.

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How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

COMMUNITY ACTION ORGANIZATION

EIN

all filings

Address

1001 SW BASELINE ST · HILLSBORO, OR · 97123

Phone

(503) 648-6646

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$39K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS, LLC	43-1451524	—	NONE	$22K	—

Investments

45 direct securities· $11.4M(99% of reported assets)

Other securities

$4.8M

8 holdings

Mutual Funds

$2.5M

10 holdings

Stable Value

$1.8M

2 holdings

Common Collective Trusts

$1.7M

1 holding

Pooled Separate Accounts

$579K

24 holdings

					% of plan
Voya Intermediate Bond I Shares of registered investment companies	Other securities	—	—	$2.2M	19.4%
Vanguard 500 Index Admiral Shares of registered investment companies	Common Collective Trusts	—	—	$1.7M	14.7%
Fidelity Global Ex US Index Shares of registered investment companies	Mutual Funds	—	—	$1.4M	12.4%
Standard Stable Asset Fund D Guaranteed investment contract	Stable Value	—	—	$1.3M	10.9%
JP Morgan Equity Income Shares of registered investment companies	Other securities	—	—	$860K	7.4%
JP Morgan Large Cap Growth Shares of registered investment companies	Other securities	—	—	$845K	7.3%
American Funds Balanced Shares of registered investment companies	Mutual Funds	—	—	$630K	5.5%
Fixed Account Guaranteed investment contract	Stable Value	—	—	$587K	5.1%
Columbia Small Cap Index Shares of registered investment companies	Other securities	—	—	$479K	4.1%
Wells Fargo Advantage Speial Mid Cap Shares of registered investment companies	Other securities	—	—	$293K	2.5%
MFS Mid Cap Growth Shares of registered investment companies	Mutual Funds	—	—	$285K	2.5%
LVIP Macquarie Social Awareness Pooled separate account	Pooled Separate Accounts	—	—	$173K	1.5%
Janus Henderson Multi-Sector Income Shares of registered investment companies 7 Vanguard Total Bond Market Index Shares of registered investment companies	Mutual Funds	—	—	$134K	1.2%
LVIP SSGA Global Tactical Allocation Pooled separate account 424 * LVIP SSGA S&P 500 Index Pooled separate account	Pooled Separate Accounts	—	—	$48K	0.4%
Fidelity VIP Growth Pooled separate account	Pooled Separate Accounts	—	—	$39K	0.3%
LVIP Global Conservative Allocation Pooled separate account	Pooled Separate Accounts	—	—	$37K	0.3%
LVIP Blended Lrg Cap Growth Pooled separate account	Pooled Separate Accounts	—	—	$33K	0.3%
LVIP Macquarie Bond Pooled separate account	Pooled Separate Accounts	—	—	$30K	0.3%
LVIP Blackrock Dividend Value Pooled separate account	Pooled Separate Accounts	—	—	$25K	0.2%
LVIP Dimensional U.S. Core Equity 1 Pooled separate account	Pooled Separate Accounts	—	—	$24K	0.2%
American Funds Growth Pooled separate account	Pooled Separate Accounts	—	—	$23K	0.2%
LVIP Mondrian International Value Pooled separate account	Pooled Separate Accounts	—	—	$21K	0.2%
LVIP Macquarie Mid Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$20K	0.2%
Vanguard Mid Cap Index Shares of registered investment companies	Mutual Funds	—	—	$16K	0.1%
LVIP Government Money Market Pooled separate account 17 * LVIP JPMorgan Retirement Income Fund Pooled separate account	Pooled Separate Accounts	—	—	$16K	0.1%
LVIP Macquarie Value Series Pooled separate account	Pooled Separate Accounts	—	—	$15K	0.1%
JP Morgan Small Cap Growth Shares of registered investment companies	Other securities	—	—	$14K	0.1%
Calvert International Responsible Index Shares of registered investment companies	Other securities	—	—	$14K	0.1%
Calvert US Large Cap Core Shares of registered investment companies	Other securities	—	—	$13K	0.1%
LVIP Macquarie Smid Cap Core Series Pooled separate account	Pooled Separate Accounts	—	—	$13K	0.1%
American Funds New Perspective Shares of registered investment companies	Mutual Funds	—	—	$13K	0.1%
LVIP T. Rowe Price 2040 Fund Pooled separate account	Pooled Separate Accounts	—	—	$12K	0.1%
LVIP T. Rowe Price Structured Mid-Cap Growth Pooled separate account	Pooled Separate Accounts	—	—	$10K	<0.1%
American Funds Growth-Income Pooled separate account 531 * American Funds International Pooled separate account	Pooled Separate Accounts	—	—	$9K	<0.1%
LVIP Macquarie Wealth Builder Pooled separate account	Pooled Separate Accounts	—	—	$9K	<0.1%
LVIP Global Growth Allocation Pooled separate account	Pooled Separate Accounts	—	—	$8K	<0.1%
LVIP Blackrock Real Estate Fund Pooled separate account 27 * LVIP Blackrock Inflation Protected Bond Pooled separate account	Pooled Separate Accounts	—	—	$6K	<0.1%
LVIP T. Rowe Price 2030 Fund Pooled separate account	Pooled Separate Accounts	—	—	$5K	<0.1%
American Funds Europacific Growth Shares of registered investment companies	Mutual Funds	—	—	$3K	<0.1%
Vanguard Small Cap Value Index Shares of registered investment companies	Mutual Funds	—	—	$2K	<0.1%
Vanguard Total Intl Bond Index Shares of registered investment companies	Mutual Funds	—	—	$2K	<0.1%
Vanguard Real Estate Index Shares of registered investment companies	Mutual Funds	—	—	$2K	<0.1%
LVIP Global Moderate Allocation Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%
LVIP Macquarie U.S. REIT Fund Pooled separate account 573 * Macquarie Small Cap Value Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%
MFS Utilities Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%