Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF COMPASSION IN WORLD FARMING, INC.

Name: COMPASSION IN WORLD FARMING, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF COMPASSION IN WORLD FARMING, INC. (2025) Form 5500
Creator: COMPASSION IN WORLD FARMING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF COMPASSION IN WORLD FARMING, INC., COMPASSION IN WORLD FARMING, INC.

COMPASSION IN WORLD FARMING, INC.EIN 46-1822635Plan #001PY 2025

211 E 43RD ST FL 7 - NEW YORK, NY 100174761678-902-2493ciwf.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$481K

+41.4% from 2024

Total participants

+3.2% from 2024

Average account balance

$15,033

+37.0% from 2024

Annual return

20.42%

+2.85 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$481K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$15K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$160

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$320 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.065%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,033

$102,595-85.3%

$94,057-84.0%

$154,746-90.3%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

80.7%+19.3pp

Annual return

20.42%

583.42%-563.0pp

480.62%-460.2pp

172.34%-151.9pp

Employer contribution / active EE

$1,348

$3,147-57.2%

$2,933-54.0%

$4,379-69.2%

Participant deferral / active EE

$3,419

$5,118-33.2%

$4,709-27.4%

$6,730-49.2%

Admin fee / account holder

$160

$7,736-97.9%

$7,244-97.8%

$14,365-98.9%

403(B) THRIFT PLAN FOR EMPLOYEES OF COMPASSION IN WORLD FARMING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF COMPASSION IN WORLD FARMING, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion