401(k) · DOL Form 5500 · 2022

C.S. Mott Foundation 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
79
Participants Small participant base
85th
Percentile by assets National rank
$469,555
Avg per participant High balance/head
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Official DOL plan name: Charles Stewart Mott Foundation Tax Deferred Savings Plan · Sponsored by C.S. Mott Foundation · Michigan · Finance & Insurance

$37M in assets, 79 participants

C.S. Mott Foundation's Charles Stewart Mott Foundation Tax Deferred Savings Plan reported $37M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,052 in Finance & Insurance (9,261 peers)

Where Charles Stewart Mott Foundation Tax Deferred Savings Plan sits by assets

Charles Stewart Mott Foundation Tax Deferred Savings Plan sits in the top quartile of all filed plans by assets, $37M for 79 participants (~$469,555/participant), down 15.7% in 2022.

#7,052
in Finance & Insurance (9,261 peers)
-15.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Stewart Mott Foundation Tax Deferred Savings Plan's outsized position by total assets

Charles Stewart Mott Foundation Tax Deferred Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,094,826 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Charles Stewart Mott Foundation Tax Deferred Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Stewart Mott Foundation Tax Deferred Savings Plan is a small filing (79 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 381211227 · C.S. Mott Foundation PY 2022 · 401(k)

Charles Stewart Mott Foundation Tax Deferred Savings Plan · $37M · 79 · 85th

  • IND $37M
  • EOY 79
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Rhr International LLP Savings and Retirement Plan
  • EIN ind #7052

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Michigan →

Charles Stewart Mott Foundation Tax Deferred Savings Plan in the asset neighbourhood

Rhr International LLP Savings and Retirement PlanRhr International LLP Saving…$37MRoadrunner Transportation Systems, Inc. 401(k) PlanRoadrunner Transportation Sy…$37MRegulus 401(k)$37MCharles Stewart Mott Foundation Tax Deferred Savings PlanCharles Stewart Mott Foundat…$37MCraig-Hallum Capital Group LLC 401(k) PlanCraig-Hallum Capital Group L…$37M
End-of-year total assets ($M) among Charles Stewart Mott Foundation Tax Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$37M
Net Income-$7M
Employer EIN381211227
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.S. Mott Foundation)

Sponsor-wide plan assets over time

All C.S. Mott Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$75M 12.80065464985441% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $66.9M $75.4M ▲ +12.8%
Year Plans Participants Total Assets
2022 2 151 $67M
2023 2 149 $79M
2024 2 141 $75M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Charles Stewart Mott Foundation Tax Deferred Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Charles Stewart Mott Foundation Tax Deferred Savings Plan, Total assets ($B): 0.037094826 · Participants: 79Charles Stewart Mott Foundation Tax Deferred Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Charles Stewart Mott Foundation Tax Deferred Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Charles Stewart Mott Foundation Tax Deferred Savings Plan side-by-side with 3 peers →

Charles Stewart Mott Foundation Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Rhr International LLP Savings and Retirement Plan in IL ($37M); by covered participants it is Urbieta 401(k) Plan in FL (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Charles Stewart Mott Foundation Tax Deferred Savings Plan assets move in 2022? ▼
Charles Stewart Mott Foundation Tax Deferred Savings Plan declined sharply - down 15.7% during 2022, from $44M to $37M. Reported net income was -$7M.
How have C.S. Mott Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.S. Mott Foundation's sponsor-wide assets grew 12.8%, from $67M to $75M.
Where does Charles Stewart Mott Foundation Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Charles Stewart Mott Foundation Tax Deferred Savings Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charles Stewart Mott Foundation Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rhr International LLP Savings and Retirement Plan in IL ($37M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Charles Stewart Mott Foundation Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Urbieta 401(k) Plan in FL (79 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 381211227.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.