Defined Benefit (Pension) · DOL Form 5500 · 2022
The Charles Stewart Mott Foundation Pension Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 72
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $413,314
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees of the Charles Stewart Mott Foundation · Sponsored by The Charles Stewart Mott Foundation · Michigan · Other Services
$30M in assets, 72 participants
The Charles Stewart Mott Foundation's Pension Plan for Employees of the Charles Stewart Mott Foundation reported $30M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,664 in Other Services (8,398 peers)
Where Pension Plan for Employees of the Charles Stewart Mott Foundation sits by assets
Pension Plan for Employees of the Charles Stewart Mott Foundation sits in the top quartile of all filed plans by assets, $30M for 72 participants (~$413,314/participant), down 26.0% in 2022.
- #7,664
- in Other Services (8,398 peers)
- -26.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Employees of the Charles Stewart Mott Foundation's outsized position by total assets
Pension Plan for Employees of the Charles Stewart Mott Foundation vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$29,758,622 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Pension Plan for Employees of the Charles Stewart Mott Foundation among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of the Charles Stewart Mott Foundation is a small filing (72 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 381211227 · The Charles Stewart Mott Foundation PY 2022 · Defined Benefit (Pension)
Pension Plan for Employees of the Charles Stewart Mott Foundation · $30M · 72 · 83rd
- VS-ST $30M
- BOY 72
- SCH 83rd
- EBSA Defined Benefit (Pension)
- PART near Abound Federal Credit Union Defined Benefit Plan and Trust
- TYPE ind #7664
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 Other Services retirement plans → · Plans in Michigan →
Pension Plan for Employees of the Charles Stewart Mott Foundation in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$10M |
| Employer EIN | 381211227 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Charles Stewart Mott Foundation)
Sponsor-wide plan assets over time
All The Charles Stewart Mott Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 12.80065464985441% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 151 | $67M |
| 2023 | 2 | 149 | $79M |
| 2024 | 2 | 141 | $75M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $40.2B · 18,766
- Ford Motor Company UAW Retirement Plan $19.3B · 27,567
- Ford Motor Company General Retirement Plan $13.4B · 11,760
- Dow Employees' Pension Plan $13.0B · 13,759
- Fca US LLC UAW Pension Agreement $8.6B · 14,563
Pension Plan for Employees of the Charles Stewart Mott Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Abound Federal Credit Union Defined Benefit Plan and Trust in KY ($30M); by covered participants it is Dietz & Watson, Inc. Defined Benefit Pension Plan in PA (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Dietz & Watson, Inc. Defined Benefit Pension Plan (PA) 72 · 0 off
- Retirement Plan for Employees of Hamlin Bank and Trust Company (PA) 72 · 0 off
- Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company (MA) 72 · 0 off
- C & C Jewelry, Mfg., Inc. Defined Benefit Pension Plan (CA) 72 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.