Defined Benefit (Pension) · DOL Form 5500 · 2022

The Charles Stewart Mott Foundation Pension Plan

Data updated 2026-08-11

$30M
Total assets
72
Participants
83rd
Percentile by assets
$413,314
Avg per participant
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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.

  • 83rd percentile by assets (of 139,126 plans)
  • #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.

$30M
total plan assets (2022 EOY)
72
covered participants
83rd
percentile by assets (of 139,126 plans)
$413,314
avg assets per participant

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.

Where Pension Plan for Employees of the Charles Stewart Mott Foundation sits 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

This plan $0 $2,010,000,000 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

State
Michigan
Industry
Other Services

Pension Plan for Employees of the Charles Stewart Mott Foundation vs the 2022 asset distribution

By assets, Pension Plan for Employees of the Charles Stewart Mott Foundation outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$30M
Net Income-$10M
Employer EIN381211227
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Charles Stewart Mott Foundation)

$65M$70M$75M$80M 202220232024 $66.9M $75.4M ▲ +12.8%
Total plan assets by year, all The Charles Stewart Mott Foundation plans on file
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.

Pension Plan for Employees of the Charles Stewart Mott Foundation vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Pension Plan for Emp…, Total assets ($B): 0.029758622 · Participants: 72Pension Plan for Emp…General Motors Hourl…, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourl…Ford Motor Company U…, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company U…Ford Motor Company G…, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company G…Dow Employees' Pensi…, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pensi…Fca US LLC UAW Pensi…, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pensi…
Pension Plan for Employees of the Charles Stewart Mott Foundation vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Pension Plan for Employees of the Charle… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan for Employees of the Charles Stewart Mott Foundation by total assets, not by location.

Frequently Asked Questions

How did Pension Plan for Employees of the Charles Stewart Mott Foundation assets move in 2022? ▼
Pension Plan for Employees of the Charles Stewart Mott Foundation declined sharply - down 26.0% during 2022, from $40M to $30M. Reported net income was -$10M.
How have The Charles Stewart Mott Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Charles Stewart Mott Foundation's sponsor-wide assets grew 12.8%, from $67M to $75M.
Where does Pension Plan for Employees of the Charles Stewart Mott Foundation rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of the Charles Stewart Mott Foundation ranks in the 83rd 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 Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of the Charles Stewart Mott Foundation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Abound Federal Credit Union Defined Benefit Plan and Trust in KY ($30M, 303 participants).

Next read for Pension Plan for Employees of the Charle…

Scale reading

Ways to act on Pension Plan for Employees of the Charles Stewart Mott Foundation's numbers.

  • By total assets, Pension Plan for Employees of the Charles Stewart Mott Foundation ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Michigan. Compare plans
  • The Charles Stewart Mott Foundation's sponsor-wide assets have grown 12.8% since 2022 across 3 plan years on file. More Other Services plans

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.