401(k) · DOL Form 5500 · 2022

Richard J. Caron Foundation 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
716
Participants Below avg headcount
88th
Percentile by assets National rank
$66,157
Avg per participant Below avg balance/head
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Official DOL plan name: Richard J. Caron Foundation Retirement Plan · Sponsored by Richard J. Caron Foundation · Pennsylvania · Healthcare & Social Assistance

$47M in assets, 716 participants

Richard J. Caron Foundation's Richard J. Caron Foundation Retirement Plan reported $47M in total assets and 716 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,949 in Healthcare & Social Assistance (20,060 peers)

Where Richard J. Caron Foundation Retirement Plan sits by assets

Richard J. Caron Foundation Retirement Plan sits in the top quartile of all filed plans by assets, $47M for 716 participants (~$66,157/participant), down 16.1% in 2022.

#17,949
in Healthcare & Social Assistance (20,060 peers)
-16.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard J. Caron Foundation Retirement Plan's outsized position by total assets

Richard J. Caron Foundation Retirement Plan vs every filed plan by assets

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

$47,368,682 Top 12% higher than 88% 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

Richard J. Caron Foundation Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard J. Caron Foundation Retirement Plan sits mid-pack in the medium band (716 participants).

DOL schedule card

Filing strip 236050680 · Richard J. Caron Foundation PY 2022 · 401(k)

Richard J. Caron Foundation Retirement Plan · $47M · 716 · 88th

  • PART $47M
  • TYPE 716
  • NET 88th
  • BOOK 401(k)
  • VS-ST near Cst Industries, Inc. 401(k) Profit Sharing Plan
  • BOY ind #17949

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Richard J. Caron Foundation Retirement Plan in the asset neighbourhood

Richard J. Caron Foundation Retirement PlanRichard J. Caron Foundation …$47MCst Industries, Inc. 401(k) Profit Sharing PlanCst Industries, Inc. 401(k) …$47MHanwha Aerospace USA LLC 401(k) PlanHanwha Aerospace USA LLC 401…$47MEmpire Today, LLC 401(k) Profit Sharing PlanEmpire Today, LLC 401(k) Pro…$47MGame Show Network 401(k) & Profit Sharing PlanGame Show Network 401(k) & P…$47M
End-of-year total assets ($M) among Richard J. Caron Foundation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$47M
Net Income-$9M
Employer EIN236050680
Plan Effective Date1971-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard J. Caron Foundation)

Sponsor-wide plan assets over time

All Richard J. Caron Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$61M 28.85007440147902% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.4M $61M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 716 $47M
2023 1 707 $56M
2024 1 676 $61M

Nearby 401(k) Plans in Pennsylvania

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

Richard J. Caron Foundation Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Richard J. Caron Foundation Retirement Plan, Total assets ($B): 0.047368682 · Participants: 716Richard J. Caron Foundation Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Richard J. Caron Foundation Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Richard J. Caron Foundation Retirement Plan side-by-side with 3 peers →

Richard J. Caron Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cst Industries, Inc. 401(k) Profit Sharing Plan in KS ($47M); by covered participants it is Geon Performance Solutions 401(k) Plan in OH (716 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (716 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 Richard J. Caron Foundation Retirement Plan assets move in 2022? ▼
Richard J. Caron Foundation Retirement Plan declined sharply - down 16.1% during 2022, from $56M to $47M. Reported net income was -$9M.
How have Richard J. Caron Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard J. Caron Foundation's sponsor-wide assets grew 28.9%, from $47M to $61M.
Where does Richard J. Caron Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Richard J. Caron Foundation Retirement Plan ranks in the 88th 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 Richard J. Caron Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cst Industries, Inc. 401(k) Profit Sharing Plan in KS ($47M, 505 participants).
Which 401(k) plans cover a similar participant headcount to Richard J. Caron Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Geon Performance Solutions 401(k) Plan in OH (716 participants, $86M 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 236050680.

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.