Other · DOL Form 5500 · 2022
United States Energy Foundation Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $196,660
- Avg per participant Above avg balance/head
Official DOL plan name: United States Energy Foundation 403(b) Retirement Plan · Sponsored by United States Energy Foundation · California · Other Services
$16M in assets, 83 participants
United States Energy Foundation's United States Energy Foundation 403(b) Retirement Plan reported $16M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #7,168 in Other Services (8,398 peers)
United States Energy Foundation multi-year trail
United States Energy Foundation's plans moved +30.6% in assets from 2022 to 2024; this filing shows United States Energy Foundation 403(b) Retirement Plan at $16M / 83 participants.
- #7,168
- in Other Services (8,398 peers)
- -3.3%
- assets change YoY
The plan reported a net loss of $552K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United States Energy Foundation 403(b) Retirement Plan's outsized position by total assets
United States Energy Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,322,812 Top 26% higher than 74% 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
United States Energy Foundation 403(b) Retirement 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. United States Energy Foundation 403(b) Retirement Plan is a small filing (83 participants) on this national headcount ladder.
DOL schedule card
Filing strip 831740146 · United States Energy Foundation PY 2022 · Other
United States Energy Foundation 403(b) Retirement Plan · $16M · 83 · 74th
- IND $16M
- EOY 83
- 5500 74th
- ASSETS Other
- PCT near The Lakes Community Health Center, Inc. 403(b) Plan
- EIN ind #7168
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 California →
United States Energy Foundation 403(b) Retirement Plan in the asset neighbourhood
United States Energy Foundation multi-year asset trail
Sponsor-wide plan assets over time
All United States Energy Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 30.571778931228273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $16M |
| 2023 | 1 | 110 | $19M |
| 2024 | 1 | 122 | $21M |
United States Energy Foundation filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$552K |
| Employer EIN | 831740146 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
United States Energy Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Lakes Community Health Center, Inc. 403(b) Plan in WI ($16M); by covered participants it is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 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.