Other · DOL Form 5500 · 2022
California Teaching Fellows Foundation Retirement Plan
Data updated 2026-07-24
- $241K
- Total assets
- 1,147
- Participants
- 12th
- Percentile by assets
- $210
- Avg per participant
Official DOL plan name: California Teaching Fellows Foundation 403(b) Retirement Plan · Sponsored by California Teaching Fellows Foundation · California · Educational Services
California Teaching Fellows Foundation's California Teaching Fellows Foundation 403(b) Retirement Plan reported $241K in total assets and 1,147 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
What the 2022 filing shows
California Teaching Fellows Foundation 403(b) Retirement Plan holds $241K for 1,147 participants - about $210 per participant, among the smaller plans by assets on file, up 2.7% over the 2022 plan year.
- $241K
- total plan assets (2022 EOY)
- 1,147
- covered participants
- 12th
- percentile by assets (of 139,258 plans)
- $210
- avg assets per participant
Other · DOL Form 5500 · 2022
What the Filing Says About California Teaching Fellows Foundation 403(b) Retirement Plan
California Teaching Fellows Foundation 403(b) Retirement Plan is an Other retirement plan sponsored by California Teaching Fellows Foundation, headquartered in California. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $241K in total end-of-year assets and covers 1,147 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 200359353, and the plan has been effective since 2013-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets edged up modestly from $235K at the beginning of 2022 to $241K at year-end - up 2.7%. Net assets (after liabilities) closed the year at $234K, with reported net income of $2K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank California Teaching Fellows Foundation 403(b) Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2022)
| Total Assets (Beginning of Year) | $235K |
|---|---|
| Total Assets (End of Year) | $241K |
| Net Assets (End of Year) | $234K |
| Net Income | $2K |
| Plan Type | Other |
| Employer EIN | 200359353 |
| Plan Effective Date | 2013-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
California Teaching Fellows Foundation 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Frequently Asked Questions
How much money is in the California Teaching Fellows Foundation 403(b) Retirement Plan? ▼
What type of plan is California Teaching Fellows Foundation 403(b) Retirement Plan? ▼
Who sponsors the California Teaching Fellows Foundation 403(b) Retirement Plan? ▼
How did California Teaching Fellows Foundation 403(b) Retirement Plan perform in 2022? ▼
What this filing means
Ways to act on California Teaching Fellows Foundation 403(b) Retirement Plan's numbers.
- By total assets, California Teaching Fellows Foundation 403(b) Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 200359353.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.