Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CALIFORNIA TEACHING FELLOWS FOUNDATION

This Profit Sharing plan holds $241K in total assets and serves 1,147 participants as of 2022. It is sponsored by CALIFORNIA TEACHING FELLOWS FOUNDATION in California. The plan reported positive net income of $2K for the year.

Total Assets (2023)
$241K
Participants
1,147
State
Industry
Educational Services

What the Filing Says About CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN

CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by CALIFORNIA TEACHING FELLOWS FOUNDATION, headquartered in California. As of the 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 moved from $235K at the beginning of 2022 to $241K at year-end — a gain of 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.

Financial Summary (2023)

Total Assets (Beginning of Year)$235K
Total Assets (End of Year)$241K
Net Assets (End of Year)$234K
Net Income$2K
Plan TypeProfit Sharing
Employer EIN200359353
Plan Effective Date2013-08-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN?
As of the 2022 Form 5500 filing, CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN holds $241K in total assets with 1,147 participants. It is sponsored by CALIFORNIA TEACHING FELLOWS FOUNDATION.
What type of plan is CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN?
CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 2013-08-01. The plan is filed with the U.S. Department of Labor under EIN 200359353.
Who sponsors the CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN?
CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN is sponsored by CALIFORNIA TEACHING FELLOWS FOUNDATION, located in California. The sponsor's EIN is 200359353 and the plan operates in the Educational Services industry.
How did CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN perform in 2022?
CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN grew by 2.7% during 2022, moving from $235K to $241K in total assets. Net income was $2K.
Where can I find official filings for CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN?
Official Form 5500 filings for CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 200359353 or plan name at efast.dol.gov.
How does CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN compare to other plans?
You can compare CALIFORNIA TEACHING FELLOWS FOUNDATION 403(B) RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Data sourced from official public datasets. See our methodology for details.