Other · DOL Form 5500 · 2022

California Community Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
70
Participants Small participant base
80th
Percentile by assets National rank
$335,743
Avg per participant High balance/head
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Official DOL plan name: California Community Foundation, Inc. Retirement Plan · Sponsored by California Community Foundation, Inc. · California · Real Estate

$24M in assets, 70 participants

California Community Foundation, Inc.'s California Community Foundation, Inc. Retirement Plan reported $24M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,591 in Real Estate (5,057 peers)

Where California Community Foundation, Inc. Retirement Plan sits by assets

California Community Foundation, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 70 participants (~$335,743/participant), up 20.8% in 2022.

#4,591
in Real Estate (5,057 peers)
+20.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

California Community Foundation, Inc. Retirement Plan's outsized position by total assets

California Community Foundation, Inc. Retirement Plan vs every filed plan by assets

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

$23,501,986 Top 20% higher than 80% 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

California Community Foundation, Inc. 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. California Community Foundation, Inc. Retirement Plan is a small filing (70 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 953510055 · California Community Foundation, Inc. PY 2022 · Other

California Community Foundation, Inc. Retirement Plan · $24M · 70 · 80th

  • VS-ST $24M
  • VS-ST 70
  • VS-ST 80th
  • VS-ST Other
  • VS-ST near Westminster Services, Inc. 403(b) Plan
  • VS-ST ind #4591

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 Real Estate retirement plans → · Plans in California →

California Community Foundation, Inc. Retirement Plan in the asset neighbourhood

Mainehealth Legacy 403(b) Retirement PlanMainehealth Legacy 403(b) Re…$24MCalifornia Community Foundation, Inc. Retirement PlanCalifornia Community Foundat…$24MWestminster Services, Inc. 403(b) PlanWestminster Services, Inc. 4…$23MThe Silvercrest Center for Nursing and Rehabilitation Retirement and Savings PlanThe Silvercrest Center for N…$23MThe Richland Hospital, Inc. Tax Deferred Annuity PlanThe Richland Hospital, Inc. …$23M
End-of-year total assets ($M) among California Community Foundation, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN953510055
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Community Foundation, Inc.)

Sponsor-wide plan assets over time

All California Community Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 28.084745689151546% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.5M $30.1M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 70 $24M
2023 1 74 $27M
2024 1 82 $30M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

California Community Foundation, Inc. Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants California Community Foundation, Inc. Retirement Plan, Total assets ($B): 0.023501986 · Participants: 70California Community Foundation, Inc. Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
California Community Foundation, Inc. Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare California Community Foundation, Inc. Retirement Plan side-by-side with 3 peers →

California Community Foundation, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Westminster Services, Inc. 403(b) Plan in FL ($23M); by covered participants it is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 California Community Foundation, Inc. Retirement Plan assets move in 2022? ▼
California Community Foundation, Inc. Retirement Plan grew sharply - up 20.8% during 2022, from $19M to $24M. Reported net income was $4M.
How have California Community Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Community Foundation, Inc.'s sponsor-wide assets grew 28.1%, from $24M to $30M.
Where does California Community Foundation, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
California Community Foundation, Inc. Retirement Plan ranks in the 80th 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 Other plans are similar in size to California Community Foundation, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Westminster Services, Inc. 403(b) Plan in FL ($23M, 2,276 participants).
Which Other plans cover a similar participant headcount to California Community Foundation, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (70 participants, $9M 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 953510055.

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.