401(k) · DOL Form 5500 · 2022

California State University, Fresno Foundation 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
1,107
Participants Near avg headcount
72nd
Percentile by assets National rank
$13,363
Avg per participant Low balance/head
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Official DOL plan name: California State University, Fresno Foundation 401(k) Plan · Sponsored by California State University, Fresno Foundation · California · Educational Services

$15M in assets, 1,107 participants

California State University, Fresno Foundation's California State University, Fresno Foundation 401(k) Plan reported $15M in total assets and 1,107 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,203 in Educational Services (4,024 peers)

California State University, Fresno Foundation multi-year trail

California State University, Fresno Foundation's plans moved +27.1% in assets from 2022 to 2024; this filing shows California State University, Fresno Foundation 401(k) Plan at $15M / 1,107 participants.

#2,203
in Educational Services (4,024 peers)
+14.5%
assets growth YoY

California State University, Fresno Foundation 401(k) Plan's outsized position by total assets

California State University, Fresno Foundation 401(k) Plan vs every filed plan by assets

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

$14,792,908 Top 28% higher than 72% 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 State University, Fresno Foundation 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California State University, Fresno Foundation 401(k) Plan lands in the large band (1,107 participants).

Plan-year Form 5500 strip

Filing strip 946003272 · California State University, Fresno Foundation PY 2022 · 401(k)

California State University, Fresno Foundation 401(k) Plan · $15M · 1,107 · 72nd

  • BOOK $15M
  • VS-ST 1,107
  • BOY 72nd
  • SCH 401(k)
  • EBSA near H. Bruce & Sons, Inc. 401(k) Retirement Plan
  • PART ind #2203

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 Educational Services retirement plans → · Plans in California →

California State University, Fresno Foundation 401(k) Plan in the asset neighbourhood

Nsb Profit Sharing 401(k) PlanNsb Profit Sharing 401(k) Pl…$15MCalifornia State University, Fresno Foundation 401(k) PlanCalifornia State University,…$15MH. Bruce & Sons, Inc. 401(k) Retirement PlanH. Bruce & Sons, Inc. 401(k)…$15MWind River Environmental 401(k) PlanWind River Environmental 401…$15MThe Norwood Company 401(k) Retirement Savings PlanThe Norwood Company 401(k) R…$15M
End-of-year total assets ($M) among California State University, Fresno Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California State University, Fresno Foundation multi-year asset trail

Sponsor-wide plan assets over time

All California State University, Fresno Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 27.094226503673248% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $18.8M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 1,107 $15M
2023 1 1,020 $17M
2024 1 1,372 $19M

California State University, Fresno Foundation filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN946003272
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

California State University, Fresno Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California State University, Fresno Foundation 401(k) Plan, Total assets ($B): 0.014792908 · Participants: 1107California State University, Fresno Foundation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
California State University, Fresno Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

California State University, Fresno Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is H. Bruce & Sons, Inc. 401(k) Retirement Plan in PA ($15M); by covered participants it is Riteway Bus Service, Inc. 401(k) Plan in WI (1,107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,107 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 State University, Fresno Foundation 401(k) Plan assets move in 2022?
California State University, Fresno Foundation 401(k) Plan grew at a solid clip - up 14.5% during 2022, from $13M to $15M. Reported net income was $2M.
How have California State University, Fresno Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), California State University, Fresno Foundation's sponsor-wide assets grew 27.1%, from $15M to $19M.
Which 401(k) plans are similar in size to California State University, Fresno Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is H. Bruce & Sons, Inc. 401(k) Retirement Plan in PA ($15M, 83 participants).
Which 401(k) plans cover a similar participant headcount to California State University, Fresno Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Riteway Bus Service, Inc. 401(k) Plan in WI (1,107 participants, $11M in assets).