Other · DOL Form 5500 · 2022

Community Research Foundation Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
911
Participants Near avg headcount
84th
Percentile by assets National rank
$36,160
Avg per participant Low balance/head
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Official DOL plan name: Community Research Foundation Retirement Savings Plan · Sponsored by Community Research Foundation · California · Healthcare & Social Assistance

$33M in assets, 911 participants

Community Research Foundation's Community Research Foundation Retirement Savings Plan reported $33M in total assets and 911 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,343 in Healthcare & Social Assistance (20,060 peers)

Where Community Research Foundation Retirement Savings Plan sits by assets

Community Research Foundation Retirement Savings Plan sits in the top quartile of all filed plans by assets, $33M for 911 participants (~$36,160/participant), up 19.1% in 2022.

#17,343
in Healthcare & Social Assistance (20,060 peers)
+19.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Community Research Foundation Retirement Savings Plan's outsized position by total assets

Community Research Foundation Retirement Savings Plan vs every filed plan by assets

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

$32,941,744 Top 16% higher than 84% 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

Community Research Foundation Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Research Foundation Retirement Savings Plan sits mid-pack in the medium band (911 participants).

DOL schedule card

Filing strip 953248148 · Community Research Foundation PY 2022 · Other

Community Research Foundation Retirement Savings Plan · $33M · 911 · 84th

  • PHOTO $33M
  • PHOTO 911
  • PHOTO 84th
  • PHOTO Other
  • PHOTO near Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan
  • PHOTO ind #17343

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Community Research Foundation Retirement Savings Plan in the asset neighbourhood

Piedmont Health Services, Inc. Retirement PlanPiedmont Health Services, In…$33MAlliance University 403(b) PlanAlliance University 403(b) P…$33MMoorings Park Institute, Inc. Tax Sheltered Retirement Annuity PlanMoorings Park Institute, Inc…$33MCommunity Research Foundation Retirement Savings PlanCommunity Research Foundatio…$33MAgrace Hospicecare Employee Retirement PlanAgrace Hospicecare Employee …$33M
End-of-year total assets ($M) among Community Research Foundation Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN953248148
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Research Foundation)

Sponsor-wide plan assets over time

All Community Research Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$46M 39.992660983583626% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.9M $46.1M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 911 $33M
2023 1 986 $39M
2024 1 965 $46M

Nearby Other Plans in California

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

Community Research Foundation Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Community Research Foundation Retirement Savings Plan, Total assets ($B): 0.032941744 · Participants: 911Community Research Foundation Retirement Savings 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
Community Research Foundation Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare Community Research Foundation Retirement Savings Plan side-by-side with 3 peers →

Community Research Foundation Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan in FL ($33M); by covered participants it is The Leukemia & Lymphoma Society, Inc. 403(b) Plan in NY (911 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (911 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 Community Research Foundation Retirement Savings Plan assets move in 2022? ▼
Community Research Foundation Retirement Savings Plan grew sharply - up 19.1% during 2022, from $28M to $33M. Reported net income was $5M.
How have Community Research Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Research Foundation's sponsor-wide assets grew 40.0%, from $33M to $46M.
Where does Community Research Foundation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Community Research Foundation Retirement Savings Plan ranks in the 84th 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 Community Research Foundation Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan in FL ($33M, 690 participants).
Which Other plans cover a similar participant headcount to Community Research Foundation Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Leukemia & Lymphoma Society, Inc. 403(b) Plan in NY (911 participants, $97M 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 953248148.

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.