Other · DOL Form 5500 · 2023

Weld Community Foundation Retirement Plan

Data updated 2026-08-25

$714K
Total assets Small plan by assets
6
Participants Small participant base
21st
Percentile by assets National rank
$118,958
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Community Foundation 403b Pension Plan · Sponsored by Weld Community Foundation · Colorado · Other Services

$714K in assets, 6 participants

Weld Community Foundation's The Community Foundation 403b Pension Plan reported $714K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,438 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, The Community Foundation 403b Pension Plan ranks #3,438 of 7,857 2023 filers by assets (2812% of the sector average)-$714K for 6 participants.

#3,438
in Other Services (7,857 peers)
+31.8%
assets growth YoY

The Community Foundation 403b Pension Plan among the smaller filed plans by assets

The Community Foundation 403b Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$713,745 21st percentile higher than 21% of 127,068 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 2023

The Community Foundation 403b Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Community Foundation 403b Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Community Foundation 403b Pension Plan reported net income rose from -$51K in the plan year 2022 filing to $172K in the plan year 2023 filing.
  • The Community Foundation 403b Pension Plan end-of-year assets rose from $542K in the plan year 2022 filing to $714K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841315296 · Weld Community Foundation PY 2023 · Other

The Community Foundation 403b Pension Plan · $714K · 6 · 21st

  • PHOTO $714K
  • IND 6
  • EOY 21st
  • 5500 Other
  • ASSETS near Discovery School 403(b) DC Plan
  • PCT ind #3438

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 Other Services retirement plans → · Plans in Colorado →

The Community Foundation 403b Pension Plan in the asset neighbourhood

Discovery School 403(b) DC PlanDiscovery School 403(b) DC P…$716KEast Baton Rouge Council on the Aging 403(b) PlanEast Baton Rouge Council on …$721KViolence Intervention Program, Inc. Tax Sheltered Annuity PlanViolence Intervention Progra…$722KThe Community Foundation 403b Pension PlanThe Community Foundation 403…$714KDesider Kohn Self Employed Profit Sharing PlanDesider Kohn Self Employed P…$707K
End-of-year total assets ($M) among The Community Foundation 403b Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$542K
Net Assets (End of Year)$714K
Net Income$172K
Employer EIN841315296
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weld Community Foundation)

Sponsor-wide plan assets over time

All Weld Community Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$624K 15.27630563321503% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.54M $0.62M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 6 $542K
2023 1 6 $714K
2024 1 6 $624K

Nearby Other Plans in Colorado

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

The Community Foundation 403b Pension Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants The Community Foundation 403b Pension Plan, Total assets ($B): 0.000713745 · Participants: 6The Community Foundation 403b Pension PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
The Community Foundation 403b Pension Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare The Community Foundation 403b Pension Plan side-by-side with 3 peers →

The Community Foundation 403b Pension Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Discovery School 403(b) DC Plan in OH ($716K); by covered participants it is 403(b) Pension & Medical Reimbursement Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Community Foundation 403b Pension Plan assets move in 2023? ▼
The Community Foundation 403b Pension Plan surged - up 31.8% during 2023, from $542K to $714K. Reported net income was $172K.
How have Weld Community Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weld Community Foundation's sponsor-wide assets grew 15.3%, from $542K to $624K.
Where does The Community Foundation 403b Pension Plan rank by assets among Form 5500 filers? ▼
The Community Foundation 403b Pension Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to The Community Foundation 403b Pension Plan? ▼
Among Other plans in other states, the closest by assets is Discovery School 403(b) DC Plan in OH ($716K, 11 participants).
Which Other plans cover a similar participant headcount to The Community Foundation 403b Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Pension & Medical Reimbursement Plan in MO (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841315296.

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.