Defined Benefit (Pension) · DOL Form 5500 · 2023
The Charles Stewart Mott Foundation Pension Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 67
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $504,846
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees of the Charles Stewart Mott Foundation · Sponsored by The Charles Stewart Mott Foundation · Michigan · Other Services
$34M in assets, 67 participants
The Charles Stewart Mott Foundation's Pension Plan for Employees of the Charles Stewart Mott Foundation reported $34M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,126 in Other Services (7,857 peers)
Where Pension Plan for Employees of the Charles Stewart Mott Foundation sits by assets
Pension Plan for Employees of the Charles Stewart Mott Foundation sits in the top quartile of all filed plans by assets, $34M for 67 participants (~$504,846/participant), up 13.7% in 2023.
- #7,126
- in Other Services (7,857 peers)
- +13.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Pension Plan for Employees of the Charles Stewart Mott Foundation's outsized position by total assets
Pension Plan for Employees of the Charles Stewart Mott Foundation vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,824,661 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pension Plan for Employees of the Charles Stewart Mott Foundation among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of the Charles Stewart Mott Foundation is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for Employees of the Charles Stewart Mott Foundation reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Pension Plan for Employees of the Charles Stewart Mott Foundation end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Pension Plan for Employees of the Charles Stewart Mott Foundation reported participants fell from 72 in the plan year 2022 filing to 67 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 381211227 · The Charles Stewart Mott Foundation PY 2023 · Defined Benefit (Pension)
Pension Plan for Employees of the Charles Stewart Mott Foundation · $34M · 67 · 81st
- VS-ST $34M
- VS-ST 67
- VS-ST 81st
- VS-ST Defined Benefit (Pension)
- VS-ST near Moneygram Pension Plan
- VS-ST ind #7126
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 Michigan →
Pension Plan for Employees of the Charles Stewart Mott Foundation in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 381211227 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Charles Stewart Mott Foundation)
Sponsor-wide plan assets over time
All The Charles Stewart Mott Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 12.80065464985441% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 151 | $67M |
| 2023 | 2 | 149 | $79M |
| 2024 | 2 | 141 | $75M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Pension Plan for Employees of the Charles Stewart Mott Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Moneygram Pension Plan in TX ($34M); by covered participants it is Employees' Pension Plan of Florida Public Utilities Company in DE (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.
- Employees' Pension Plan of Florida Public Utilities Company (DE) 67 · 0 off
- Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company (MA) 67 · 0 off
- Retirement Plan for Employees of Range Regional Health Services (MN) 67 · 0 off
- Western Quality Foods, L.C. Retirement Plan (CA) 67 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.