401(k) · DOL Form 5500 · 2023

C.S. Mott Foundation 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
82
Participants Small participant base
84th
Percentile by assets National rank
$545,872
Avg per participant High balance/head
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Official DOL plan name: Charles Stewart Mott Foundation Tax Deferred Savings Plan · Sponsored by C.S. Mott Foundation · Michigan · Finance & Insurance

$45M in assets, 82 participants

C.S. Mott Foundation's Charles Stewart Mott Foundation Tax Deferred Savings Plan reported $45M in total assets and 82 participants in its 2023 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.

  • #6,744 in Finance & Insurance (8,869 peers)

Where Charles Stewart Mott Foundation Tax Deferred Savings Plan sits by assets

Charles Stewart Mott Foundation Tax Deferred Savings Plan sits in the top quartile of all filed plans by assets, $45M for 82 participants (~$545,872/participant), up 20.7% in 2023.

#6,744
in Finance & Insurance (8,869 peers)
+20.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Charles Stewart Mott Foundation Tax Deferred Savings Plan's outsized position by total assets

Charles Stewart Mott Foundation Tax Deferred Savings Plan vs every filed plan by assets

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

$44,761,492 Top 16% higher than 84% 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

Charles Stewart Mott Foundation Tax Deferred Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Stewart Mott Foundation Tax Deferred Savings Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles Stewart Mott Foundation Tax Deferred Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Charles Stewart Mott Foundation Tax Deferred Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Charles Stewart Mott Foundation Tax Deferred Savings Plan reported participants rose from 79 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 381211227 · C.S. Mott Foundation PY 2023 · 401(k)

Charles Stewart Mott Foundation Tax Deferred Savings Plan · $45M · 82 · 84th

  • ASSETS $45M
  • ASSETS 82
  • ASSETS 84th
  • ASSETS 401(k)
  • ASSETS near Profit Sharing Plan & Trust of South Carolina Oncology Associates, P. a.
  • ASSETS ind #6744

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 Finance & Insurance retirement plans → · Plans in Michigan →

Charles Stewart Mott Foundation Tax Deferred Savings Plan in the asset neighbourhood

Knauf 401(k) Plan for Union EmployeesKnauf 401(k) Plan for Union …$45MCharles Stewart Mott Foundation Tax Deferred Savings PlanCharles Stewart Mott Foundat…$45MProfit Sharing Plan & Trust of South Carolina Oncology Associates, P. a.Profit Sharing Plan & Trust …$45MX-Fab Texas, Inc. Employees 401(k) Profit Sharing PlanX-Fab Texas, Inc. Employees …$45MBruce Oakley, Inc. 401(k) Profit Sharing PlanBruce Oakley, Inc. 401(k) Pr…$45M
End-of-year total assets ($M) among Charles Stewart Mott Foundation Tax Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN381211227
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.S. Mott Foundation)

Sponsor-wide plan assets over time

All C.S. Mott Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$75M 12.80065464985441% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $66.9M $75.4M ▲ +12.8%
Year Plans Participants Total Assets
2022 2 151 $67M
2023 2 149 $79M
2024 2 141 $75M

Nearby 401(k) Plans in Michigan

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

Charles Stewart Mott Foundation Tax Deferred Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Charles Stewart Mott Foundation Tax Deferred Savings Plan, Total assets ($B): 0.044761492 · Participants: 82Charles Stewart Mott Foundation Tax Deferred Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Charles Stewart Mott Foundation Tax Deferred Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Charles Stewart Mott Foundation Tax Deferred Savings Plan side-by-side with 3 peers →

Charles Stewart Mott Foundation Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Profit Sharing Plan & Trust of South Carolina Oncology Associates, P. a. in SC ($45M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Charles Stewart Mott Foundation Tax Deferred Savings Plan assets move in 2023? ▼
Charles Stewart Mott Foundation Tax Deferred Savings Plan grew sharply - up 20.7% during 2023, from $37M to $45M. Reported net income was $8M.
How have C.S. Mott Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.S. Mott Foundation's sponsor-wide assets grew 12.8%, from $67M to $75M.
Where does Charles Stewart Mott Foundation Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Charles Stewart Mott Foundation Tax Deferred Savings Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charles Stewart Mott Foundation Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Profit Sharing Plan & Trust of South Carolina Oncology Associates, P. a. in SC ($45M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Charles Stewart Mott Foundation Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 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 381211227.

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.