Other · DOL Form 5500 · 2023

Center for Sustainable Energy Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
256
Participants Below avg headcount
65th
Percentile by assets National rank
$51,681
Avg per participant Low balance/head
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Official DOL plan name: Center for Sustainable Energy · Sponsored by Center for Sustainable Energy · California · Educational Services

$13M in assets, 256 participants

Center for Sustainable Energy's Center for Sustainable Energy reported $13M in total assets and 256 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,762 in Educational Services (3,735 peers)

Coverage in California

Center for Sustainable Energy covers 256 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $13M.

#1,762
in Educational Services (3,735 peers)
+26.3%
assets growth YoY

Center for Sustainable Energy's mid-pack asset rank among Educational Services and all filers

Center for Sustainable Energy vs every filed plan by assets

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

$13,230,217 Top 35% higher than 65% 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

Center for Sustainable Energy among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Center for Sustainable Energy sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Center for Sustainable Energy reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Center for Sustainable Energy end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Center for Sustainable Energy reported participants rose from 238 in the plan year 2022 filing to 256 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330936366 · Center for Sustainable Energy PY 2023 · Other

Center for Sustainable Energy · $13M · 256 · 65th

  • TYPE $13M
  • TYPE 256
  • TYPE 65th
  • TYPE Other
  • TYPE near Lake Forest Graduate School of Management Retirement Savings Plan
  • TYPE ind #1762

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 →

Center for Sustainable Energy in the asset neighbourhood

Van Wert County Hospital-Tax Deferred 403(b) PlanVan Wert County Hospital-Tax…$13MCenter for Sustainable Energy$13MLake Forest Graduate School of Management Retirement Savings PlanLake Forest Graduate School …$13MPomerene Hospital 403(b) Match PlanPomerene Hospital 403(b) Mat…$13MManchester Bidwell Corporation 403(b) PlanManchester Bidwell Corporati…$13M
End-of-year total assets ($M) among Center for Sustainable Energy and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN330936366
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Center for Sustainable Energy)

Sponsor-wide plan assets over time

All Center for Sustainable Energy plans reported in each filing year

Latest sponsor-wide plan assets
$15M 47.75087099600944% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.5M $15.5M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 238 $10M
2023 1 256 $13M
2024 1 264 $15M

Nearby Other Plans in California

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

Center for Sustainable Energy vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Center for Sustainable Energy, Total assets ($B): 0.013230217 · Participants: 256Center for Sustainable EnergyStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Center for Sustainable Energy vs. nearby Other plans in California, assets vs. participants
Compare Center for Sustainable Energy side-by-side with 3 peers →

Center for Sustainable Energy's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Lake Forest Graduate School of Management Retirement Savings Plan in IL ($13M); by covered participants it is New York City Criminal Justice Agency Tax Sheltered Annuity Plan in NY (256 participants). Same-state nearby plans are listed separately above.

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 Center for Sustainable Energy assets move in 2023? ▼
Center for Sustainable Energy grew sharply - up 26.3% during 2023, from $10M to $13M. Reported net income was $3M.
How have Center for Sustainable Energy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Center for Sustainable Energy's sponsor-wide assets grew 47.8%, from $10M to $15M.
Which Other plans are similar in size to Center for Sustainable Energy? ▼
Among Other plans in other states, the closest by assets is Lake Forest Graduate School of Management Retirement Savings Plan in IL ($13M, 208 participants).
Which Other plans cover a similar participant headcount to Center for Sustainable Energy? ▼
Among Other plans in other states, the closest by covered participants is New York City Criminal Justice Agency Tax Sheltered Annuity Plan in NY (256 participants, $20M 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 330936366.

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.