Other · DOL Form 5500 · 2023

The Asia Foundation Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
163
Participants Small participant base
90th
Percentile by assets National rank
$522,637
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Asia Foundation Defined Contribution Retirement Plan · Sponsored by The Asia Foundation · California · Educational Services

$85M in assets, 163 participants

The Asia Foundation's Asia Foundation Defined Contribution Retirement Plan reported $85M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,092 in Educational Services (3,735 peers)

Coverage in California

Asia Foundation Defined Contribution Retirement Plan covers 163 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $85M.

#3,092
in Educational Services (3,735 peers)
+14.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Asia Foundation Defined Contribution Retirement Plan's outsized position by total assets

Asia Foundation Defined Contribution Retirement Plan vs every filed plan by assets

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

$85,189,768 Top 10% higher than 90% 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

Asia Foundation Defined Contribution Retirement Plan 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. Asia Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asia Foundation Defined Contribution Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Asia Foundation Defined Contribution Retirement Plan end-of-year assets rose from $74M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Asia Foundation Defined Contribution Retirement Plan reported participants fell from 187 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941191246 · The Asia Foundation PY 2023 · Other

Asia Foundation Defined Contribution Retirement Plan · $85M · 163 · 90th

  • BOY $85M
  • SCH 163
  • EBSA 90th
  • PART Other
  • TYPE near Rockhurst University Retirement Savings Plan
  • NET ind #3092

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 →

Asia Foundation Defined Contribution Retirement Plan in the asset neighbourhood

Palmetto Association of Independent Schools Multiple Employer PlanPalmetto Association of Inde…$85MHuman Resources Research Organization Defined Contribution PlanHuman Resources Research Org…$85MAsia Foundation Defined Contribution Retirement PlanAsia Foundation Defined Cont…$85MRockhurst University Retirement Savings PlanRockhurst University Retirem…$85MWestminster University Defined Contribution Retirement PlanWestminster University Defin…$85M
End-of-year total assets ($M) among Asia Foundation Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$85M
Net Income$11M
Employer EIN941191246
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Asia Foundation)

Sponsor-wide plan assets over time

All The Asia Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$93M 25.37456303807363% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $74.4M $93.3M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 187 $74M
2023 1 163 $85M
2024 1 155 $93M

Nearby Other Plans in California

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

Asia Foundation Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Asia Foundation Defined Contribution Retirement Plan, Total assets ($B): 0.085189768 · Participants: 163Asia Foundation Defined Contribution Retirement PlanStanford 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
Asia Foundation Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Asia Foundation Defined Contribution Retirement Plan side-by-side with 3 peers →

Asia Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Rockhurst University Retirement Savings Plan in MO ($85M); by covered participants it is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Asia Foundation Defined Contribution Retirement Plan assets move in 2023? ▼
Asia Foundation Defined Contribution Retirement Plan grew at a solid clip - up 14.5% during 2023, from $74M to $85M. Reported net income was $11M.
How have The Asia Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Asia Foundation's sponsor-wide assets grew 25.4%, from $74M to $93M.
Where does Asia Foundation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Asia Foundation Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Asia Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Rockhurst University Retirement Savings Plan in MO ($85M, 430 participants).
Which Other plans cover a similar participant headcount to Asia Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants, $12M 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 941191246.

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.