Other · DOL Form 5500 · 2023
Charles F. Kettering Foundation Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 43
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $626,841
- Avg per participant High balance/head
Official DOL plan name: Charles F. Kettering Foundation Deferred Compensation Plan · Sponsored by Charles F. Kettering Foundation · Ohio · Educational Services
$27M in assets, 43 participants
Charles F. Kettering Foundation's Charles F. Kettering Foundation Deferred Compensation Plan reported $27M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #2,319 in Educational Services (3,735 peers)
Where Charles F. Kettering Foundation Deferred Compensation Plan sits by assets
Charles F. Kettering Foundation Deferred Compensation Plan sits in the top quartile of all filed plans by assets, $27M for 43 participants (~$626,841/participant), down 13.0% in 2023.
- #2,319
- in Educational Services (3,735 peers)
- -13.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charles F. Kettering Foundation Deferred Compensation Plan's outsized position by total assets
Charles F. Kettering Foundation Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,954,178 Top 22% higher than 78% 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
Charles F. Kettering Foundation Deferred Compensation 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 F. Kettering Foundation Deferred Compensation Plan is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles F. Kettering Foundation Deferred Compensation Plan reported net income rose from -$6M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Charles F. Kettering Foundation Deferred Compensation Plan end-of-year assets fell from $31M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Charles F. Kettering Foundation Deferred Compensation Plan reported participants rose from 41 in the plan year 2022 filing to 43 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 310549056 · Charles F. Kettering Foundation PY 2023 · Other
Charles F. Kettering Foundation Deferred Compensation Plan · $27M · 43 · 78th
- NET $27M
- BOOK 43
- VS-ST 78th
- BOY Other
- SCH near Barton College Retirement Plan
- EBSA ind #2319
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 Ohio →
Charles F. Kettering Foundation Deferred Compensation Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$4M |
| Employer EIN | 310549056 |
| Plan Effective Date | 1954-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles F. Kettering Foundation)
Sponsor-wide plan assets over time
All Charles F. Kettering Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 7.668034856235521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $31M |
| 2023 | 1 | 43 | $27M |
| 2024 | 1 | 38 | $29M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Charles F. Kettering Foundation Deferred Compensation Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Barton College Retirement Plan in NC ($27M); by covered participants it is Eden Medical Center Nurses Plan in CA (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Barton College Retirement Plan (NC) $27M · 185
- Healthpoint 403(b) Savings Plan (WA) $27M · 338
- Heritage Hall 403(b) DC and Tda Plan (OK) $27M · 186
- 403b Thrift Plan of Goodwill Industries International (MD) $27M · 133
Similar participant headcount
Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.
- Eden Medical Center Nurses Plan (CA) 43 · 0 off
- 403(b) Thrift Plan of Advancement Project Education Fund (DC) 43 · 0 off
- Women's Prison Association and Home, Inc. Tax Sheltered Annuity Plan (NY) 42 · 1 off
- Institute for Operations Research and the Management Sciences(Informs) 403(b) Plan (MD) 42 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.