Other · DOL Form 5500 · 2023
United States Energy Foundation Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $168,225
- Avg per participant Above avg balance/head
Official DOL plan name: United States Energy Foundation 403(b) Retirement Plan · Sponsored by United States Energy Foundation · California · Other Services
$19M in assets, 110 participants
United States Energy Foundation's United States Energy Foundation 403(b) Retirement Plan reported $19M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #6,608 in Other Services (7,857 peers)
Coverage in California
United States Energy Foundation 403(b) Retirement Plan covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $19M.
- #6,608
- in Other Services (7,857 peers)
- +13.4%
- assets growth YoY
United States Energy Foundation 403(b) Retirement Plan's outsized position by total assets
United States Energy Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,504,795 Top 29% higher than 71% 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
United States Energy Foundation 403(b) 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. United States Energy Foundation 403(b) Retirement Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United States Energy Foundation 403(b) Retirement Plan reported net income rose from -$552K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- United States Energy Foundation 403(b) Retirement Plan reported participants rose from 83 in the plan year 2022 filing to 110 in the plan year 2023 filing.
- United States Energy Foundation 403(b) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 831740146 · United States Energy Foundation PY 2023 · Other
United States Energy Foundation 403(b) Retirement Plan · $19M · 110 · 71st
- BOY $19M
- BOY 110
- BOY 71st
- BOY Other
- BOY near Oslc & Odi 403b Plan
- BOY ind #6608
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 California →
United States Energy Foundation 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 831740146 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United States Energy Foundation)
Sponsor-wide plan assets over time
All United States Energy Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 30.571778931228273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $16M |
| 2023 | 1 | 110 | $19M |
| 2024 | 1 | 122 | $21M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
United States Energy Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Oslc & Odi 403b Plan in OR ($19M); by covered participants it is Sreb Retirement Plan in GA (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.
- Sreb Retirement Plan (GA) 110 · 0 off
- The New Foundations Retirement Plan (GA) 110 · 0 off
- St. Stephen's Episcopal School Retirement Plan (FL) 110 · 0 off
- Hospice of Southern Illinois, Inc. 403(b) Plan (IL) 110 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.