Money Purchase
2023 plan-year Money Purchase DOL Form 5500

VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VANGUARD CHARITABLE ENDOWMENT PROGRAM

This Money Purchase plan holds $12M in total assets and serves 95 participants as of 2023. It is sponsored by VANGUARD CHARITABLE ENDOWMENT PROGRAM in Pennsylvania. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$12M
Participants
95
State
Industry
Other Services

What the Filing Says About VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN

VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN is a Money Purchase retirement plan sponsored by VANGUARD CHARITABLE ENDOWMENT PROGRAM, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 95 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 232888152, and the plan has been effective since 1999-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $12M at year-end — a gain of 24.9%. Net assets (after liabilities) closed the year at $12M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$2M
Plan TypeMoney Purchase
Employer EIN232888152
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN?
As of the 2023 Form 5500 filing, VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN holds $12M in total assets with 95 participants. It is sponsored by VANGUARD CHARITABLE ENDOWMENT PROGRAM.
What type of plan is VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN?
VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN is a Money Purchase plan. It has been effective since 1999-07-01. The plan is filed with the U.S. Department of Labor under EIN 232888152.
Who sponsors the VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN?
VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN is sponsored by VANGUARD CHARITABLE ENDOWMENT PROGRAM, located in Pennsylvania. The sponsor's EIN is 232888152 and the plan operates in the Other Services industry.
How did VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN perform in 2023?
VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN grew by 24.9% during 2023, moving from $9M to $12M in total assets. Net income was $2M.
Where can I find official filings for VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN?
Official Form 5500 filings for VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232888152 or plan name at efast.dol.gov.
How does VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN compare to other plans?
You can compare VANGUARD CHARITABLE ENDOWMENT PROGRAM MONEY PURCHASE PENSION PLAN against other Money Purchase plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 232888152.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.