Money Purchase · DOL Form 5500 · 2023

Vanguard Charitable Endowment Program Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
95
Participants Small participant base
62nd
Percentile by assets National rank
$121,341
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vanguard Charitable Endowment Program Money Purchase Pension Plan · Sponsored by Vanguard Charitable Endowment Program · Pennsylvania · Other Services

$12M in assets, 95 participants

Vanguard Charitable Endowment Program's Vanguard Charitable Endowment Program Money Purchase Pension Plan reported $12M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,144 in Other Services (7,857 peers)

Vanguard Charitable Endowment Program multi-year trail

Vanguard Charitable Endowment Program's plans moved +26.9% in assets from 2023 to 2024; this filing shows Vanguard Charitable Endowment Program Money Purchase Pension Plan at $12M / 95 participants.

#6,144
in Other Services (7,857 peers)
+24.9%
assets growth YoY

Vanguard Charitable Endowment Program Money Purchase Pension Plan's mid-pack asset rank among Other Services and all filers

Vanguard Charitable Endowment Program Money Purchase Pension Plan vs every filed plan by assets

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

$11,527,412 Top 38% higher than 62% 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

Vanguard Charitable Endowment Program Money Purchase Pension 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. Vanguard Charitable Endowment Program Money Purchase Pension Plan is a small filing (95 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 232888152 · Vanguard Charitable Endowment Program PY 2023 · Money Purchase

Vanguard Charitable Endowment Program Money Purchase Pension Plan · $12M · 95 · 62nd

  • EOY $12M
  • 5500 95
  • ASSETS 62nd
  • PCT Money Purchase
  • EIN near David Chapman Agency Money Purchase Plan
  • RANK ind #6144

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 Pennsylvania →

Vanguard Charitable Endowment Program Money Purchase Pension Plan in the asset neighbourhood

Heat & Frost Insulators and Allied Workers Local #50 Annuity PlanHeat & Frost Insulators and …$12MHeat & Frost Insulators Local 127 Supplemental/401(k) Retirement PlanHeat & Frost Insulators Loca…$12MDavid Chapman Agency Money Purchase PlanDavid Chapman Agency Money P…$12MLocal 210's Annuity Fund$12MVanguard Charitable Endowment Program Money Purchase Pension PlanVanguard Charitable Endowmen…$12M
End-of-year total assets ($M) among Vanguard Charitable Endowment Program Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Vanguard Charitable Endowment Program multi-year asset trail

Sponsor-wide plan assets over time

All Vanguard Charitable Endowment Program plans reported in each filing year

Latest sponsor-wide plan assets
$15M 26.884030864863682% vs 2023
2024 filing year
$11M$12M$13M$14M$15M 20232024 $11.5M $14.6M ▲ +26.9%
Year Plans Participants Total Assets
2023 1 95 $12M
2024 1 98 $15M

Vanguard Charitable Endowment Program filing trail (2023)

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

Nearby Money Purchase Plans in Pennsylvania

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

Vanguard Charitable Endowment Program Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Vanguard Charitable Endowment Program Money Purchase Pension Plan, Total assets ($M): 11.527412 · Participants: 95Vanguard Charitable Endowment Program Money Purchase Pension PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Vanguard Charitable Endowment Program Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Vanguard Charitable Endowment Program Money Purchase Pension Plan side-by-side with 3 peers →

Vanguard Charitable Endowment Program Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is David Chapman Agency Money Purchase Plan in MI ($12M); by covered participants it is Defenders of Wildlife Pension Plan in DC (95 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 Vanguard Charitable Endowment Program Money Purchase Pension Plan assets move in 2023? ▼
Vanguard Charitable Endowment Program Money Purchase Pension Plan grew sharply - up 24.9% during 2023, from $9M to $12M. Reported net income was $2M.
How have Vanguard Charitable Endowment Program plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Vanguard Charitable Endowment Program's sponsor-wide assets grew 26.9%, from $12M to $15M.
Which Money Purchase plans are similar in size to Vanguard Charitable Endowment Program Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is David Chapman Agency Money Purchase Plan in MI ($12M, 26 participants).
Which Money Purchase plans cover a similar participant headcount to Vanguard Charitable Endowment Program Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Defenders of Wildlife Pension Plan in DC (95 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 232888152.

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.