Defined Benefit (Pension) · DOL Form 5500 · 2023
The Culver Educational Foundation Pension Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $251,239
- Avg per participant Above avg balance/head
Official DOL plan name: Culver Educational Foundation Retirement Plan · Sponsored by The Culver Educational Foundation · Indiana · Educational Services
$21M in assets, 84 participants
The Culver Educational Foundation's Culver Educational Foundation Retirement Plan reported $21M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,117 in Educational Services (3,735 peers)
2023 asset change
Culver Educational Foundation Retirement Plan pulled back noticeably 9.6% in 2023 ($23M → $21M) for 84 participants.
- #2,117
- in Educational Services (3,735 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Culver Educational Foundation Retirement Plan's outsized position by total assets
Culver Educational Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,104,049 Top 26% higher than 74% 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
Culver Educational Foundation Retirement 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. Culver Educational Foundation Retirement Plan is a small filing (84 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Culver Educational Foundation Retirement Plan reported net income fell from $579K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Culver Educational Foundation Retirement Plan reported participants fell from 94 in the plan year 2022 filing to 84 in the plan year 2023 filing.
- Culver Educational Foundation Retirement Plan end-of-year assets fell from $23M in the plan year 2022 filing to $21M in the plan year 2023 filing.
DOL schedule card
Filing strip 350868071 · The Culver Educational Foundation PY 2023 · Defined Benefit (Pension)
Culver Educational Foundation Retirement Plan · $21M · 84 · 74th
- PHOTO $21M
- IND 84
- EOY 74th
- 5500 Defined Benefit (Pension)
- ASSETS near Retirement Plan for Employees of Fordyce Company
- PCT ind #2117
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 Indiana →
Culver Educational Foundation Retirement Plan in the asset neighbourhood
The Culver Educational Foundation years around the 2023 move
Sponsor-wide plan assets over time
All The Culver Educational Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 9.57096570491729% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 551 | $89M |
| 2023 | 2 | 547 | $94M |
| 2024 | 2 | 566 | $81M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$2M |
| Employer EIN | 350868071 |
| Plan Effective Date | 1927-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.7B · 19,111
- Cummins Pension Plan $3.3B · 26,560
- Indiana Laborers Pension Fund $1.7B · 10,800
- Elevance Health Cash Balance Plan a $1.3B · 8,197
- Nisource Pension Plan $1.1B · 2,174
Culver Educational Foundation Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Fordyce Company in TX ($21M); by covered participants it is Chemung Canal Trust Company Pension Plan in NY (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (84 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.