Other · DOL Form 5500 · 2024
Weld Community Foundation Retirement Plan
Data updated 2026-08-25
- $624K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $104,044
- Avg per participant Below avg balance/head
Official DOL plan name: The Community Foundation 403b Pension Plan · Sponsored by Weld Community Foundation · Colorado · Other Services
$624K in assets, 6 participants
Weld Community Foundation's The Community Foundation 403b Pension Plan reported $624K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #3,159 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, The Community Foundation 403b Pension Plan ranks #3,159 of 7,719 2024 filers by assets (3215% of the sector average)-$624K for 6 participants.
- #3,159
- in Other Services (7,719 peers)
- -12.5%
- assets change YoY
The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Community Foundation 403b Pension Plan among the smaller filed plans by assets
The Community Foundation 403b Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$624,265 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Community Foundation 403b Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Community Foundation 403b Pension Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Community Foundation 403b Pension Plan reported net income fell from $172K in the plan year 2023 filing to -$89K in the plan year 2024 filing.
- The Community Foundation 403b Pension Plan end-of-year assets fell from $714K in the plan year 2023 filing to $624K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 841315296 · Weld Community Foundation PY 2024 · Other
The Community Foundation 403b Pension Plan · $624K · 6 · 19th
- NET $624K
- NET 6
- NET 19th
- NET Other
- NET near Klupenger Lumber Vip Profit Sharing Plan
- NET ind #3159
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 Colorado →
The Community Foundation 403b Pension Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $714K |
|---|---|
| Net Assets (End of Year) | $624K |
| Net Income | -$89K |
| Employer EIN | 841315296 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Weld Community Foundation)
Sponsor-wide plan assets over time
All Weld Community Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $624K 15.27630563321503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $542K |
| 2023 | 1 | 6 | $714K |
| 2024 | 1 | 6 | $624K |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.2B · 1,662
- Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
- University of Denver Retirement Plan $909M · 7,356
- Nrel 403(b) Employee Savings Plan $625M · 3,207
- Colorado College Retirement Benefit Plan $382M · 717
The Community Foundation 403b Pension Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Klupenger Lumber Vip Profit Sharing Plan in OR ($621K); by covered participants it is Alliance for African Assistance Plan 403b in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($624K here).
- Klupenger Lumber Vip Profit Sharing Plan (OR) $621K · 3
- The Clifton Institute, Inc 403(b) DC Plan (VA) $628K · 6
- Judson Union 403(b) Plan (OH) $629K · 113
- Da Elite Group Employee Profit Sharing Plan (401(k) (NV) $629K · 2
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.