Defined Benefit (Pension) · DOL Form 5500 · 2023

Edward Charles Foundation Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Edward Charles Foundation Defined Benefit Pension Plan · Sponsored by Edward Charles Foundation · California · Other Services

$1M in assets, 1 participants

Edward Charles Foundation's Edward Charles Foundation Defined Benefit Pension Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,846 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Edward Charles Foundation Defined Benefit Pension Plan ranks #3,846 of 7,857 2023 filers by assets (1847% of the sector average)-$1M for 1 participant.

#3,846
in Other Services (7,857 peers)
+2.0%
assets growth YoY

Edward Charles Foundation Defined Benefit Pension Plan among the smaller filed plans by assets

Edward Charles Foundation Defined Benefit Pension Plan vs every filed plan by assets

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

$1,086,484 24th percentile higher than 24% 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

Edward Charles Foundation Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edward Charles Foundation Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edward Charles Foundation Defined Benefit Pension Plan reported net income fell from $24K in the plan year 2022 filing to $22K in the plan year 2023 filing.
  • Edward Charles Foundation Defined Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 264245043 · Edward Charles Foundation PY 2023 · Defined Benefit (Pension)

Edward Charles Foundation Defined Benefit Pension Plan · $1M · 1 · 24th

  • VS-ST $1M
  • BOY 1
  • SCH 24th
  • EBSA Defined Benefit (Pension)
  • PART near Twin Oil Company Employees' Pension Plan and Trust
  • TYPE ind #3846

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 →

Edward Charles Foundation Defined Benefit Pension Plan in the asset neighbourhood

Edward Charles Foundation Defined Benefit Pension PlanEdward Charles Foundation De…$1MNewspaper and Magazine Employees Union and Philadelphia Publishers Pension PlanNewspaper and Magazine Emplo…$1MTwin Oil Company Employees' Pension Plan and TrustTwin Oil Company Employees' …$1MThe Tashjy Law Firm LLC Cash Balance PlanThe Tashjy Law Firm LLC Cash…$1MThe Vascular Institute of Birmingham, PC Cash Balance PlanThe Vascular Institute of Bi…$1M
End-of-year total assets ($M) among Edward Charles Foundation Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$22K
Employer EIN264245043
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edward Charles Foundation)

Sponsor-wide plan assets over time

All Edward Charles Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.711132900918365% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M 202220232024 $1.06M $1.16M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Edward Charles Foundation Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Edward Charles Foundation Defined Benefit Pension Plan, Total assets ($B): 0.001086484 · Participants: 1Edward Charles Foundation Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Edward Charles Foundation Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Edward Charles Foundation Defined Benefit Pension Plan side-by-side with 3 peers →

Edward Charles Foundation Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Twin Oil Company Employees' Pension Plan and Trust in FL ($1M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Edward Charles Foundation Defined Benefit Pension Plan assets move in 2023? ▼
Edward Charles Foundation Defined Benefit Pension Plan edged up modestly - up 2.0% during 2023, from $1M to $1M. Reported net income was $22K.
How have Edward Charles Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward Charles Foundation's sponsor-wide assets grew 8.7%, from $1M to $1M.
Where does Edward Charles Foundation Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Edward Charles Foundation Defined Benefit Pension Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Edward Charles Foundation Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Twin Oil Company Employees' Pension Plan and Trust in FL ($1M, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Edward Charles Foundation Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, N/A 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 264245043.

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.