Other · DOL Form 5500 · 2023
Community Research Foundation Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 986
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $39,876
- Avg per participant Low balance/head
Official DOL plan name: Community Research Foundation Retirement Savings Plan · Sponsored by Community Research Foundation · California · Healthcare & Social Assistance
$39M in assets, 986 participants
Community Research Foundation's Community Research Foundation Retirement Savings Plan reported $39M in total assets and 986 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #15,097 in Healthcare & Social Assistance (17,684 peers)
Where Community Research Foundation Retirement Savings Plan sits by assets
Community Research Foundation Retirement Savings Plan sits in the top quartile of all filed plans by assets, $39M for 986 participants (~$39,876/participant), up 19.4% in 2023.
- #15,097
- in Healthcare & Social Assistance (17,684 peers)
- +19.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Community Research Foundation Retirement Savings Plan's outsized position by total assets
Community Research Foundation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,318,217 Top 17% higher than 83% 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
Community Research Foundation Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Research Foundation Retirement Savings Plan sits mid-pack in the medium band (986 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Community Research Foundation Retirement Savings Plan reported net income rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Community Research Foundation Retirement Savings Plan end-of-year assets rose from $33M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Community Research Foundation Retirement Savings Plan reported participants rose from 911 in the plan year 2022 filing to 986 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 953248148 · Community Research Foundation PY 2023 · Other
Community Research Foundation Retirement Savings Plan · $39M · 986 · 83rd
- ASSETS $39M
- PCT 986
- EIN 83rd
- RANK Other
- PHOTO near 403(b) Retirement Plan of Lifecare Medical Center
- IND ind #15097
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Community Research Foundation Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $6M |
| Employer EIN | 953248148 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Research Foundation)
Sponsor-wide plan assets over time
All Community Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 39.992660983583626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 911 | $33M |
| 2023 | 1 | 986 | $39M |
| 2024 | 1 | 965 | $46M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Community Research Foundation Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Retirement Plan of Lifecare Medical Center in MN ($39M); by covered participants it is National Outdoor Leadership School Tax Sheltered Annuity Plan in WY (986 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (986 participants); asset peers above are excluded.
- National Outdoor Leadership School Tax Sheltered Annuity Plan (WY) 986 · 0 off
- Baker College Professional Services 403(b) Plan (MI) 988 · 2 off
- Providence College 403(b) Plan (RI) 984 · 2 off
- Denver Firefighters Protective Association (CO) 989 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.