Other · DOL Form 5500 · 2023

California Community Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
74
Participants Small participant base
78th
Percentile by assets National rank
$366,813
Avg per participant High balance/head
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Official DOL plan name: California Community Foundation, Inc. Retirement Plan · Sponsored by California Community Foundation, Inc. · California · Real Estate

$27M in assets, 74 participants

California Community Foundation, Inc.'s California Community Foundation, Inc. Retirement Plan reported $27M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,258 in Real Estate (4,727 peers)

Where California Community Foundation, Inc. Retirement Plan sits by assets

California Community Foundation, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 74 participants (~$366,813/participant), up 15.5% in 2023.

#4,258
in Real Estate (4,727 peers)
+15.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

California Community Foundation, Inc. Retirement Plan's outsized position by total assets

California Community Foundation, Inc. Retirement Plan vs every filed plan by assets

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

$27,144,139 Top 22% higher than 78% 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

California Community Foundation, Inc. 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. California Community Foundation, Inc. Retirement Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Community Foundation, Inc. Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • California Community Foundation, Inc. Retirement Plan reported net income fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • California Community Foundation, Inc. Retirement Plan reported participants rose from 70 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953510055 · California Community Foundation, Inc. PY 2023 · Other

California Community Foundation, Inc. Retirement Plan · $27M · 74 · 78th

  • BOOK $27M
  • VS-ST 74
  • BOY 78th
  • SCH Other
  • EBSA near Safe Horizon 403(b) Retirement Savings Plan
  • PART ind #4258

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 Real Estate retirement plans → · Plans in California →

California Community Foundation, Inc. Retirement Plan in the asset neighbourhood

Far Hills Country Day School Defined Contribution Retirement PlanFar Hills Country Day School…$27MSafe Horizon 403(b) Retirement Savings PlanSafe Horizon 403(b) Retireme…$27MCalifornia Community Foundation, Inc. Retirement PlanCalifornia Community Foundat…$27MFulton County Health Center Tax Deferred Annuity PlanFulton County Health Center …$27MAmerican Association of Community Colleges 403(b) DC PlanAmerican Association of Comm…$27M
End-of-year total assets ($M) among California Community Foundation, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN953510055
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Community Foundation, Inc.)

Sponsor-wide plan assets over time

All California Community Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 28.084745689151546% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.5M $30.1M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 70 $24M
2023 1 74 $27M
2024 1 82 $30M

Nearby Other Plans in California

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

California Community Foundation, Inc. Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants California Community Foundation, Inc. Retirement Plan, Total assets ($B): 0.027144139 · Participants: 74California Community Foundation, Inc. Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
California Community Foundation, Inc. Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare California Community Foundation, Inc. Retirement Plan side-by-side with 3 peers →

California Community Foundation, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Safe Horizon 403(b) Retirement Savings Plan in NY ($27M); by covered participants it is Appalachian Trail Conservancy 403(b) Retirement Plan in WV (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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.

Frequently Asked Questions

How did California Community Foundation, Inc. Retirement Plan assets move in 2023? ▼
California Community Foundation, Inc. Retirement Plan grew sharply - up 15.5% during 2023, from $24M to $27M. Reported net income was $4M.
How have California Community Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Community Foundation, Inc.'s sponsor-wide assets grew 28.1%, from $24M to $30M.
Where does California Community Foundation, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
California Community Foundation, Inc. Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to California Community Foundation, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Safe Horizon 403(b) Retirement Savings Plan in NY ($27M, 883 participants).
Which Other plans cover a similar participant headcount to California Community Foundation, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Appalachian Trail Conservancy 403(b) Retirement Plan in WV (74 participants, $9M 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 953510055.

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.