Other · DOL Form 5500 · 2023

Childrens Defense Fund Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
102
Participants Small participant base
71st
Percentile by assets National rank
$184,366
Avg per participant Above avg balance/head
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Official DOL plan name: Childrens Defense Fund Retirement Plan · Sponsored by Childrens Defense Fund · District of Columbia · Educational Services

$19M in assets, 102 participants

Childrens Defense Fund's Childrens Defense Fund Retirement Plan reported $19M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,033 in Educational Services (3,735 peers)

Coverage in District of Columbia

Childrens Defense Fund Retirement Plan covers 102 participants in District of Columbia, about 7% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $19M.

#2,033
in Educational Services (3,735 peers)
+14.4%
assets growth YoY

Childrens Defense Fund Retirement Plan's outsized position by total assets

Childrens Defense Fund Retirement Plan vs every filed plan by assets

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

$18,805,345 Top 29% higher than 71% 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

Childrens Defense Fund Retirement 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. Childrens Defense Fund Retirement Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Childrens Defense Fund Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Childrens Defense Fund Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Childrens Defense Fund Retirement Plan reported participants fell from 107 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 520895622 · Childrens Defense Fund PY 2023 · Other

Childrens Defense Fund Retirement Plan · $19M · 102 · 71st

  • TYPE $19M
  • TYPE 102
  • TYPE 71st
  • TYPE Other
  • TYPE near The Roeper School Savings and Match Plan
  • TYPE ind #2033

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 District of Columbia →

Childrens Defense Fund Retirement Plan in the asset neighbourhood

The Coordinating Center 403(b) Retirement PlanThe Coordinating Center 403(…$19MChildrens Defense Fund Retirement PlanChildrens Defense Fund Retir…$19MThe Roeper School Savings and Match PlanThe Roeper School Savings an…$19M403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara403(b) Thrift Plan of Visiti…$19MFeed the Children Retirement PlanFeed the Children Retirement…$19M
End-of-year total assets ($M) among Childrens Defense Fund Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN520895622
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Childrens Defense Fund)

Sponsor-wide plan assets over time

All Childrens Defense Fund plans reported in each filing year

Latest sponsor-wide plan assets
$21M 25.622061033192807% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.4M $20.7M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 107 $16M
2023 1 102 $19M
2024 1 103 $21M

Nearby Other Plans in District of Columbia

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

Childrens Defense Fund Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Childrens Defense Fund Retirement Plan, Total assets ($B): 0.018805345 · Participants: 102Childrens Defense Fund Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Childrens Defense Fund Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Childrens Defense Fund Retirement Plan side-by-side with 3 peers →

Childrens Defense Fund Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is The Roeper School Savings and Match Plan in MI ($19M); by covered participants it is District 7 Hrdc Retirement Plan in MT (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Childrens Defense Fund Retirement Plan assets move in 2023? ▼
Childrens Defense Fund Retirement Plan grew at a solid clip - up 14.4% during 2023, from $16M to $19M. Reported net income was $2M.
How have Childrens Defense Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Childrens Defense Fund's sponsor-wide assets grew 25.6%, from $16M to $21M.
Which Other plans are similar in size to Childrens Defense Fund Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Roeper School Savings and Match Plan in MI ($19M, 122 participants).
Which Other plans cover a similar participant headcount to Childrens Defense Fund Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is District 7 Hrdc Retirement Plan in MT (102 participants, $4M 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 520895622.

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.