Defined Benefit (Pension) · DOL Form 5500 · 2024
The Charles Stewart Mott Foundation Pension Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 62
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $449,996
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees of the Charles Stewart Mott Foundation · Sponsored by The Charles Stewart Mott Foundation · Michigan · Other Services
$28M in assets, 62 participants
The Charles Stewart Mott Foundation's Pension Plan for Employees of the Charles Stewart Mott Foundation reported $28M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #6,768 in Other Services (7,719 peers)
Where Pension Plan for Employees of the Charles Stewart Mott Foundation sits by assets
Pension Plan for Employees of the Charles Stewart Mott Foundation sits in the top quartile of all filed plans by assets, $28M for 62 participants (~$449,996/participant), down 17.5% in 2024.
- #6,768
- in Other Services (7,719 peers)
- -17.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Employees of the Charles Stewart Mott Foundation's outsized position by total assets
Pension Plan for Employees of the Charles Stewart Mott Foundation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,899,734 Top 24% higher than 76% 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
Pension Plan for Employees of the Charles Stewart Mott Foundation among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of the Charles Stewart Mott Foundation is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Plan for Employees of the Charles Stewart Mott Foundation reported net income fell from $4M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Pension Plan for Employees of the Charles Stewart Mott Foundation end-of-year assets fell from $34M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Pension Plan for Employees of the Charles Stewart Mott Foundation reported participants fell from 67 in the plan year 2023 filing to 62 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 381211227 · The Charles Stewart Mott Foundation PY 2024 · Defined Benefit (Pension)
Pension Plan for Employees of the Charles Stewart Mott Foundation · $28M · 62 · 76th
- RANK $28M
- RANK 62
- RANK 76th
- RANK Defined Benefit (Pension)
- RANK near Taylor Morrison Cash Balance Pension Plan
- RANK ind #6768
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 Michigan →
Pension Plan for Employees of the Charles Stewart Mott Foundation in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$6M |
| Employer EIN | 381211227 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Charles Stewart Mott Foundation)
Sponsor-wide plan assets over time
All The Charles Stewart Mott Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 12.80065464985441% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 151 | $67M |
| 2023 | 2 | 149 | $79M |
| 2024 | 2 | 141 | $75M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $42.5B · 15,648
- Ford Motor Company UAW Retirement Plan $17.8B · 25,742
- Ford Motor Company General Retirement Plan $12.1B · 8,585
- Dow Employees' Pension Plan $10.9B · 6,888
- Fca US LLC UAW Pension Agreement $10.3B · 12,752
Pension Plan for Employees of the Charles Stewart Mott Foundation's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Taylor Morrison Cash Balance Pension Plan in AZ ($28M); by covered participants it is GE Aviation Systems Pension Plan for UAW Local 330 Union Employees of the Grand Rapids, Mi Division in OH (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 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.