401(k) · DOL Form 5500 · 2023
California State University, Fresno Foundation 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 1,020
- Participants Near avg headcount
- 69th
- Percentile by assets National rank
- $16,501
- Avg per participant Low balance/head
Official DOL plan name: California State University, Fresno Foundation 401(k) Plan · Sponsored by California State University, Fresno Foundation · California · Educational Services
$17M in assets, 1,020 participants
California State University, Fresno Foundation's California State University, Fresno Foundation 401(k) Plan reported $17M in total assets and 1,020 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #1,941 in Educational Services (3,735 peers)
California State University, Fresno Foundation multi-year trail
California State University, Fresno Foundation's plans moved +27.1% in assets from 2022 to 2024; this filing shows California State University, Fresno Foundation 401(k) Plan at $17M / 1,020 participants.
- #1,941
- in Educational Services (3,735 peers)
- +13.8%
- assets growth YoY
California State University, Fresno Foundation 401(k) Plan's outsized position by total assets
California State University, Fresno Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,831,380 Top 31% higher than 69% 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
California State University, Fresno Foundation 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California State University, Fresno Foundation 401(k) Plan lands in the large band (1,020 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California State University, Fresno Foundation 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- California State University, Fresno Foundation 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- California State University, Fresno Foundation 401(k) Plan reported participants fell from 1,107 in the plan year 2022 filing to 1,020 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 946003272 · California State University, Fresno Foundation PY 2023 · 401(k)
California State University, Fresno Foundation 401(k) Plan · $17M · 1,020 · 69th
- PCT $17M
- PCT 1,020
- PCT 69th
- PCT 401(k)
- PCT near Woodstock Sterile Solutions, Inc. 401(k) Plan
- PCT ind #1941
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 California →
California State University, Fresno Foundation 401(k) Plan in the asset neighbourhood
California State University, Fresno Foundation multi-year asset trail
Sponsor-wide plan assets over time
All California State University, Fresno Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 27.094226503673248% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,107 | $15M |
| 2023 | 1 | 1,020 | $17M |
| 2024 | 1 | 1,372 | $19M |
California State University, Fresno Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 946003272 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
California State University, Fresno Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Woodstock Sterile Solutions, Inc. 401(k) Plan in IL ($17M); by covered participants it is Hma Group Holdings, LLC 401(k) Plan in IA (1,020 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Woodstock Sterile Solutions, Inc. 401(k) Plan (IL) $17M · 428
- Robinson Mechanical Contractors 401(k) Plan (MO) $17M · 286
- Embree Group 401(k) Retirement Plan (TX) $17M · 226
- Draper Holdings Business Trust 401(k) Plan (MD) $17M · 168
Similar participant headcount
Nearest other-state filings by covered participants (1,020 participants); asset peers above are excluded.
- Hma Group Holdings, LLC 401(k) Plan (IA) 1,020 · 0 off
- Barnhill Contracting Co.Psp (NC) 1,020 · 0 off
- Iat Insurance Group, Inc. Profit Sharing 401(k) Plan (NC) 1,020 · 0 off
- Haynes and Boone Retirement Savings Plan (TX) 1,020 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.