Other · DOL Form 5500 · 2024

The Asia Foundation Retirement Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
155
Participants Small participant base
90th
Percentile by assets National rank
$601,736
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Asia Foundation Defined Contribution Retirement Plan · Sponsored by The Asia Foundation · California · Educational Services

$93M in assets, 155 participants

The Asia Foundation's Asia Foundation Defined Contribution Retirement Plan reported $93M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,983 in Educational Services (3,638 peers)

Coverage in California

Asia Foundation Defined Contribution Retirement Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $93M.

#2,983
in Educational Services (3,638 peers)
+9.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Asia Foundation Defined Contribution Retirement Plan's outsized position by total assets

Asia Foundation Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$93,269,085 Top 10% higher than 90% of 123,620 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 2024

Asia Foundation Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asia Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Asia Foundation Defined Contribution Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Asia Foundation Defined Contribution Retirement Plan end-of-year assets rose from $85M in the plan year 2023 filing to $93M in the plan year 2024 filing.
  • Asia Foundation Defined Contribution Retirement Plan reported participants fell from 163 in the plan year 2023 filing to 155 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941191246 · The Asia Foundation PY 2024 · Other

Asia Foundation Defined Contribution Retirement Plan · $93M · 155 · 90th

  • EOY $93M
  • EOY 155
  • EOY 90th
  • EOY Other
  • EOY near Northwestern Medical Center, Inc. 403(b) Plan
  • EOY ind #2983

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 →

Asia Foundation Defined Contribution Retirement Plan in the asset neighbourhood

Delaware Valley University DC PlanDelaware Valley University D…$94MNorthfield Mount Hermon Retirement Savings and Investment PlanNorthfield Mount Hermon Reti…$93MAsia Foundation Defined Contribution Retirement PlanAsia Foundation Defined Cont…$93MNorthwestern Medical Center, Inc. 403(b) PlanNorthwestern Medical Center,…$93MGroup Health Cooperative of South Central Wisconsin 403(b) PlanGroup Health Cooperative of …$93M
End-of-year total assets ($M) among Asia Foundation Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$93M
Net Income$8M
Employer EIN941191246
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Asia Foundation)

Sponsor-wide plan assets over time

All The Asia Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$93M 25.37456303807363% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $74.4M $93.3M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 187 $74M
2023 1 163 $85M
2024 1 155 $93M

Nearby Other Plans in California

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

Asia Foundation Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Asia Foundation Defined Contribution Retirement Plan, Total assets ($B): 0.093269085 · Participants: 155Asia Foundation Defined Contribution Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Asia Foundation Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

Asia Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Northwestern Medical Center, Inc. 403(b) Plan in VT ($93M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (155 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Asia Foundation Defined Contribution Retirement Plan assets move in 2024?
Asia Foundation Defined Contribution Retirement Plan grew at a solid clip - up 9.5% during 2024, from $85M to $93M. Reported net income was $8M.
How have The Asia Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), The Asia Foundation's sponsor-wide assets grew 25.4%, from $74M to $93M.
Where does Asia Foundation Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Asia Foundation Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Asia Foundation Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Northwestern Medical Center, Inc. 403(b) Plan in VT ($93M, 731 participants).
Which Other plans cover a similar participant headcount to Asia Foundation Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Derryfield School Defined Contribution Retirement Plan in NH (155 participants, $31M in assets).