Other · DOL Form 5500 · 2024
Center for Sustainable Energy Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 264
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $58,643
- Avg per participant Low balance/head
Official DOL plan name: Center for Sustainable Energy · Sponsored by Center for Sustainable Energy · California · Educational Services
$15M in assets, 264 participants
Center for Sustainable Energy's Center for Sustainable Energy reported $15M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #1,731 in Educational Services (3,638 peers)
Coverage in California
Center for Sustainable Energy covers 264 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $15M.
- #1,731
- in Educational Services (3,638 peers)
- +17.0%
- assets growth YoY
Center for Sustainable Energy's mid-pack asset rank among Educational Services and all filers
Center for Sustainable Energy vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,481,682 Top 35% higher than 65% 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
Center for Sustainable Energy 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. Center for Sustainable Energy sits mid-pack in the medium band (264 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Center for Sustainable Energy reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Center for Sustainable Energy end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Center for Sustainable Energy reported participants rose from 256 in the plan year 2023 filing to 264 in the plan year 2024 filing.
DOL schedule card
Filing strip 330936366 · Center for Sustainable Energy PY 2024 · Other
Center for Sustainable Energy · $15M · 264 · 65th
- ASSETS $15M
- PCT 264
- EIN 65th
- RANK Other
- PHOTO near Kansas City Symphony 403(b) Retirement Plan
- IND ind #1731
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 →
Center for Sustainable Energy in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 330936366 |
| Plan Effective Date | 2001-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Center for Sustainable Energy)
Sponsor-wide plan assets over time
All Center for Sustainable Energy plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 47.75087099600944% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 238 | $10M |
| 2023 | 1 | 256 | $13M |
| 2024 | 1 | 264 | $15M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Center for Sustainable Energy's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Kansas City Symphony 403(b) Retirement Plan in MO ($15M); by covered participants it is Charles E. Smith Jewish Day School Defined Contribution Plan in MD (264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (264 participants); asset peers above are excluded.
- Charles E. Smith Jewish Day School Defined Contribution Plan (MD) 264 · 0 off
- Tiaa-Cref Retirement Plan for Staff and Faculty of Webb School (TN) 264 · 0 off
- Neighborhood Service Organization 403(b) Retirement Plan (MI) 264 · 0 off
- Madison Community Hospital Tax Deferred Annuity Plan (SD) 264 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.