Other · DOL Form 5500 · 2024
Charles F. Kettering Foundation Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 38
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $752,822
- Avg per participant High balance/head
Official DOL plan name: Charles F. Kettering Foundation Deferred Compensation Plan · Sponsored by Charles F. Kettering Foundation · Ohio · Educational Services
$29M in assets, 38 participants
Charles F. Kettering Foundation's Charles F. Kettering Foundation Deferred Compensation Plan reported $29M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #2,216 in Educational Services (3,638 peers)
Where Charles F. Kettering Foundation Deferred Compensation Plan sits by assets
Charles F. Kettering Foundation Deferred Compensation Plan sits in the top quartile of all filed plans by assets, $29M for 38 participants (~$752,822/participant), up 6.1% in 2024.
- #2,216
- in Educational Services (3,638 peers)
- +6.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Charles F. Kettering Foundation Deferred Compensation Plan's outsized position by total assets
Charles F. Kettering Foundation Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,607,246 Top 23% higher than 77% 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
Charles F. Kettering Foundation Deferred Compensation Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles F. Kettering Foundation Deferred Compensation Plan is a small filing (38 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles F. Kettering Foundation Deferred Compensation Plan reported net income rose from -$4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Charles F. Kettering Foundation Deferred Compensation Plan reported participants fell from 43 in the plan year 2023 filing to 38 in the plan year 2024 filing.
- Charles F. Kettering Foundation Deferred Compensation Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
DOL schedule card
Filing strip 310549056 · Charles F. Kettering Foundation PY 2024 · Other
Charles F. Kettering Foundation Deferred Compensation Plan · $29M · 38 · 77th
- EIN $29M
- RANK 38
- PHOTO 77th
- IND Other
- EOY near Briar Cliff University 403(b) DC Plan
- 5500 ind #2216
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 Ohio →
Charles F. Kettering Foundation Deferred Compensation Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $2M |
| Employer EIN | 310549056 |
| Plan Effective Date | 1954-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles F. Kettering Foundation)
Sponsor-wide plan assets over time
All Charles F. Kettering Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 7.668034856235521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $31M |
| 2023 | 1 | 43 | $27M |
| 2024 | 1 | 38 | $29M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Charles F. Kettering Foundation Deferred Compensation Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Briar Cliff University 403(b) DC Plan in IA ($29M); by covered participants it is Harbor Country Day School 403(b) DC Plan in NY (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.
- Harbor Country Day School 403(b) DC Plan (NY) 38 · 0 off
- Trinity Anglican Seminary Retirement Plan 3 (PA) 38 · 0 off
- North Country School DC Plan (NY) 37 · 1 off
- Mar-Cal Properties Employees Profit Sharing Plan (DC) 37 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.