Other · DOL Form 5500 · 2024

California Community Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
82
Participants Small participant base
77th
Percentile by assets National rank
$367,103
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: California Community Foundation, Inc. Retirement Plan · Sponsored by California Community Foundation, Inc. · California · Real Estate

$30M in assets, 82 participants

California Community Foundation, Inc.'s California Community Foundation, Inc. Retirement Plan reported $30M in total assets and 82 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.

  • #4,127 in Real Estate (4,605 peers)

Where California Community Foundation, Inc. Retirement Plan sits by assets

California Community Foundation, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 82 participants (~$367,103/participant), up 10.9% in 2024.

#4,127
in Real Estate (4,605 peers)
+10.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

California Community Foundation, Inc. Retirement Plan's outsized position by total assets

California Community Foundation, Inc. Retirement Plan vs every filed plan by assets

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

$30,102,459 Top 23% higher than 77% 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

California Community Foundation, Inc. Retirement 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. California Community Foundation, Inc. Retirement Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Community Foundation, Inc. Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • California Community Foundation, Inc. Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • California Community Foundation, Inc. Retirement Plan reported participants rose from 74 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953510055 · California Community Foundation, Inc. PY 2024 · Other

California Community Foundation, Inc. Retirement Plan · $30M · 82 · 77th

  • IND $30M
  • IND 82
  • IND 77th
  • IND Other
  • IND near New England Life Care, Inc. 403(b) Retirement Plan
  • IND ind #4127

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 Real Estate retirement plans → · Plans in California →

California Community Foundation, Inc. Retirement Plan in the asset neighbourhood

Western Reserve Academy Faculty and Staff Retirement PlanWestern Reserve Academy Facu…$30MCorporation for Supportive Housing Retirement PlanCorporation for Supportive H…$30MCalifornia Community Foundation, Inc. Retirement PlanCalifornia Community Foundat…$30MNew England Life Care, Inc. 403(b) Retirement PlanNew England Life Care, Inc. …$30MSaint Josephs College Defined Contribution Retirement PlanSaint Josephs College Define…$30M
End-of-year total assets ($M) among California Community Foundation, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN953510055
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Community Foundation, Inc.)

Sponsor-wide plan assets over time

All California Community Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 28.084745689151546% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.5M $30.1M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 70 $24M
2023 1 74 $27M
2024 1 82 $30M

Nearby Other Plans in California

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

California Community Foundation, Inc. Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants California Community Foundation, Inc. Retirement Plan, Total assets ($B): 0.030102459 · Participants: 82California Community Foundation, Inc. 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
California Community Foundation, Inc. Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare California Community Foundation, Inc. Retirement Plan side-by-side with 3 peers →

California Community Foundation, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is New England Life Care, Inc. 403(b) Retirement Plan in ME ($30M); by covered participants it is The Washington Latin School Defined Contribution Plan in DC (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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.

Frequently Asked Questions

How did California Community Foundation, Inc. Retirement Plan assets move in 2024? ▼
California Community Foundation, Inc. Retirement Plan grew at a solid clip - up 10.9% during 2024, from $27M to $30M. Reported net income was $3M.
How have California Community Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Community Foundation, Inc.'s sponsor-wide assets grew 28.1%, from $24M to $30M.
Where does California Community Foundation, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
California Community Foundation, Inc. Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to California Community Foundation, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is New England Life Care, Inc. 403(b) Retirement Plan in ME ($30M, 497 participants).
Which Other plans cover a similar participant headcount to California Community Foundation, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Washington Latin School Defined Contribution Plan in DC (82 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953510055.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.