Money Purchase · DOL Form 5500 · 2024
Vanguard Charitable Endowment Program Money Purchase Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $149,249
- Avg per participant Above avg balance/head
Official DOL plan name: Vanguard Charitable Endowment Program Money Purchase Pension Plan · Sponsored by Vanguard Charitable Endowment Program · Pennsylvania · Other Services
$15M in assets, 98 participants
Vanguard Charitable Endowment Program's Vanguard Charitable Endowment Program Money Purchase Pension Plan reported $15M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #6,158 in Other Services (7,719 peers)
Vanguard Charitable Endowment Program multi-year trail
Vanguard Charitable Endowment Program's plans moved +26.9% in assets from 2023 to 2024; this filing shows Vanguard Charitable Endowment Program Money Purchase Pension Plan at $15M / 98 participants.
- #6,158
- in Other Services (7,719 peers)
- +26.9%
- assets growth YoY
Vanguard Charitable Endowment Program Money Purchase Pension Plan's mid-pack asset rank among Other Services and all filers
Vanguard Charitable Endowment Program Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,626,445 Top 36% higher than 64% 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
Vanguard Charitable Endowment Program Money Purchase Pension 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. Vanguard Charitable Endowment Program Money Purchase Pension Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vanguard Charitable Endowment Program Money Purchase Pension Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Vanguard Charitable Endowment Program Money Purchase Pension Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Vanguard Charitable Endowment Program Money Purchase Pension Plan reported participants rose from 95 in the plan year 2023 filing to 98 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 232888152 · Vanguard Charitable Endowment Program PY 2024 · Money Purchase
Vanguard Charitable Endowment Program Money Purchase Pension Plan · $15M · 98 · 64th
- SCH $15M
- EBSA 98
- PART 64th
- TYPE Money Purchase
- NET near Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan
- BOOK ind #6158
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 Other Services retirement plans → · Plans in Pennsylvania →
Vanguard Charitable Endowment Program Money Purchase Pension Plan in the asset neighbourhood
Vanguard Charitable Endowment Program multi-year asset trail
Sponsor-wide plan assets over time
All Vanguard Charitable Endowment Program plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 26.884030864863682% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 95 | $12M |
| 2024 | 1 | 98 | $15M |
Vanguard Charitable Endowment Program filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 232888152 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Vanguard Charitable Endowment Program Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan in TX ($14M); by covered participants it is Teamsters Local Union No. 120 Money Purchase Pension Plan in MN (98 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 (98 participants); asset peers above are excluded.
- Teamsters Local Union No. 120 Money Purchase Pension Plan (MN) 98 · 0 off
- Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. (NY) 98 · 0 off
- Valic Agents and Managers Retirement Plan (TX) 99 · 1 off
- Nfl Players Association Money Purchase Pension Plan and Trust (DC) 99 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.