Money Purchase · DOL Form 5500 · 2024

Vanguard Charitable Endowment Program Money Purchase Plan

Data updated 2026-08-11

$15M
Total assets: 98
Participants: 64th
Percentile by assets: $149,249
Avg per participant

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.

64th percentile by assets (of 123,622 plans)
#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.

$15M
total plan assets (2024 EOY): 98
covered participants: 64th
percentile by assets (of 123,622 plans): $149,249
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Other Services

Vanguard Charitable Endowment Program across 2 plan years on file

Across the 2 plan years Vanguard Charitable Endowment Program has on file (2023-2024), sponsor-wide plan assets have moved from $12M to $15M, a gain of 26.9%, while reported participants moved from 95 to 98 (+3.2%).

Vanguard Charitable Endowment Program multi-year asset trail

Total plan assets by year, all Vanguard Charitable Endowment Program plans on file

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.

Vanguard Charitable Endowment Program Money Purchase Pension Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants

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

Compare Vanguard Charitable Endowment Program Mo… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Vanguard Charitable Endowment Program Money Purchase Pension Plan by total assets, not by location.

Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan (TX) $14M · 206
Westside Transit Lines - a.T.U. Pension Plan (IL) $14M · 105
Hawaii Insulators Pension Plan (HI) $15M · 85
Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust (MT) $14M · 149

Frequently Asked Questions

How did Vanguard Charitable Endowment Program Money Purchase Pension Plan assets move in 2024? ▼

Vanguard Charitable Endowment Program Money Purchase Pension Plan grew sharply - up 26.9% during 2024, from $12M to $15M. Reported net income was $3M.

How have Vanguard Charitable Endowment Program plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Vanguard Charitable Endowment Program's sponsor-wide assets grew 26.9%, from $12M to $15M.

Which Money Purchase plans are similar in size to Vanguard Charitable Endowment Program Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan in TX ($14M, 206 participants).

Next read for Vanguard Charitable Endowment Program Mo…

Multi-year trail

Ways to act on Vanguard Charitable Endowment Program Money Purchase Pension Plan's numbers.

By total assets, Vanguard Charitable Endowment Program Money Purchase Pension Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
Vanguard Charitable Endowment Program's sponsor-wide assets have grown 26.9% since 2023 across 2 plan years on file. More Other Services plans

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 232888152.