Defined Benefit (Pension) · DOL Form 5500 · 2024

Edward Charles Foundation Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Edward Charles Foundation Defined Benefit Pension Plan · Sponsored by Edward Charles Foundation · California · Other Services

$1M in assets, 1 participants

Edward Charles Foundation's Edward Charles Foundation Defined Benefit Pension Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,755 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Edward Charles Foundation Defined Benefit Pension Plan ranks #3,755 of 7,719 2024 filers by assets (1734% of the sector average)-$1M for 1 participant.

#3,755
in Other Services (7,719 peers)
+6.5%
assets growth YoY

Edward Charles Foundation Defined Benefit Pension Plan among the smaller filed plans by assets

Edward Charles Foundation Defined Benefit Pension Plan vs every filed plan by assets

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

$1,157,467 24th percentile higher than 24% 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

Edward Charles Foundation Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edward Charles Foundation Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edward Charles Foundation Defined Benefit Pension Plan reported net income rose from $22K in the plan year 2023 filing to $71K in the plan year 2024 filing.
  • Edward Charles Foundation Defined Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 264245043 · Edward Charles Foundation PY 2024 · Defined Benefit (Pension)

Edward Charles Foundation Defined Benefit Pension Plan · $1M · 1 · 24th

  • PART $1M
  • TYPE 1
  • NET 24th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Nikon Inc. Pension Plan
  • BOY ind #3755

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 California →

Edward Charles Foundation Defined Benefit Pension Plan in the asset neighbourhood

Baylor Scott & White Health Consolidated Frozen Benefit PlanBaylor Scott & White Health …$1MEdward Charles Foundation Defined Benefit Pension PlanEdward Charles Foundation De…$1MJohn M. Fish, D.D.S., P.a. Defined Benefit PlanJohn M. Fish, D.D.S., P.a. D…$1MNikon Inc. Pension Plan$1MPension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342Pension Plan-Amalgamated Mea…$1M
End-of-year total assets ($M) among Edward Charles Foundation Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$71K
Employer EIN264245043
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edward Charles Foundation)

Sponsor-wide plan assets over time

All Edward Charles Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.711132900918365% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M 202220232024 $1.06M $1.16M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Edward Charles Foundation Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Edward Charles Foundation Defined Benefit Pension Plan, Total assets ($B): 0.001157467 · Participants: 1Edward Charles Foundation Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Edward Charles Foundation Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Edward Charles Foundation Defined Benefit Pension Plan side-by-side with 3 peers →

Edward Charles Foundation Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Nikon Inc. Pension Plan in NY ($1M); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Edward Charles Foundation Defined Benefit Pension Plan assets move in 2024? ▼
Edward Charles Foundation Defined Benefit Pension Plan grew at a solid clip - up 6.5% during 2024, from $1M to $1M. Reported net income was $71K.
How have Edward Charles Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward Charles Foundation's sponsor-wide assets grew 8.7%, from $1M to $1M.
Where does Edward Charles Foundation Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Edward Charles Foundation Defined Benefit Pension Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Edward Charles Foundation Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nikon Inc. Pension Plan in NY ($1M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Edward Charles Foundation Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant, N/A 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 264245043.

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.