Other · DOL Form 5500 · 2024
Community Research Foundation Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 965
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $47,789
- Avg per participant Low balance/head
Official DOL plan name: Community Research Foundation Retirement Savings Plan · Sponsored by Community Research Foundation · California · Healthcare & Social Assistance
$46M in assets, 965 participants
Community Research Foundation's Community Research Foundation Retirement Savings Plan reported $46M in total assets and 965 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,472 in Healthcare & Social Assistance (16,916 peers)
Where Community Research Foundation Retirement Savings Plan sits by assets
Community Research Foundation Retirement Savings Plan sits in the top quartile of all filed plans by assets, $46M for 965 participants (~$47,789/participant), up 17.3% in 2024.
- #14,472
- in Healthcare & Social Assistance (16,916 peers)
- +17.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Community Research Foundation Retirement Savings Plan's outsized position by total assets
Community Research Foundation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,116,024 Top 17% higher than 83% 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
Community Research Foundation Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Research Foundation Retirement Savings Plan sits mid-pack in the medium band (965 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Community Research Foundation Retirement Savings Plan end-of-year assets rose from $39M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Community Research Foundation Retirement Savings Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Community Research Foundation Retirement Savings Plan reported participants fell from 986 in the plan year 2023 filing to 965 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 953248148 · Community Research Foundation PY 2024 · Other
Community Research Foundation Retirement Savings Plan · $46M · 965 · 83rd
- RANK $46M
- PHOTO 965
- IND 83rd
- EOY Other
- 5500 near Pinnacle Living Tsa Retirement Plan
- ASSETS ind #14472
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Community Research Foundation Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $7M |
| Employer EIN | 953248148 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Research Foundation)
Sponsor-wide plan assets over time
All Community Research Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 39.992660983583626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 911 | $33M |
| 2023 | 1 | 986 | $39M |
| 2024 | 1 | 965 | $46M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Community Research Foundation Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Pinnacle Living Tsa Retirement Plan in VA ($46M); by covered participants it is Davis Health System 403(b) Retirement Plan in WV (965 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (965 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.