How big is Greater Worcester Community Foundation, Inc.'s plan?

Greater Worcester Community Foundation, Inc.'s plan reported $1.2M in assets and 13 participants for 2024.

Original filing (PDF)20250414130511NAL0001714129001

Greater Worcester Community Foundation, Inc.

Name: Greater Worcester Community Foundation, Inc. — Form 5500 Plan 001 (2024)
Creator: Greater Worcester Community Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greater Worcester Community Foundation 401(k) Plan

401(k) retirement plan · Greater Worcester Community Foundation, Inc.'s Greater Worcester Community Foundation 401(k) Plan held $1.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Greater Worcester Community Foundation, Inc.'s EIN is 04-2572276.

EIN 04-2572276

Plan number 001

Plan year 2024

ACK ID 20250414130511NAL0001714129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Greater Worcester Community Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Greater Worcester Community Foundation, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREATER WORCESTER COMMUNITY FOUNDATION, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

GREATER WORCESTER COMMUNITY FOUNDATION, INC.

EIN

all filings

Address

ONE MERCANTILE STREET, SUITE 010 · WORCESTER, MA · 01608

Phone

(508) 755-0980

Industry

Other Services (ex. Public Admin)

Plan administrator