How big is MASS Foundation for Learning Disabilities' plan?

MASS Foundation for Learning Disabilities' plan reported $2.9M in assets and 29 participants for 2024.

Original filing (PDF)20260121120810NAL0004650432001

MASS Foundation for Learning Disabilities

Name: MASS Foundation for Learning Disabilities — Form 5500 Plan 001 (2024)
Creator: MASS Foundation for Learning Disabilities
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Oak School Retirement Savings Program

403(b) retirement plan · MASS Foundation for Learning Disabilities' White Oak School Retirement Savings Program held $2.9M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

MASS Foundation for Learning Disabilities' EIN is 04-3099610.

EIN 04-3099610

Plan number 001

Plan year 2024

ACK ID 20260121120810NAL0004650432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MASS Foundation for Learning Disabilities from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MASS Foundation for Learning Disabilities' plan includes a 403(b) annuity, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MASS FOUNDATION FOR LEARNING DISABILITIES.

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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 (95th percentile).

Plan sponsor

Name

MASS FOUNDATION FOR LEARNING DISABILITIES

EIN

all filings

Address

533 NORTH ROAD · WESTFIELD, MA · 010859777

Phone

(413) 562-9500

Industry

Educational Services

Plan administrator