Original filing (PDF)20250730202604NAL0007354256001

WEBB INSTITUTE

Name: WEBB INSTITUTE — WEBB INSTITUTE RETIREMENT PLAN, Form 5500 (2024)
Creator: WEBB INSTITUTE

Form 5500-SF

FILING_RECEIVED

WEBB INSTITUTE RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBB INSTITUTE.

Plan sponsor

Name

WEBB INSTITUTE

EIN

11-1630912

Address

298 CRESCENT BEACH RD · GLEN COVE, NY · 115421321

Phone

(516) 403-5390

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

HUNTINGTON LEARNING CORPORATION

HUNTINGTON LEARNING CORP. 401(K) PLAN

$12.5M · 273 participants

KIPP CAPITAL REGION PUBLIC SCHOOLS

KIPP CAPITAL REGION PUBLIC SCHOOLS 403(B) PLAN

$12.5M · 335 participants

LUZERNE COUNTY HEADSTART, INC.

LUZERNE COUNTY HEADSTART, INC. RETIREMENT PLAN

$12.5M · 216 participants

MIGRATION POLICY INSTITUTE

MIGRATION POLICY INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN

$12.6M · 38 participants

SAINT JAMES SCHOOL

SAINT JAMES SCHOOL RETIREMENT