How big is William Alanson White Institute's plan?

William Alanson White Institute's plan reported $3.0M in assets and 9 participants for 2025.

Original filing (PDF)20260226093346NAL0002799043001

William Alanson White Institute

Name: William Alanson White Institute — William Alanson, Form 5500 (2025)
Creator: William Alanson White Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Alanson White Institute 403 (B)

403(b) retirement plan · William Alanson White Institute's William Alanson White Institute 403 (B) held $3.0M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Richard Herman signed William Alanson White Institute's 2025 Form 5500 as plan administrator.

Richard Herman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William Alanson White Institute's EIN is 13-1624217.

EIN 13-1624217

Plan number 001

Plan year 2025

ACK ID 20260226093346NAL0002799043001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William Alanson White Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William Alanson White Institute's plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM ALANSON WHITE INSTITUTE.

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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 (86th percentile).

Plan sponsor

Name

WILLIAM ALANSON WHITE INSTITUTE

EIN

all filings

Address

20 W 74TH ST · NEW YORK, NY · 100232401

Phone

(212) 873-0725

Industry

Educational Services

Plan administrator