How big is World Monument Fund's plan?

World Monument Fund's plan reported $4.9M in assets and 32 participants for 2025.

Original filing (PDF)20260413105247NAL0029827090001

World Monument Fund

Name: World Monument Fund — World Monument Fund Tax, Form 5500 (2025)
Creator: World Monument Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

World Monument Fund Tax Shelter Annuity Plan

403(b) retirement plan · World Monument Fund's World Monument Fund Tax Shelter Annuity Plan held $4.9M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Rebecca Johnson signed World Monument Fund's 2025 Form 5500 as plan administrator.

Rebecca Johnson — 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

World Monument Fund's EIN is 13-2571900.

EIN 13-2571900

Plan number 001

Plan year 2025

ACK ID 20260413105247NAL0029827090001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for World Monument Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

World Monument Fund's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORLD MONUMENT FUND.

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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 (93rd percentile).

Plan sponsor

Name

WORLD MONUMENT FUND

EIN

all filings

Address

600 FIFTH AVENUE 25TH FLOOR · NEW YORK, NY · 100200000

Phone

(646) 424-9594

Industry

Other Services (ex. Public Admin)

Plan administrator