How big is Commonweal Foundation's plan?

Commonweal Foundation's plan reported $844K in assets and 13 participants for 2023.

Original filing (PDF)20240830172300NAL0007293411001

Commonweal Foundation

Name: Commonweal Foundation — 403(b) Thrift Plan of, Form 5500 (2023)
Creator: Commonweal Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan of Commonweal Foundation

403(b) retirement plan · Commonweal Foundation's 403(b) Thrift Plan of Commonweal Foundation held $844K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$844K

Net assets (EOY)

$844K

People on this filing

James Hannan signed Commonweal Foundation's 2023 Form 5500 as plan administrator.

James Hannan — 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

Commonweal Foundation's EIN is 13-3174407.

EIN 13-3174407

Plan number 002

Plan year 2023

ACK ID 20240830172300NAL0007293411001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Commonweal Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Commonweal Foundation's plan includes 403(b) custodial accounts, 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 COMMONWEAL FOUNDATION.

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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

COMMONWEAL FOUNDATION

EIN

all filings

Address

475 RIVERSIDE DRIVE, SUITE 244 · NEW YORK, NY · 10115

Phone

(212) 662-4200

Industry

Information / Tech / Media

Plan administrator