How big is Josiah MACY Jr. Foundation's plan?

Josiah MACY Jr. Foundation's plan reported $5.1M in assets and 5 participants for 2024.

Original filing (PDF)20251009081259NAL0003732003003

Josiah MACY Jr. Foundation

Name: Josiah MACY Jr. Foundation — Tax Deferred Annuity, Form 5500 (2024)
Creator: Josiah MACY Jr. Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Deferred Annuity Plan for All Employees of the Josiah MACY Jr. Foundation

403(b) retirement plan · Josiah MACY Jr. Foundation's Tax Deferred Annuity Plan for All Employees of the Josiah MACY Jr. Foundation held $5.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Josiah MACY Jr. Foundation's EIN is 13-5596895.

EIN 13-5596895

Plan number 002

Plan year 2024

ACK ID 20251009081259NAL0003732003003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Josiah MACY Jr. Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Josiah MACY Jr. Foundation'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 JOSIAH MACY JR. 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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

JOSIAH MACY JR. FOUNDATION

EIN

all filings

Address

44 EAST 64TH STREET · NEW YORK, NY · 10065

Phone

(212) 486-2424

Industry

Educational Services

Plan administrator