· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PAUL & DAISY SOROS FOUNDATION — PAUL & DAISY SOROS FELLOWSHIPS FOR NEW AMERICANS 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250613102444NAL0017804497001
PAUL & DAISY SOROS FOUNDATION
Form 5500-SF
FILING_RECEIVED
PAUL & DAISY SOROS FELLOWSHIPS FOR NEW AMERICANS 403(B) PLAN
403(b) retirement plan
Active participants
4
Accounts w/ balance
7
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PAUL & DAISY SOROS FOUNDATION
.
Find decision makers
Plan sponsor
Name
PAUL & DAISY SOROS FOUNDATION
EIN
13-7057096
Address
1001 6TH AVENUE, 12TH FLOOR · NEW YORK, NY · 10018
Phone
(212) 405-8234
Industry
Other Services (ex. Public Admin)
see 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
2025-06-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2A · Age/service weighted or new comparability
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 Other Services (ex. Public Admin) plans
AKRON COMMUNITY FOUNDATION
AKRON COMMUNITY FOUNDATION 403B PLAN
$2.5M · 19 participants
PEOPLEFORBIKES COALITION
PEOPLEFORBIKES COALITION 401(K) PLAN
$2.5M · 24 participants
MESSENGER INTERNATIONAL INC.
MESSENGER INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 38 participants
NATIONAL ACCREDITING COMMISSION OF CAREER ARTS AND SCIENCES, INC.
NACCAS 403(B) PLAN
$2.5M · 32 participants
GIRL SCOUTS IN THE HEART OF PENNSYLVANIA
403(B) THRIFT PLAN OF GIRL SCOUTS IN THE HEART OF PENNSYLVANIA
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.5M · 72 participants
BARBARA FOLEY, CHAPTER 13 TRUSTEE KALAMAZOO
BARBARA FOLEY, CHAPTER 13 TRUSTEE 401K PROFIT SHARING PLAN
$2.5M · 8 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
