· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE WESTERN NEW YORK FOUNDATION — THE WESTERN NEW YORK FOUNDATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730105257NAL0004544929001
THE WESTERN NEW YORK FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE WESTERN NEW YORK FOUNDATION 403(B) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$625K
Net assets (EOY)
$625K
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
THE WESTERN NEW YORK FOUNDATION
.
Find decision makers
Plan sponsor
Name
THE WESTERN NEW YORK FOUNDATION
EIN
16-0845962
Address
2495 MAIN STREET, SUITE 464 · BUFFALO, NY · 14214
Phone
(716) 839-4225
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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
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
CARL C ANDERSON SR & MARIE JO
CARL C ANDERSON SR & MARIE JO 401(K) PROFIT SHARING PLAN & TRUST
$625K · 2 participants
BLACK VETERANS FOR SOCIAL JUSTICE,
BLACK VETERANS FOR SOCIAL JUSTICE, INC. PROFIT SHARING PLAN
$625K · 215 participants
THE HOLT FAMILY FOUNDATION
THE HOLT FAMILY FOUNDATION 403(B) PLAN
$624K · 2 participants
YOUNGSTOWN AREA GOODWILL INDUSTRIES, INC.
YOUNGSTOWN AREA GOODWILL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
$624K · 135 participants
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.
DOUGHERTY FOUNDATION
DOUGHERTY FOUNDATION, INC. EMPLOYEE RETIREMENT
$625K · 1 participants
TEXAS ECONOMIC DEVELOPMENT COUNCIL
TEXAS ECONOMIC DEVELOPMENT COUNCIL 401(K) RETIREMENT PLAN
$624K · 3 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
