Original filing (PDF)20250428172007NAL0012315921001

THE HENRY FOUNDATION

Name: THE HENRY FOUNDATION — THE HENRY FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: THE HENRY FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE HENRY FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$398K

Net assets (EOY)

$398K

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HENRY FOUNDATION.

Plan sponsor

Name

THE HENRY FOUNDATION

EIN

20-5861163all filings

Address

3525 ANDREWS HIGHWAY · MIDLAND, TX · 79703

Phone

(432) 694-3000

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