How big is The Henry Foundation's plan?

The Henry Foundation's plan reported $475K in assets and 2 participants for 2025.

Original filing (PDF)20260414104446NAL0032198242001

The Henry Foundation

Name: The Henry Foundation — The Henry Foundation 403(b), Form 5500 (2025)
Creator: The Henry Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Henry Foundation 403(b) Plan

403(b) retirement plan · The Henry Foundation's The Henry Foundation 403(b) Plan held $475K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$475K

Net assets (EOY)

$475K

People on this filing

GINA LUNA signed The Henry Foundation's 2025 Form 5500 as plan administrator.

GINA LUNA — 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

The Henry Foundation's EIN is 20-5861163.

EIN 20-5861163

Plan number 001

Plan year 2025

ACK ID 20260414104446NAL0032198242001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Henry Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Henry Foundation's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HENRY 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 (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE HENRY FOUNDATION

EIN

all filings

Address

3525 ANDREWS HIGHWAY · MIDLAND, TX · 79703

Phone

(432) 694-3000

Industry

Other Services (ex. Public Admin)

Plan administrator