How big is The William Penn Foundation's plan?

The William Penn Foundation's plan reported $17.3M in assets and 39 participants for 2024.

Original filing (PDF)20250710214804NAL0003783891001

The William Penn Foundation

Name: The William Penn Foundation — William Penn, Form 5500 (2024)
Creator: The William Penn Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Penn Foundation 403(b) Retirement Plan

403(b) retirement plan · The William Penn Foundation's William Penn Foundation 403(b) Retirement Plan held $17.3M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

Plan identifiers

The William Penn Foundation's EIN is 23-1503488.

EIN 23-1503488

Plan number 002

Plan year 2024

ACK ID 20250710214804NAL0003783891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The William Penn Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The William Penn 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 WILLIAM PENN 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

THE WILLIAM PENN FOUNDATION

EIN

all filings

Address

TWO LOGAN SQUARE, STE 1100 · 100 NORTH 18TH STREET · PHILADELPHIA, PA · 191032757

Phone

(215) 988-1830

Industry

Other Services (ex. Public Admin)

Plan administrator