How big is West Chester University Foundation's plan?

West Chester University Foundation's plan reported $4.4M in assets and 31 participants for 2024.

Original filing (PDF)20251008161729NAL0010146704001

West Chester University Foundation

Name: West Chester University Foundation — West Chester, Form 5500 (2024)
Creator: West Chester University Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Chester University Foundation 403(b) Plan

403(b) retirement plan · West Chester University Foundation's West Chester University Foundation 403(b) Plan held $4.4M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

West Chester University Foundation's EIN is 23-3054174.

EIN 23-3054174

Plan number 002

Plan year 2024

ACK ID 20251008161729NAL0010146704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for West Chester University Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

West Chester University Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST CHESTER UNIVERSITY 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 (97th percentile).

Plan sponsor

Name

WEST CHESTER UNIVERSITY FOUNDATION

EIN

all filings

Address

202 CARTER DRIVE · WEST CHESTER, PA · 19382

Phone

(610) 430-4976

Industry

Educational Services

Plan administrator