How big is The Burroughs Wellcome Fund's plan?

The Burroughs Wellcome Fund's plan reported $8.9M in assets and 25 participants for 2023.

Original filing (PDF)20250611074523NAL0012097299001

The Burroughs Wellcome Fund

Name: The Burroughs Wellcome Fund — The Burroughs Wellcome, Form 5500 (2023)
Creator: The Burroughs Wellcome Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Burroughs Wellcome Fund 401(a) Plan

403(b) retirement plan · The Burroughs Wellcome Fund's The Burroughs Wellcome Fund 401(a) Plan held $8.9M in plan assets for 25 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Scott Schoedler signed The Burroughs Wellcome Fund's 2023 Form 5500 as plan administrator.

Scott Schoedler — 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 Burroughs Wellcome Fund's EIN is 23-7225395.

EIN 23-7225395

Plan number 002

Plan year 2023

ACK ID 20250611074523NAL0012097299001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Burroughs Wellcome Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Burroughs Wellcome Fund'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 THE BURROUGHS WELLCOME FUND.

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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