How big is The Wexner Foundation's plan?

The Wexner Foundation's plan reported $6.0M in assets and 12 participants for 2024.

Original filing (PDF)20250722140403NAL0001281907001

The Wexner Foundation

Name: The Wexner Foundation — Tax-Deferred Annuity Plan of, Form 5500 (2024)
Creator: The Wexner Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax-Deferred Annuity Plan of the Wexner Foundation

401(k) retirement plan · The Wexner Foundation's Tax-Deferred Annuity Plan of the Wexner Foundation held $6.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Peggy Ugland signed The Wexner Foundation's 2024 Form 5500 as plan administrator.

Peggy Ugland — 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 Wexner Foundation's EIN is 23-7320631.

EIN 23-7320631

Plan number 002

Plan year 2024

ACK ID 20250722140403NAL0001281907001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Wexner Foundation's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WEXNER 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 (85th percentile).

Plan sponsor

Name

THE WEXNER FOUNDATION

EIN

all filings

Address

8000 WALTON PKWY STE 100 · NEW ALBANY, OH · 430547074

Phone

(614) 939-6000

Industry

Other Services (ex. Public Admin)

Plan administrator