· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GERALDINE R. DODGE FOUNDATION — THE GERALDINE R DODGE FOUNDATION TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717143035NAL0000781522001
GERALDINE R. DODGE FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE GERALDINE R DODGE FOUNDATION TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
11
Accounts w/ balance
26
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GERALDINE R. DODGE FOUNDATION
.
Find decision makers
Plan sponsor
Name
GERALDINE R. DODGE FOUNDATION
EIN
23-7406010
Address
8 LOMBARDY ST, PMB 329 · NEWARK, NJ · 07102
Phone
(973) 540-8443
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
NATIONAL IMMIGRATION FORUM
NATIONAL IMMIGRATION FORUM 401(K) PROFIT SHARING PLAN
$3.8M · 27 participants
DOGWOOD HEALTH TRUST
DOGWOOD HEALTH TRUST 403(B) PLAN
$3.8M · 75 participants
UNIVERSITY HEALTHCARE PHYSICIANS INC.
UNIVERSITY HEALTHCARE PHYSICIANS INC. RETIREMENT PLAN
$3.8M
BETTER BUSINESS BUREAU OF METROPOLITAN HOUSTON, INC.
BETTER BUSINESS BUREAU OF METR 401(K) PROFIT SHARING PLAN
$3.8M · 37 participants
CHINESE FOR AFFIRMATIVE ACTION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CHINESE FOR AFFIRMATIVE ACTION 403(B) PLAN
$3.8M · 97 participants
GIRL SCOUTS OF WESTERN OHIO
GIRL SCOUTS OF WESTERN OHIO'S 401(K) THRIFT PLAN
$3.8M · 113 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
