How big is Peter G. Peterson Foundation's plan?

Peter G. Peterson Foundation's plan reported $13.9M in assets and 54 participants for 2024.

Original filing (PDF)20250916082835NAL0003942242001

Peter G. Peterson Foundation

Name: Peter G. Peterson Foundation — Peter G. Peterson, Form 5500 (2024)
Creator: Peter G. Peterson Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter G. Peterson Foundation 401(k) Plan

401(k) retirement plan · Peter G. Peterson Foundation's Peter G. Peterson Foundation 401(k) Plan held $13.9M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

People on this filing

Anthony Farmand signed Peter G. Peterson Foundation's 2024 Form 5500 as plan administrator.

Anthony Farmand — 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

Peter G. Peterson Foundation's EIN is 26-0316905.

EIN 26-0316905

Plan number 001

Plan year 2024

ACK ID 20250916082835NAL0003942242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peter G. Peterson Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER G. PETERSON 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

PETER G. PETERSON FOUNDATION

EIN

all filings

Address

399 PARK AVENUE · 14TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 542-9243

Industry

Other Services (ex. Public Admin)

Plan administrator