Original filing (PDF)20260320090226NAL0006129507001

THE DAWES ARBORETUM

Name: THE DAWES ARBORETUM — THE DAWES ARBORETUM MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: THE DAWES ARBORETUM

Form 5500-SF

FILING_RECEIVED

THE DAWES ARBORETUM MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DAWES ARBORETUM.

Plan sponsor

Name

THE DAWES ARBORETUM

EIN

31-4379601

Address

7770 JACKSONTOWN ROAD SE · NEWARK, OH · 43055

Phone

(740) 323-2355

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-20

Pension benefit codes

2C · Money purchase (other than target benefit)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Large plans in Ohio

GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE

GENERAL ELECTRIC PENSION TRUST

$24.9B

THE PROCTER & GAMBLE COMPANY

PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN

$22.0B · 35,178 participants

GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE

GE AEROSPACE PENSION TRUST

$19.1B

GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE

GE AEROSPACE PENSION PLAN

$19.0B · 8,887 participants

GENERAL ELECTRIC COMPANY

GE AEROSPACE RETIREMENT SAVINGS PLAN