· 2022–2024 · DOL EFAST2

The Dayton Foundation — The Dayton Foundation Tax, Form 5500 (2024)

Original filing (PDF)20250722111255NAL0001276979001

The Dayton Foundation

Form 5500-SF

FILING_RECEIVED

The Dayton Foundation Tax Sheltered 403(b) Plan

403(b) retirement plan · The Dayton Foundation's The Dayton Foundation Tax Sheltered 403(b) Plan held $4.3M in plan assets for 58 participants in 2024.

Active participants

58

Accounts w/ balance

84

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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

59

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE DAYTON FOUNDATION.

Plan sponsor

Name

THE DAYTON FOUNDATION

EIN

31-6027287all filings

Address

1401 S. MAIN STREET · SUITE 100 · DAYTON, OH · 45409

Phone

(937) 225-9962

Industry

Other Services (ex. Public Admin)

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

2025-07-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

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

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