How big is Shimon Ben Joseph Foundation's plan?

Shimon Ben Joseph Foundation's plan reported $840K in assets and 23 participants for 2025.

Original filing (PDF)20260422162248NAL0002050611001

Shimon Ben Joseph Foundation

Name: Shimon Ben Joseph Foundation — Shimon Ben Joseph, Form 5500 (2025)
Creator: Shimon Ben Joseph Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shimon Ben Joseph Foundation Cash Balance Plan

Defined-benefit pension plan · Shimon Ben Joseph Foundation's Shimon Ben Joseph Foundation Cash Balance Plan held $840K in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$840K

Net assets (EOY)

$840K

People on this filing

David Carroll signed Shimon Ben Joseph Foundation's 2025 Form 5500 as plan administrator.

David Carroll — 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

Shimon Ben Joseph Foundation's EIN is 33-1114104.

EIN 33-1114104

Plan number 004

Plan year 2025

ACK ID 20260422162248NAL0002050611001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shimon Ben Joseph Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shimon Ben Joseph Foundation's plan includes a cash-balance formula, a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIMON BEN JOSEPH 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score