How big is The Compassionate Friends' plan?

The Compassionate Friends' plan reported $94K in assets and 5 participants for 2024.

Original filing (PDF)20250906220525NAL0018292593001

The Compassionate Friends

Name: The Compassionate Friends — The Compassionate, Form 5500 (2024)
Creator: The Compassionate Friends
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Compassionate Friends 403(b) Retirement Plan

403(b) retirement plan · The Compassionate Friends' The Compassionate Friends 403(b) Retirement Plan held $94K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

People on this filing

Shari O'LOUghlin signed The Compassionate Friends' 2024 Form 5500 as plan administrator.

Shari O'LOUghlin — 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

The Compassionate Friends' EIN is 36-2968329.

EIN 36-2968329

Plan number 001

Plan year 2024

ACK ID 20250906220525NAL0018292593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Compassionate Friends from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Compassionate Friends' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off