Back to filter
Original filing (PDF)20251004092659NAL0001259331001
THE JOYCE FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE JOYCE FOUNDATION 403(B) PLAN
403(b) retirement plan
Active participants
27
Accounts w/ balance
38
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JOYCE FOUNDATION.
Plan sponsor
Name
THE JOYCE FOUNDATION
EIN
36-6079185
Address
321 N CLARK ST STE 1500 · CHICAGO, IL · 606544740
Phone
(312) 782-2464
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
IROQUOIS HEALTHCARE ASSOCIATION, INC.
IROQUOIS HEALTHCARE ASSOCIATION, INC. RETIREMENT SAVINGS PLAN
$5.2M · 22 participants
HUMBOLDT AREA FOUNDATION
HUMBOLDT AREA FOUNDATION RETIREMENT PLAN
$5.2M · 47 participants
TWIN CEDARS YOUTH & FAMILY SERVICES, INC.
TWIN CEDARS YOUTH & FAMILY SERVICES, INC. 403(B) PLAN
$5.2M · 165 participants
E. AR. AREA AGENCY ON AGING INC.
EMPLOYEE BENEFITS PLAN OF EAST ARKANSAS AREA AGENCY ON AGING
$5.2M · 128 participants
FOUNDATION FOR GOVERNMENT ACCOUNTABILITY
FGA RETIREMENT 403(B) PLAN
$5.2M · 53 participants
ACCESS LIVING OF METRO CHICAGO
ACCESS LIVING OF METRO CHICAGO 403(B) PLAN
$5.2M · 94 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B