Back to filter
Original filing (PDF)20260204102301NAL0003466609001
LONGWOOD FOUNDATION INC.
Form 5500-SF
FILING_RECEIVED
LONGWOOD FOUNDATION INC. 403(B) PLAN
403(b) retirement plan
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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 LONGWOOD FOUNDATION INC..
Plan sponsor
Name
LONGWOOD FOUNDATION INC.
EIN
51-0066734
Address
100 W 10TH ST STE 1109 · WILMINGTON, DE · 198011653
Phone
(302) 683-8200
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-02-04
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
MAKE-A-WISH FOUNDATION OF THE MID-ATLANTIC
MAKE-A-WISH FOUNDATION OF THE MID-ATLANTIC, INC. 403(B) PLAN
$2.8M · 24 participants
CENTRO DE LA FAMILIA DE UTAH
CENTRO DE LA FAMILIA DE UTAH 401(K) AND PROFIT SHARING PLAN
$2.8M · 329 participants
THE GREAT BOOKS FOUNDATION
THE GREAT BOOKS FOUNDATION EMPLOYEE RETIREMENT SAVINGS PLAN
$2.8M · 17 participants
FRESNO BUSINESS COUNCIL
FRESNO BUSINESS COUNCIL 401(K) PLAN
$2.8M · 4 participants
THE MARYLAND STATE BAR ASSOCIATI
THE MARYLAND STATE BAR ASSOCIATION RETIREMENT PLAN
$2.8M · 32 participants
UNITED WAY, INC.
403(B) THRIFT PLAN FOR UNITED WAY, INC.
$2.8M · 36 participants
Large plans in Delaware
EIDP, INC.
DUPONT PENSION TRUST
$10.7B
EIDP, INC.
PENSION AND RETIREMENT PLAN
$10.4B · 2,204 participants
ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
$8.6B · 17,843 participants
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
$7.0B · 9,508 participants
EIDP, INC.
CORTEVA AGRISCIENCE DEFINED CONTRIBUTION PLAN MASTER TRUST
$6.8B
DUPONT DE NEMOURS, INC.
DUPONT RETIREMENT SAVINGS PLAN
$3.4B · 8,970 participants