How big is Whitaker Foundation's plan?

Whitaker Foundation's plan reported $27K in assets and 2 participants for 2024.

Original filing (PDF)20251201095938NAL0010412497001

Whitaker Foundation

Name: Whitaker Foundation — Whitaker Foundation Tax, Form 5500 (2024)
Creator: Whitaker Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitaker Foundation Tax Deferred Annuity Plan

403(b) retirement plan · Whitaker Foundation's Whitaker Foundation Tax Deferred Annuity Plan held $27K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Christy Gray signed Whitaker Foundation's 2024 Form 5500 as plan administrator.

Christy Gray — 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

Whitaker Foundation's EIN is 51-0173109.

EIN 51-0173109

Plan number 001

Plan year 2024

ACK ID 20251201095938NAL0010412497001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Whitaker Foundation's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITAKER 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score