How big is White House Historical Association's plan?

White House Historical Association's plan reported $6.2M in assets and 104 participants for 2024.

Original filing (PDF)20250714132254NAL0001770880001

White House Historical Association

Name: White House Historical Association — White House, Form 5500 (2024)
Creator: White House Historical Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White House Historical Association 403(b) Plan

403(b) retirement plan · White House Historical Association's White House Historical Association 403(b) Plan held $6.2M in plan assets for 104 participants in 2024.

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

White House Historical Association's EIN is 52-0749685.

EIN 52-0749685

Plan number 001

Plan year 2024

ACK ID 20250714132254NAL0001770880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White House Historical Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White House Historical Association's plan includes profit-sharing, ERISA 404(c) participant direction, 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 WHITE HOUSE HISTORICAL ASSOCIATION.

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score