How big is Osher Lifelong Learning Institute's plan?

Osher Lifelong Learning Institute's plan reported $550K in assets and 5 participants for 2024.

Original filing (PDF)20250723144201NAL0002094019002

Osher Lifelong Learning Institute

Name: Osher Lifelong Learning Institute — Osher Lifelong, Form 5500 (2024)
Creator: Osher Lifelong Learning Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Osher Lifelong Learning Institute Retirement Plan

403(b) retirement plan · Osher Lifelong Learning Institute's Osher Lifelong Learning Institute Retirement Plan held $550K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$550K

Net assets (EOY)

$550K

People on this filing

Charles Long signed Osher Lifelong Learning Institute's 2024 Form 5500 as plan administrator.

Charles Long — 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

Osher Lifelong Learning Institute's EIN is 52-1636891.

EIN 52-1636891

Plan number 001

Plan year 2024

ACK ID 20250723144201NAL0002094019002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Osher Lifelong Learning Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Osher Lifelong Learning Institute'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 OSHER LIFELONG LEARNING INSTITUTE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

OSHER LIFELONG LEARNING INSTITUTE

EIN

all filings

Address

4400 MASSACHUSETTS AVE, N.W., · WASHINGTON, DC · 20016

Phone

(202) 895-4860

Industry

Educational Services

Plan administrator