How big is Tax Foundation's plan?

Tax Foundation's plan reported $3.9M in assets and 28 participants for 2023.

Original filing (PDF)20240730103353NAL0019895729001

Tax Foundation

Name: Tax Foundation — Tax Foundation 401(k) Profit, Form 5500 (2023)
Creator: Tax Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Foundation 401(k) Profit Sharing Plan

401(k) retirement plan · Tax Foundation's Tax Foundation 401(k) Profit Sharing Plan held $3.9M in plan assets for 28 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Michael Ressegue signed Tax Foundation's 2023 Form 5500 as plan administrator.

Michael Ressegue — 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

Tax Foundation's EIN is 52-1703065.

EIN 52-1703065

Plan number 001

Plan year 2023

ACK ID 20240730103353NAL0019895729001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Tax Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Tax Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAX 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