How big is Bernard McDonough Foundation, Inc.'s plan?

Bernard McDonough Foundation, Inc.'s plan reported $4.2M in assets and 1 participants for 2024.

Original filing (PDF)20251006090237NAL0001939683001

Bernard McDonough Foundation, Inc.

Name: Bernard McDonough Foundation, Inc. — Bernard McDonou, Form 5500 (2024)
Creator: Bernard McDonough Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bernard McDonough Foundation, Inc. Profit Sharing/401(k) Plan

401(k) retirement plan · Bernard McDonough Foundation, Inc.'s Bernard McDonough Foundation, Inc. Profit Sharing/401(k) Plan held $4.2M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Katrina Valentine signed Bernard McDonough Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Katrina Valentine — 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

Bernard McDonough Foundation, Inc.'s EIN is 55-6023693.

EIN 55-6023693

Plan number 002

Plan year 2024

ACK ID 20251006090237NAL0001939683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bernard McDonough Foundation, Inc.'s plan includes profit-sharing, 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 BERNARD MCDONOUGH FOUNDATION, INC..

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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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

BERNARD MCDONOUGH FOUNDATION, INC.

EIN

all filings

Address

311 FOURTH STREET · PARKERSBURG, WV · 26101

Phone

(304) 424-6280

Industry

Other Services (ex. Public Admin)

Plan administrator