· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MARY REYNOLDS BABCOCK FOUNDATION, INCORPORATED — MARY REYNOLDS BABCOCK FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250902120706NAL0014234113001
MARY REYNOLDS BABCOCK FOUNDATION, INCORPORATED
Form 5500-SF
FILING_RECEIVED
MARY REYNOLDS BABCOCK FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
13
Accounts w/ balance
38
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARY REYNOLDS BABCOCK FOUNDATION, INCORPORATED
.
Find decision makers
Plan sponsor
Name
MARY REYNOLDS BABCOCK FOUNDATION, INCORPORATED
EIN
56-0690140
Address
500 WEST 5TH STREET, · SUITE 800 · WINSTON SALEM, NC · 27101
Phone
(336) 748-9222
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
COMMUNITY ACTION AGENCY
COMMUNITY ACTION AGENCY 403(B) RETIREMENT PLAN
$3.8M · 221 participants
GLOBAL TIES, U.S.
GLOBAL TIES U.S. RETIREMENT PLAN
$3.8M · 33 participants
RONALD MCDONALD HOUSE CHARITIES - B
RONALD MCDONALD HOUSE CHARITIES - BAY AREA 403(B) PLAN
$3.8M · 77 participants
ORT AMERICA, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF ORT AMERICA, INC.
$3.8M · 23 participants
THE PARTNERSHIP PROJECT, INC.
THE PARTNERSHIP PROJECT 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.8M · 79 participants
WILLWOODS COMMUNITY
WILLWOODS COMMUNITY EMPLOYEE PROFIT-SHARING AND 401(K) PLAN AND TRUST
$3.8M · 32 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants