How big is Benwood Foundation's plan?

Benwood Foundation's plan reported $3.5M in assets and 5 participants for 2024.

Original filing (PDF)20250602141016NAL0010108273001

Benwood Foundation

Name: Benwood Foundation — Benwood Foundation 403(b) Plan, Form 5500 (2024)
Creator: Benwood Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Benwood Foundation 403(b) Plan

403(b) retirement plan · Benwood Foundation's Benwood Foundation 403(b) Plan held $3.5M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Sarah H. Morgan signed Benwood Foundation's 2024 Form 5500 as plan administrator.

Sarah H. Morgan — 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

Benwood Foundation's EIN is 62-0476283.

EIN 62-0476283

Plan number 001

Plan year 2024

ACK ID 20250602141016NAL0010108273001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Benwood Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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