How big is John Templeton Foundation's plan?

John Templeton Foundation's plan reported $29.7M in assets and 53 participants for 2024.

Original filing (PDF)20250925113207NAL0008467073001

John Templeton Foundation

Name: John Templeton Foundation — John Templeton, Form 5500 (2024)
Creator: John Templeton Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John Templeton Foundation 401(k) Profit Sharing Plan

401(k) retirement plan · John Templeton Foundation's John Templeton Foundation 401(k) Profit Sharing Plan held $29.7M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29.7M

Net assets (EOY)

$29.7M

Plan identifiers

John Templeton Foundation's EIN is 62-1322826.

EIN 62-1322826

Plan number 002

Plan year 2024

ACK ID 20250925113207NAL0008467073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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 (89th percentile).

Plan sponsor

Name

JOHN TEMPLETON FOUNDATION

EIN

all filings

Address

300 CONSHOHOCKEN STATE ROAD · SUITE 500 · WEST CONSHOHOCKEN, PA · 19428

Phone

(610) 941-2828

Industry

Professional & Technical Services

Plan administrator