How big is Public Education Foundation's plan?

Public Education Foundation's plan reported $3.6M in assets and 18 participants for 2024.

Original filing (PDF)20251222122402NAL0005275699001

Public Education Foundation

Name: Public Education Foundation — PEF Retirement Savings, Form 5500 (2024)
Creator: Public Education Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PEF Retirement Savings Plan

403(b) retirement plan · Public Education Foundation's PEF Retirement Savings Plan held $3.6M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Larry Stone signed Public Education Foundation's 2024 Form 5500 as plan administrator.

Larry Stone — 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

Public Education Foundation's EIN is 62-1356764.

EIN 62-1356764

Plan number 001

Plan year 2024

ACK ID 20251222122402NAL0005275699001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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 (93rd percentile).

Plan sponsor

Name

PUBLIC EDUCATION FOUNDATION

EIN

all filings

Address

100 EAST 10TH STREET, SUITE 500 · CHATTANOOGA, TN · 37402

Phone

(423) 668-2421

Industry

Educational Services

Plan administrator