How big is The Robert A. Welch Foundation's plan?

The Robert A. Welch Foundation's plan reported $3.5M in assets and 9 participants for 2024.

Original filing (PDF)20250613171722NAL0017713201001

The Robert A. Welch Foundation

Name: The Robert A. Welch Foundation — Thrift Plan of the, Form 5500 (2024)
Creator: The Robert A. Welch Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thrift Plan of the Robert A. Welch Foundation

401(k) retirement plan · The Robert A. Welch Foundation's Thrift Plan of the Robert A. Welch Foundation held $3.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Loan KIEU signed The Robert A. Welch Foundation's 2024 Form 5500 as plan administrator.

Loan KIEU — 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

The Robert A. Welch Foundation's EIN is 76-0343128.

EIN 76-0343128

Plan number 003

Plan year 2024

ACK ID 20250613171722NAL0017713201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Robert A. Welch Foundation's plan includes profit-sharing, a 401(k) feature, 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 THE ROBERT A. WELCH 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