How big is The Breakthrough Institute's plan?

The Breakthrough Institute's plan reported $1.7M in assets and 22 participants for 2025.

Original filing (PDF)20260513120241NAL0006790595002

The Breakthrough Institute

Name: The Breakthrough Institute — The Breakthrough, Form 5500 (2025)
Creator: The Breakthrough Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Breakthrough Institute 403(b) Plan

401(k) retirement plan · The Breakthrough Institute's The Breakthrough Institute 403(b) Plan held $1.7M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

ANN WANG signed The Breakthrough Institute's 2025 Form 5500 as plan administrator.

ANN WANG — 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 Breakthrough Institute's EIN is 81-4526660.

EIN 81-4526660

Plan number 001

Plan year 2025

ACK ID 20260513120241NAL0006790595002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Breakthrough Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Breakthrough Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 BREAKTHROUGH INSTITUTE.

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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