How big is National Endowment for Financial Education's plan?

National Endowment for Financial Education's plan reported $4.2M in assets and 25 participants for 2024.

Original filing (PDF)20251015143716NAL0005152577001

National Endowment for Financial Education

Name: National Endowment for Financial Education — Form 5500 Plan 002 (2024)
Creator: National Endowment for Financial Education
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

National Endowment for Financial Education Pension Plan

Defined-benefit pension plan · National Endowment for Financial Education's National Endowment for Financial Education Pension Plan held $4.2M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Joanne Flores Moses signed National Endowment for Financial Education's 2024 Form 5500 as plan administrator.

Joanne Flores Moses — 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

National Endowment for Financial Education's EIN is 84-0632115.

EIN 84-0632115

Plan number 002

Plan year 2024

ACK ID 20251015143716NAL0005152577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

National Endowment for Financial Education's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score