How big is Dougherty Foundation's plan?

Dougherty Foundation's plan reported $625K in assets and 1 participants for 2024.

Original filing (PDF)20250711115320NAL0017080658001

Dougherty Foundation

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

Form 5500-SF

FILING_RECEIVED

Dougherty Foundation, Inc. Employee Retirement

401(k) retirement plan · Dougherty Foundation's Dougherty Foundation, Inc. Employee Retirement held $625K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$625K

Net assets (EOY)

$625K

People on this filing

Joyce Harper signed Dougherty Foundation's 2024 Form 5500 as plan administrator.

Joyce Harper — 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

Dougherty Foundation's EIN is 86-6051637.

EIN 86-6051637

Plan number 001

Plan year 2024

ACK ID 20250711115320NAL0017080658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dougherty Foundation's plan includes a 401(k) feature, a 403(b) annuity, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOUGHERTY 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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DOUGHERTY FOUNDATION

EIN

all filings

Address

221 E INDIANOLA AVE · PHOENIX, AZ · 85012

Phone

(602) 264-7478

Industry

Other Services (ex. Public Admin)

Plan administrator