How big is Rosenberg Foundation's plan?

Rosenberg Foundation's plan reported $4.4M in assets and 4 participants for 2024.

Original filing (PDF)20250714151545NAL0001691840001

Rosenberg Foundation

Name: Rosenberg Foundation — Rosenberg Foundation 403(b), Form 5500 (2024)
Creator: Rosenberg Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosenberg Foundation 403(b) DC Plan

403(b) retirement plan · Rosenberg Foundation's Rosenberg Foundation 403(b) DC Plan held $4.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

Rosenberg Foundation's EIN is 94-1186182.

EIN 94-1186182

Plan number 001

Plan year 2024

ACK ID 20250714151545NAL0001691840001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rosenberg Foundation's plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSENBERG 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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ROSENBERG FOUNDATION

EIN

all filings

Address

131 STEUART STREET · SAN FRANCISCO, CA · 94105

Phone

(415) 644-9777

Industry

Other Services (ex. Public Admin)

Plan administrator