How big is Graduate Theological Union's plan?

Graduate Theological Union's plan reported $17.9M in assets and 49 participants for 2024.

Original filing (PDF)20250530164711NAL0005360323001

Graduate Theological Union

Name: Graduate Theological Union — Graduate Theological, Form 5500 (2024)
Creator: Graduate Theological Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Graduate Theological Union DC Plan

403(b) retirement plan · Graduate Theological Union's Graduate Theological Union DC Plan held $17.9M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

People on this filing

Sylvie Tisnado signed Graduate Theological Union's 2024 Form 5500 as plan administrator.

Sylvie Tisnado — 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

Graduate Theological Union's EIN is 94-1581707.

EIN 94-1581707

Plan number 001

Plan year 2024

ACK ID 20250530164711NAL0005360323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Graduate Theological Union's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRADUATE THEOLOGICAL UNION.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

GRADUATE THEOLOGICAL UNION

EIN

all filings

Address

2400 RIDGE RD · BERKELEY, CA · 94709

Phone

(510) 649-2400

Industry

Educational Services

Plan administrator