How big is Bernard Osher Foundation's plan?

Bernard Osher Foundation's plan reported $3.3M in assets and 3 participants for 2024.

Original filing (PDF)20250610114639NAL0014767425001

Bernard Osher Foundation

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

Form 5500-SF

FILING_RECEIVED

Bernard Osher Foundation 401(k) Profit Sharing Plan

401(k) retirement plan · Bernard Osher Foundation's Bernard Osher Foundation 401(k) Profit Sharing Plan held $3.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Shirley Horner signed Bernard Osher Foundation's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Bernard Osher Foundation's EIN is 94-2506257.

EIN 94-2506257

Plan number 001

Plan year 2024

ACK ID 20250610114639NAL0014767425001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bernard Osher Foundation'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 BERNARD OSHER 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 (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BERNARD OSHER FOUNDATION

EIN

all filings

Address

1 MARKET PLAZA STEUART TOWER · SUITE 1000 · SAN FRANCISCO, CA · 94105

Phone

(415) 288-6297

Industry

Other Services (ex. Public Admin)

Plan administrator