How big is Wayne & Gladys Foundation's plan?

Wayne & Gladys Foundation's plan reported $8.7M in assets and 3 participants for 2025.

Original filing (PDF)20260204123619NAL0003529713001

Wayne & Gladys Foundation

Name: Wayne & Gladys Foundation — Wayne and Gladys Valley, Form 5500 (2025)
Creator: Wayne & Gladys Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan

403(b) retirement plan · Wayne & Gladys Foundation's Wayne and Gladys Valley Foundation Tax Deferred Annuity Plan held $8.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Richard Kingsland signed Wayne & Gladys Foundation's 2025 Form 5500 as plan administrator.

Richard Kingsland — 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

Wayne & Gladys Foundation's EIN is 95-3203014.

EIN 95-3203014

Plan number 001

Plan year 2025

ACK ID 20260204123619NAL0003529713001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wayne & Gladys Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wayne & Gladys Foundation's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAYNE & GLADYS 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 (90th percentile).

Plan sponsor

Name

WAYNE & GLADYS FOUNDATION

EIN

all filings

Address

1939 HARRISON ST STE 510 · OAKLAND, CA · 946123535

Phone

(510) 466-6060

Industry

Other Services (ex. Public Admin)

Plan administrator