PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Alfred P. Sloan Foundation
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Top hat

Alfred P. Sloan Foundation

EIN 13-1623877-philanthropy-Latest filing 2025
Plans
2
Retirement
2
$45.9M assets
Health & Benefits
0
Participants
173
630 FIFTH AVENUE, SUITE 2200 - NEW YORK, NY 10111212-649-1649sloan.orgLinkedIn11-50 employeesphilanthropy
Plans on this EIN
2 filings
#001Money purchase-$31.2M - 99 part#002403(b)-$14.7M - 74 part

Retirement portfolio analytics

2 plans aggregated / $45.9M assets / 173 participants

Assets by plan

Share of aggregate retirement assets

  • FOUNDATION RETIREMENT PLAN (#001)$31.2M
  • SLOAN FOUNDATION 403(B) (#002)$14.7M
Total $45.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FOUNDATION RETIREMENT PLAN (#001)99
  • SLOAN FOUNDATION 403(B) (#002)74
Total 173Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ALFRED P. SLOAN FOUNDATION RETIREMENT PLAN

Money purchase

Assets$31.2M
Participants99
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ALFRED P. SLOAN FOUNDATION 403(B) PLAN

403(b)

Assets$14.7M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ALFRED P. SLOAN FOUNDATION RETIREMENT PLANMoney purchase$31.2M992025
#002ALFRED P. SLOAN FOUNDATION 403(B) PLAN403(b)$14.7M742025
  • ALFRED P. SLOAN FOUNDATION RETIREMENT PLAN$31.2M
    #001 · Money purchase · 202599
  • ALFRED P. SLOAN FOUNDATION 403(B) PLAN$14.7M
    #002 · 403(b) · 202574
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica