Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BURROUGHS WELLCOME FUND
EIN 23-7225395non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$20.2M assets
Welfare
0
Participants
57
21 TW ALEXANDER DRIVE - DURHAM, NC 27713919-991-5106bwfund.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.2M assets / 57 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BURROUGHS WELLCOME FUND 403(B) PLAN
403b
Assets$10.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE BURROUGHS WELLCOME FUND 401(A) PLAN
403b
Assets$9.7M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BURROUGHS WELLCOME FUND 403(B) PLAN | 403b | $10.5M | 28 | 2025 | |
| 002 | THE BURROUGHS WELLCOME FUND 401(A) PLAN | 403b | $9.7M | 29 | 2025 |
Retirement plans