Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE WEXNER FOUNDATION
EIN 23-7320631professional training & coachingLatest filing 2025
Plans
2
Retirement
2
$10.9M assets
Welfare
0
Participants
47
8000 WALTON PKWY STE 100 - NEW ALBANY, OH 430547074614-939-6000wexnerfoundation.orgLinkedIn11-50 employeesprofessional training & coaching
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.9M assets / 47 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#002
TAX DEFERRED ANNUITY PLAN OF THE WEXNER FOUNDATION
401k
Assets$6.9M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE WEXNER FOUNDATION
401k
Assets$4.0M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TAX DEFERRED ANNUITY PLAN OF THE WEXNER FOUNDATION | 401k | $6.9M | 21 | 2025 | |
| 001 | 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE WEXNER FOUNDATION | 401k | $4.0M | 26 | 2025 |
Retirement plans