PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Omaha Community Foundation
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Omaha Community Foundation

EIN 47-0645958-non-profit organization management-Latest filing 2025
Plans
3
Retirement
3
$5.2M assets
Health & Benefits
0
Participants
60
1120 S 101ST ST STE 320 - OMAHA, NE 68124402-342-3458omahafoundation.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
3 filings
#003401(k)-$4.7M - 52 part#002403(b)-$398K - 5 part#001403(b)-$106K - 3 part

Retirement portfolio analytics

3 plans aggregated / $5.2M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

  • COMMUNITY FOUNDATION 401(K) (#003)$4.7M
  • DC RETIREMENT PLAN (#002)$398K
  • COMMUNITY FOUNDATION TD (#001)$106K
Total $5.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • COMMUNITY FOUNDATION 401(K) (#003)52
  • DC RETIREMENT PLAN (#002)5
  • COMMUNITY FOUNDATION TD (#001)3
Total 60Select 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#003

OMAHA COMMUNITY FOUNDATION 401(K) PLAN

401(k)

Assets$4.7M
Participants52
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

OMAHA COMMUNITY FOUNDATION DC RETIREMENT PLAN

403(b)

Assets$398K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

OMAHA COMMUNITY FOUNDATION TD

403(b)

Assets$106K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003OMAHA COMMUNITY FOUNDATION 401(K) PLAN401(k)$4.7M522025
#002OMAHA COMMUNITY FOUNDATION DC RETIREMENT PLAN403(b)$398K52025
#001OMAHA COMMUNITY FOUNDATION TD403(b)$106K32025
  • OMAHA COMMUNITY FOUNDATION 401(K) PLAN$4.7M
    #003 · 401(k) · 202552
  • OMAHA COMMUNITY FOUNDATION DC RETIREMENT PLAN$398K
    #002 · 403(b) · 20255
  • OMAHA COMMUNITY FOUNDATION TD$106K
    #001 · 403(b) · 20253
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