Retirement plan

SECTION 403(B) RETIREMENT PLAN FOR THE NEW YORK WOMEN'S FOUNDATION

Name: THE NEW YORK WOMEN'S FOUNDATION - SECTION 403(B) RETIREMENT PLAN FOR THE NEW YORK WOMEN'S FOUNDATION (2025) Form 5500
Creator: THE NEW YORK WOMEN'S FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SECTION 403(B) RETIREMENT PLAN FOR THE NEW YORK WOMEN'S FOUNDATION, THE NEW YORK WOMEN'S FOUNDATION

THE NEW YORK WOMEN'S FOUNDATIONEIN 13-3457287Plan #001PY 2025

39 BROADWAY SUITE 2300 - NEW YORK, NY 10006212-514-6993nywf.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.5M

+9.7% from 2024

Total participants

-2.3% from 2024

Average account balance

$110,077

+17.8% from 2024

Annual return

14.64%

-0.04 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.51M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$110K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

170.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$393K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$15413

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L3D2E2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$632K

$26330 / participant

Other / not subdivided$632K100.0%

% of EOY assets

14.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,077

$157,829-30.3%

$136,867-19.6%

$198,609-44.6%

Participation rate

91.7%

77.2%+14.5pp

74.5%+17.1pp

82.4%+9.3pp

Annual return

14.64%

51.25%-36.6pp

42.97%-28.3pp

202.70%-188.1pp

Employer contribution / active EE

$7,885

$3,923+101.0%

$3,547+122.3%

$5,055+56.0%

Participant deferral / active EE

$8,496

$5,463+55.5%

$4,924+72.5%

$6,977+21.8%

Admin fee / account holder

$15,413

$11,107+38.8%

$10,340+49.1%

$19,030-19.0%

SECTION 403(B) RETIREMENT PLAN FOR THE NEW YORK WOMEN'S FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SECTION 403(B) RETIREMENT PLAN FOR THE NEW YORK WOMEN'S FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion