401(k) · DOL Form 5500 · 2022
Public Welfare Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $497,172
- Avg per participant High balance/head
Official DOL plan name: Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Public Welfare Foundation, Inc. · District of Columbia · Other Services
$4M in assets, 9 participants
Public Welfare Foundation, Inc.'s Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 48th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,686 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust ranks #5,686 of 8,398 2022 filers by assets (449% of the sector average)-$4M for 9 participants.
- #5,686
- in Other Services (8,398 peers)
- -14.2%
- assets change YoY
The plan reported a net loss of $740K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers
Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,474,547 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (9 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 540597601 · Public Welfare Foundation, Inc. PY 2022 · 401(k)
Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 9 · 48th
- NET $4M
- NET 9
- NET 48th
- NET 401(k)
- NET near Celestar 401(k) Plan
- NET ind #5686
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in District of Columbia →
Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$740K |
| Employer EIN | 540597601 |
| Plan Effective Date | 2011-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Public Welfare Foundation, Inc.)
Sponsor-wide plan assets over time
All Public Welfare Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 49.62504584262943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $4M |
| 2023 | 1 | 10 | $5M |
| 2024 | 1 | 13 | $7M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.9B · 29,923
- Revised Profit Sharing Plan for Emp. of Geico $5.1B · 41,527
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.2B · 7,402
- Finra Savings Plus Plan $1.8B · 3,697
- Hogan Lovells US LLP Retirement Savings Plan $1.3B · 1,883
Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Celestar 401(k) Plan in FL ($4M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Celestar 401(k) Plan (FL) $4M · 192
- Key Lime Air 401(k) Plan (CO) $4M · 143
- Citadel Roofing and Solar 401(k) Plan (CA) $4M · 677
- Service Alternatives 401(k) Retirement & Savings Plan (WA) $4M · 306
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.