401(k) · DOL Form 5500 · 2023

Make-a-Wish Foundation 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
221
Participants Below avg headcount
73rd
Percentile by assets National rank
$92,446
Avg per participant Below avg balance/head
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Official DOL plan name: Make-a-Wish Foundation of America 401(k) Savings Plan · Sponsored by Make-a-Wish Foundation · Arizona · Other Services

$20M in assets, 221 participants

Make-a-Wish Foundation's Make-a-Wish Foundation of America 401(k) Savings Plan reported $20M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,703 in Other Services (7,857 peers)

Coverage in Arizona

Make-a-Wish Foundation of America 401(k) Savings Plan covers 221 participants in Arizona, about 39% of the average Arizona filer (state average ~564 per filing). Assets: $20M.

#6,703
in Other Services (7,857 peers)
+28.3%
assets growth YoY

Make-a-Wish Foundation of America 401(k) Savings Plan's outsized position by total assets

Make-a-Wish Foundation of America 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$20,430,610 Top 27% higher than 73% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Make-a-Wish Foundation of America 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Make-a-Wish Foundation of America 401(k) Savings Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Make-a-Wish Foundation of America 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Make-a-Wish Foundation of America 401(k) Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Make-a-Wish Foundation of America 401(k) Savings Plan reported participants rose from 217 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860481941 · Make-a-Wish Foundation PY 2023 · 401(k)

Make-a-Wish Foundation of America 401(k) Savings Plan · $20M · 221 · 73rd

  • BOOK $20M
  • VS-ST 221
  • BOY 73rd
  • SCH 401(k)
  • EBSA near The Myr Group Hourly 401(k) Plan
  • PART ind #6703

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 Arizona →

Make-a-Wish Foundation of America 401(k) Savings Plan in the asset neighbourhood

Make-a-Wish Foundation of America 401(k) Savings PlanMake-a-Wish Foundation of Am…$20MThe Myr Group Hourly 401(k) PlanThe Myr Group Hourly 401(k) …$20MMre Consulting 401(k) Plan$20MKopka, Pinkus & Dolin Employee Savings & Retirement PlanKopka, Pinkus & Dolin Employ…$20MMintzer, Sarowitz, Zeris, Ledva & Meyers, LLP 401(k) PlanMintzer, Sarowitz, Zeris, Le…$20M
End-of-year total assets ($M) among Make-a-Wish Foundation of America 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN860481941
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Make-a-Wish Foundation)

Sponsor-wide plan assets over time

All Make-a-Wish Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.787570868433896% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.9M $22.6M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 217 $16M
2023 1 221 $20M
2024 1 219 $23M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Make-a-Wish Foundation of America 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Make-a-Wish Foundation of America 401(k) Savings Plan, Total assets ($B): 0.02043061 · Participants: 221Make-a-Wish Foundation of America 401(k) Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Make-a-Wish Foundation of America 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Make-a-Wish Foundation of America 401(k) Savings Plan side-by-side with 3 peers →

Make-a-Wish Foundation of America 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is The Myr Group Hourly 401(k) Plan in CO ($20M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Make-a-Wish Foundation of America 401(k) Savings Plan assets move in 2023? ▼
Make-a-Wish Foundation of America 401(k) Savings Plan grew sharply - up 28.3% during 2023, from $16M to $20M. Reported net income was $5M.
How have Make-a-Wish Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Make-a-Wish Foundation's sponsor-wide assets grew 41.8%, from $16M to $23M.
Which 401(k) plans are similar in size to Make-a-Wish Foundation of America 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Myr Group Hourly 401(k) Plan in CO ($20M, 885 participants).
Which 401(k) plans cover a similar participant headcount to Make-a-Wish Foundation of America 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860481941.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.