Other · DOL Form 5500 · 2023

The William and Flora Hewlett Foundation Retirement Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
123
Participants Small participant base
91st
Percentile by assets National rank
$767,164
Avg per participant High balance/head
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Official DOL plan name: The William and Flora Hewlett Foundation 403(b) Plan · Sponsored by The William and Flora Hewlett Foundation · California · Other Services

$94M in assets, 123 participants

The William and Flora Hewlett Foundation's The William and Flora Hewlett Foundation 403(b) Plan reported $94M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,592 in Other Services (7,857 peers)

Coverage in California

The William and Flora Hewlett Foundation 403(b) Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $94M.

#7,592
in Other Services (7,857 peers)
+21.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The William and Flora Hewlett Foundation 403(b) Plan's outsized position by total assets

The William and Flora Hewlett Foundation 403(b) Plan vs every filed plan by assets

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

$94,361,201 Top 9% higher than 91% 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

The William and Flora Hewlett Foundation 403(b) 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. The William and Flora Hewlett Foundation 403(b) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The William and Flora Hewlett Foundation 403(b) Plan reported net income rose from -$15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The William and Flora Hewlett Foundation 403(b) Plan end-of-year assets rose from $78M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • The William and Flora Hewlett Foundation 403(b) Plan reported participants rose from 119 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941655673 · The William and Flora Hewlett Foundation PY 2023 · Other

The William and Flora Hewlett Foundation 403(b) Plan · $94M · 123 · 91st

  • RANK $94M
  • PHOTO 123
  • IND 91st
  • EOY Other
  • 5500 near Acmc System Savings Investment Plan
  • ASSETS ind #7592

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 California →

The William and Flora Hewlett Foundation 403(b) Plan in the asset neighbourhood

St. Francis College Retirement PlanSt. Francis College Retireme…$95MHendrix College Defined Contribution Retirement PlanHendrix College Defined Cont…$95MAcmc System Savings Investment PlanAcmc System Savings Investme…$94MThe William and Flora Hewlett Foundation 403(b) PlanThe William and Flora Hewlet…$94MAgnes Scott College Defined Contribution Retirement PlanAgnes Scott College Defined …$94M
End-of-year total assets ($M) among The William and Flora Hewlett Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$94M
Net Income$16M
Employer EIN941655673
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The William and Flora Hewlett Foundation)

Sponsor-wide plan assets over time

All The William and Flora Hewlett Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$111M 42.502756097076436% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $78M $111M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 119 $78M
2023 1 123 $94M
2024 1 133 $111M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

The William and Flora Hewlett Foundation 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The William and Flora Hewlett Foundation 403(b) Plan, Total assets ($B): 0.094361201 · Participants: 123The William and Flora Hewlett Foundation 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The William and Flora Hewlett Foundation 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare The William and Flora Hewlett Foundation 403(b) Plan side-by-side with 3 peers →

The William and Flora Hewlett Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Acmc System Savings Investment Plan in OH ($94M); by covered participants it is University School of Jackson 403(b) Retirement Pla in TN (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 The William and Flora Hewlett Foundation 403(b) Plan assets move in 2023? ▼
The William and Flora Hewlett Foundation 403(b) Plan grew sharply - up 21.0% during 2023, from $78M to $94M. Reported net income was $16M.
How have The William and Flora Hewlett Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The William and Flora Hewlett Foundation's sponsor-wide assets grew 42.5%, from $78M to $111M.
Where does The William and Flora Hewlett Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
The William and Flora Hewlett Foundation 403(b) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The William and Flora Hewlett Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Acmc System Savings Investment Plan in OH ($94M, 1,244 participants).
Which Other plans cover a similar participant headcount to The William and Flora Hewlett Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is University School of Jackson 403(b) Retirement Pla in TN (123 participants, $13M 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 941655673.

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.