401(k) · DOL Form 5500 · 2024

Public Welfare Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
13
Participants Small participant base
47th
Percentile by assets National rank
$515,003
Avg per participant High balance/head
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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

$7M in assets, 13 participants

Public Welfare Foundation, Inc.'s Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,268 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust ranks #5,268 of 7,719 2024 filers by assets (300% of the sector average)-$7M for 13 participants.

#5,268
in Other Services (7,719 peers)
+26.6%
assets growth YoY

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 2024 · DOL Form 5500

$6,695,043 47th percentile higher than 47% of 123,620 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 2024

Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 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 small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $814K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 10 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540597601 · Public Welfare Foundation, Inc. PY 2024 · 401(k)

Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust · $7M · 13 · 47th

  • PCT $7M
  • PCT 13
  • PCT 47th
  • PCT 401(k)
  • PCT near Data Directions, Inc. 401 (K) Profit Sharing Plan
  • PCT ind #5268

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

Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and TrustPublic Welfare Foundation, I…$7MSkillsource 401(k) Plan$7MFaherty 401(k) Plan$7MEpmed, P.a. 401(k) Plan (Was El Paso Pain Center 401(k) Plan)Epmed, P.a. 401(k) Plan (Was…$7MData Directions, Inc. 401 (K) Profit Sharing PlanData Directions, Inc. 401 (K…$7M
End-of-year total assets ($M) among Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN540597601
Plan Effective Date2011-08-01
Filing StatusFILING 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
$4M$5M$6M$7M 202220232024 $4.47M $6.7M ▲ +49.9%
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.

Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006695043 · Participants: 13Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and TrustDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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 Data Directions, Inc. 401 (K) Profit Sharing Plan in VA ($7M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 26.6% during 2024, from $5M to $7M. Reported net income was $1M.
How have Public Welfare Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Public Welfare Foundation, Inc.'s sponsor-wide assets grew 49.6%, from $4M to $7M.
Which 401(k) plans are similar in size to Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Data Directions, Inc. 401 (K) Profit Sharing Plan in VA ($7M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Public Welfare Foundation, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540597601.

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.