Other · DOL Form 5500 · 2024
The William and Flora Hewlett Foundation Retirement Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 133
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $835,427
- Avg per participant High balance/head
Official DOL plan name: The William and Flora Hewlett Foundation 403(b) Plan · Sponsored by The William and Flora Hewlett Foundation · California · Other Services
$111M in assets, 133 participants
The William and Flora Hewlett Foundation's The William and Flora Hewlett Foundation 403(b) Plan reported $111M in total assets and 133 participants in its 2024 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.
- #7,479 in Other Services (7,719 peers)
Coverage in California
The William and Flora Hewlett Foundation 403(b) Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $111M.
- #7,479
- in Other Services (7,719 peers)
- +17.8%
- assets growth YoY
- 1.1×
- 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 2024 · DOL Form 5500
$111,111,783 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The William and Flora Hewlett Foundation 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 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 (133 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The William and Flora Hewlett Foundation 403(b) Plan end-of-year assets rose from $94M in the plan year 2023 filing to $111M in the plan year 2024 filing.
- The William and Flora Hewlett Foundation 403(b) Plan reported participants rose from 123 in the plan year 2023 filing to 133 in the plan year 2024 filing.
- The William and Flora Hewlett Foundation 403(b) Plan reported net income rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
DOL schedule card
Filing strip 941655673 · The William and Flora Hewlett Foundation PY 2024 · Other
The William and Flora Hewlett Foundation 403(b) Plan · $111M · 133 · 91st
- EOY $111M
- EOY 133
- EOY 91st
- EOY Other
- EOY near Retirement Plus of Memorial Health System Hospitals
- EOY ind #7479
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
California filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $17M |
| Employer EIN | 941655673 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
| 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.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
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 Retirement Plus of Memorial Health System Hospitals in OH ($111M); by covered participants it is Community Care Services 403(b) Plan in MI (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
Similar participant headcount
Nearest other-state filings by covered participants (133 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.