401(k) · DOL Form 5500 · 2024
Make-a-Wish Foundation 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 219
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $103,085
- Avg per participant Below avg balance/head
Official DOL plan name: Make-a-Wish Foundation of America 401(k) Savings Plan · Sponsored by Make-a-Wish Foundation · Arizona · Other Services
$23M in assets, 219 participants
Make-a-Wish Foundation's Make-a-Wish Foundation of America 401(k) Savings Plan reported $23M in total assets and 219 participants in its 2024 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.
- #6,575 in Other Services (7,719 peers)
Coverage in Arizona
Make-a-Wish Foundation of America 401(k) Savings Plan covers 219 participants in Arizona, about 39% of the average Arizona filer (state average ~564 per filing). Assets: $23M.
- #6,575
- in Other Services (7,719 peers)
- +10.5%
- 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 2024 · DOL Form 5500
$22,575,573 Top 27% higher than 73% 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
Make-a-Wish Foundation of America 401(k) Savings 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. Make-a-Wish Foundation of America 401(k) Savings Plan sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Make-a-Wish Foundation of America 401(k) Savings Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Make-a-Wish Foundation of America 401(k) Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 860481941 · Make-a-Wish Foundation PY 2024 · 401(k)
Make-a-Wish Foundation of America 401(k) Savings Plan · $23M · 219 · 73rd
- SCH $23M
- SCH 219
- SCH 73rd
- SCH 401(k)
- SCH near The Conrail Retirement Savings Plan
- SCH ind #6575
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
Arizona filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 860481941 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING 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
| 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.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
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 Conrail Retirement Savings Plan in PA ($23M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- The Conrail Retirement Savings Plan (PA) $23M · 164
- Promesa Management Plan (NY) $23M · 419
- Duke's Root Control, Inc. 401(k) Plan (IL) $23M · 289
- Bangor Publishing Company Savings/Security Plan (ME) $23M · 99
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
- The Joy Companies, Inc. Retirement Plan (MD) 219 · 0 off
- Fibrogen, Inc. 401(k) Plan (CA) 219 · 0 off
- Bank of the Pacific 401(k) Plan (WA) 219 · 0 off
- Le Jardin Community Center 401(k) and Profit Sharing Plan (FL) 219 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.