Plan5500

The Fresh Air Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Fresh Air Fund (EIN 13-1656653) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-1656653
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Fresh Air Fund

  • 2 loaded plans hold $8.7M in reported assets.
  • The largest, The Fresh Air Fund Tax Sheltered Annuity Plan, holds 60% of this company's reported plan assets.
  • Plans cover 184 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.7MSummed across loaded plans$8,658,471
Total reported assets$8.7M$8,658,471
Total reported participants184
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities$0
Contributions & income
Employer contributions$257.2K
Participant contributions$210.6K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$117.3K
Total expenses$117.6K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets60%The Fresh Air Fund Tax Sheltered Annuity Plan
Participants per plan92Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Fresh Air Fund Tax Sheltered Annuity Plan$5.2M
    Plan #003 · 69 participants · 2023
  2. 2
    The Fresh Air Fund Pension Plan$3.4M
    Plan #004 · 115 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Fresh Air Fund. Open one for its full reported snapshot.

  1. 2023
    The Fresh Air Fund Tax Sheltered Annuity Plan69 participants · 2Sch I
    View filing →
  2. 2023
    The Fresh Air Fund Pension Plan115 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Fresh Air Fund report on Form 5500?
The Fresh Air Fund (EIN 13-1656653) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Fresh Air Fund?
The Employer Identification Number (EIN) reported for The Fresh Air Fund is 13-1656653.
What is the latest Form 5500 filing year for The Fresh Air Fund?
The latest loaded Form 5500 filing year for The Fresh Air Fund is 2023.

Related Form 5500 pages