Department of Labor filing

ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC.

HAGLEY MUSEUM & LIBRARY 403(B) PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?

Public filing 2024 · received Jan 30, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$4,471

Reported employer contributions per active participant.

Higher than about 68% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$279 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 30% of comparable plans

↗Investment performance

Not available

Plan assets changed 12.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions68th percentileTypical peer $2,942 · based on 4,690 comparable plans

Lower reported administrative expense30th percentileTypical peer $167 · based on 4,966 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. reported $393,404 in employer contributions across the plan and 88 active participants. That works out to $4,471 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy51%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 33.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 19.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $393,404
Participant contributions: $279,001
Other contributions: $309,632
Employer share of reported contributions: 58.5%
Beginning assets: $18,565,250
Ending assets: $20,840,922
Ending net assets: $20,840,301
Ending liabilities: $621
Total income: $3,575,747
Total expenses: $1,300,696
Administrative expenses: $47,477
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,347

2023

$4,058

2024

$4,471

Plan-paid administrative expenses per participant

2022

$234

2023

$259

2024

$279

Active participants

2022

104

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,471	88	20.8M	20260130144417NAL0007399456001
2023	$4,058	88	18.6M	20241014132238NAL0027377777001
2022	$3,347	104	15.6M	20231016092815NAL0024433459001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Disclaimer of opinion Code 3
Late participant contributions reported: Not stated in the filing
Public plan identifier: 510070531-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1979
Industry: Arts, entertainment, and recreation
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2L2M2T

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20260130144417NAL0007399456001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗