Wikimedia Foundation, Inc. 401(K) Plan — Form 5500 plan (Wikimedia Foundation, Inc.)
Plain-English plan 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, Wikimedia Foundation, Inc. 401(K) Plan is a benefit plan reported by Wikimedia Foundation, Inc. under EIN 20-0049703 and plan number 001. The latest loaded filing year is 2023. The filing reports 458 participants and $51,618,707 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$51.6MPlan net assets, end of year$51,618,707
Participants458Covered participants reported
Assets / participant$112.7KComputed: assets ÷ participants$112,705 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Wikimedia Foundation, Inc.
- EIN
- 20-0049703
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 458 | H, C | 20250613154923NAL0030217744001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$51.6M total assets
Net assets$51.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $51,618,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,618,707
- Net assets (BOY)
- $38,450,758
Income & contributions
- Employer contributions
- $1,870,582
- Participant contributions
- $4,695,024
- Total contributions
- $6,652,928
- Total income / additions
- $14,916,948
Expenses & distributions
- Benefits paid
- $1,754,817
- Administrative expenses
- -$13,095
- Total expenses
- $1,748,999
- Net increase / (decrease)
- $13,167,949
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$13,095 | $0 | 2023 |