Intrepid Museum Foundation — 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, Intrepid Museum Foundation (EIN 13-3062419) 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
13-3062419
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 Intrepid Museum Foundation

  • 2 loaded plans hold $11M in reported assets.
  • The largest, Intrepid Museum Foundation 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 538 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11MSummed across loaded plans$10,952,579
Total reported assets$11M$10,952,579
Total reported participants538
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11M total assets
Net assets$11MLiabilities$0
Contributions & income
Employer contributions$130.2K
Participant contributions$775.5K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$517.3K
Total expenses$519.2K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 2 (50%)
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 assets100%Intrepid Museum Foundation 403(B) Plan
Participants per plan269Average 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
    Plan #001 · 353 participants · 2023
  2. 2
    Intrepid Museum Foundation Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 185 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Intrepid Museum Foundation. Open one for its full reported snapshot.

  1. 2023
    Intrepid Museum Foundation Employee Benefit Plan185 participants · 2No schedules
    View filing →
  2. 2023
    Intrepid Museum Foundation 403(B) Plan353 participants · 3Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Intrepid Museum Foundation report on Form 5500?
Intrepid Museum Foundation (EIN 13-3062419) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Intrepid Museum Foundation?
The Employer Identification Number (EIN) reported for Intrepid Museum Foundation is 13-3062419.
What is the latest Form 5500 filing year for Intrepid Museum Foundation?
The latest loaded Form 5500 filing year for Intrepid Museum Foundation is 2023.

Related Form 5500 pages