2023 Form 5500 filing — Whitney Museum Of American Art 403(B) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250304172119NAL0007327505001) for Whitney Museum Of American Art 403(B) Retirement Plan, reported by Whitney Museum Of American Art under EIN 13-1789318 and plan number 003. It reports 646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.4MReported net assets$35,356,390
Participants646
Provider compensation$72.8K1 Schedule C row(s)$72,789
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250304172119NAL0007327505001
Plan sponsor
Whitney Museum Of American Art
EIN
13-1789318
Plan number
003
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.4M total assets
Net assets$35.4MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$1.3M
Participant$1.6M
Full reported line items
Total assets (EOY)
$35,356,390
Total liabilities (EOY)
$0
Net assets (EOY)
$35,356,390
Employer contributions
$1,293,044
Participant contributions
$1,556,833
Total income / additions
$7,568,803
Benefits paid
$1,389,526
Administrative expenses
$72,189
Total expenses
$1,461,715
Net increase / (decrease)
$6,107,088
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$72.8K
    NONE · Direct $72.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250304172119NAL0007327505001 cover?
It is the 2023 Form 5500 filing for Whitney Museum Of American Art 403(B) Retirement Plan, reported by Whitney Museum Of American Art (EIN 13-1789318).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages