2023 Form 5500 filing — Worcester Art Museum 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 20250402094721NAL0009601041001) for Worcester Art Museum Retirement Plan, reported by Worcester Art Museum under EIN 04-1988530 and plan number 002. It reports 386 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)$12.7MReported net assets$12,651,516
Participants386
Provider compensation$19.6K2 Schedule C row(s)$19,621
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250402094721NAL0009601041001
Plan sponsor
Worcester Art Museum
EIN
04-1988530
Plan number
002
Location
Worcester, MA
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$135.3K
Participant$431.7K
Full reported line items
Total assets (EOY)
$12,651,516
Total liabilities (EOY)
$0
Net assets (EOY)
$12,651,516
Employer contributions
$135,332
Participant contributions
$431,658
Total income / additions
$2,485,963
Benefits paid
$1,043,300
Administrative expenses
$19,471
Total expenses
$1,062,771
Net increase / (decrease)
$1,423,192
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $11.1K
  2. 2
    NONE · Direct $8.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250402094721NAL0009601041001 cover?
It is the 2023 Form 5500 filing for Worcester Art Museum Retirement Plan, reported by Worcester Art Museum (EIN 04-1988530).
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