The Museum Of Modern Art 403(B) Retirement Plan — Form 5500 plan (The Museum Of Modern Art)

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, The Museum Of Modern Art 403(B) Retirement Plan is a benefit plan reported by The Museum Of Modern Art under EIN 13-1624100 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,201 participants and $154,207,353 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$154.2MPlan net assets, end of year$154,207,353
Participants1.2KCovered participants reported1,201
Assets / participant$128.4KComputed: assets ÷ participants$128,399 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
The Museum Of Modern Art
EIN
13-1624100
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,201H, C20241002082322NAL0008030529001
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)$154.2M total assets
Net assets$154.2MLiabilities$0
Money in vs. money out
Total income / additions$33M
Total expenses$7M
Benefits paid / distributions$7M
Contributions
Employer$2.5M
Participant$6.2M
Full reported line items

Net assets

Total assets (EOY)
$154,207,353
Total liabilities (EOY)
$0
Net assets (EOY)
$154,207,353
Net assets (BOY)
$128,238,572

Income & contributions

Employer contributions
$2,501,723
Participant contributions
$6,206,093
Total contributions
$8,861,266
Total income / additions
$32,981,903

Expenses & distributions

Benefits paid
$7,028,632
Administrative expenses
-$15,510
Total expenses
$7,013,122
Net increase / (decrease)
$25,968,781
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.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$15,510$02023

Related Form 5500 pages