Plan5500

Whitney Museum Of American Art 403(B) Retirement Plan — Form 5500 plan (Whitney Museum Of American 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, Whitney Museum Of American Art 403(B) Retirement Plan is a benefit plan reported by Whitney Museum Of American Art under EIN 13-1789318 and plan number 003. The latest loaded filing year is 2023. The filing reports 646 participants and $35,356,390 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.4MPlan net assets, end of year$35,356,390
Participants646Covered participants reported
Assets / participant$54.7KComputed: assets ÷ participants$54,731 (computed)
Provider compensation$72.8K1 Schedule C provider row(s)$72,789
Plan sponsor
Whitney Museum Of American Art
EIN
13-1789318
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    646 participants · 2Sch HSch C
    View filing →
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)$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

Net assets

Total assets (EOY)
$35,356,390
Total liabilities (EOY)
$0
Net assets (EOY)
$35,356,390
Net assets (BOY)
$29,249,302

Income & contributions

Employer contributions
$1,293,044
Participant contributions
$1,556,833
Total contributions
$2,864,077
Total income / additions
$7,568,803

Expenses & distributions

Benefits paid
$1,389,526
Administrative expenses
$72,189
Total expenses
$1,461,715
Net increase / (decrease)
$6,107,088
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 45%Participant 55%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages