401(k)
2022 plan-year 401(k) DOL Form 5500

Peabody Essex Museum 401(a) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Peabody Essex Museum · Massachusetts · Arts, Entertainment & Recreation

What the 2023 filing shows

Peabody Essex Museum 401(a) Plan holds $9M for 144 participants — about $63,243 per participant, down 19.6% over the 2022 plan year.

$9M
total plan assets (2022 EOY)
144
covered participants
$63,243
avg assets per participant
-19.6%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$9M
Participants
144
Industry
Arts, Entertainment & Recreation

What the Filing Says About Peabody Essex Museum 401(a) Plan

Peabody Essex Museum 401(a) Plan is a 401(k) retirement plan sponsored by Peabody Essex Museum, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 144 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 043157815, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2022 to $9M at year-end — a decline of 19.6%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-2,220,691 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-2,220,691
Plan Type401(k)
Employer EIN043157815
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peabody Essex Museum)

Year Plans Participants Total Assets
2022 1 144 $9M
2023 1 154 $11M
2024 1 167 $12M

Nearby 401(k) Plans in Massachusetts

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Frequently Asked Questions

How much money is in the Peabody Essex Museum 401(a) Plan?
As of the 2022 Form 5500 filing, Peabody Essex Museum 401(a) Plan holds $9M in total assets with 144 participants. It is sponsored by Peabody Essex Museum.
What type of plan is Peabody Essex Museum 401(a) Plan?
Peabody Essex Museum 401(a) Plan is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 043157815.
Who sponsors the Peabody Essex Museum 401(a) Plan?
Peabody Essex Museum 401(a) Plan is sponsored by Peabody Essex Museum, located in Massachusetts. The sponsor's EIN is 043157815 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Peabody Essex Museum 401(a) Plan perform in 2022?
Peabody Essex Museum 401(a) Plan declined by 19.6% during 2022, moving from $11M to $9M in total assets. Net income was $-2,220,691.
Where can I find official filings for Peabody Essex Museum 401(a) Plan?
Official Form 5500 filings for Peabody Essex Museum 401(a) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 043157815 or plan name at efast.dol.gov.
How does Peabody Essex Museum 401(a) Plan compare to other plans?
You can compare Peabody Essex Museum 401(a) Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 043157815.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.