Other · DOL Form 5500 · 2022

The New-York Historical Society Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
228
Participants Below avg headcount
83rd
Percentile by assets National rank
$128,447
Avg per participant Near avg balance/head
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Official DOL plan name: The New-York Historical Society Defined Contribution Plan · Sponsored by The New-York Historical Society · New York · Arts, Entertainment & Recreation

$29M in assets, 228 participants

The New-York Historical Society's The New-York Historical Society Defined Contribution Plan reported $29M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,745 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in New York

The New-York Historical Society Defined Contribution Plan covers 228 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $29M.

#2,745
in Arts, Entertainment & Recreation (3,077 peers)
-8.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The New-York Historical Society Defined Contribution Plan's outsized position by total assets

The New-York Historical Society Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,285,939 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The New-York Historical Society Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The New-York Historical Society Defined Contribution Plan sits mid-pack in the medium band (228 participants).

DOL schedule card

Filing strip 131624124 · The New-York Historical Society PY 2022 · Other

The New-York Historical Society Defined Contribution Plan · $29M · 228 · 83rd

  • EBSA $29M
  • EBSA 228
  • EBSA 83rd
  • EBSA Other
  • EBSA near Meridian International Center Defined Contribution Retirement Plan
  • EBSA ind #2745

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in New York →

The New-York Historical Society Defined Contribution Plan in the asset neighbourhood

Community Hospitals and Wellness Centers 403(b) PlanCommunity Hospitals and Well…$29MEmployee Benefit Plan of Community Health of South Florida, Inc.Employee Benefit Plan of Com…$29MThe New-York Historical Society Defined Contribution PlanThe New-York Historical Soci…$29MMeridian International Center Defined Contribution Retirement PlanMeridian International Cente…$29MSan Gorgonio Memorial Hospital Tax Sheltered Annuity PlanSan Gorgonio Memorial Hospit…$29M
End-of-year total assets ($M) among The New-York Historical Society Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$29M
Net Income-$3M
Employer EIN131624124
Plan Effective Date1953-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New-York Historical Society)

Sponsor-wide plan assets over time

All The New-York Historical Society plans reported in each filing year

Latest sponsor-wide plan assets
$36M 22.39219305892838% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $29.3M $35.8M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 228 $29M
2023 1 234 $34M
2024 1 229 $36M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

The New-York Historical Society Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The New-York Historical Society Defined Contribution Plan, Total assets ($B): 0.029285939 · Participants: 228The New-York Historical Society Defined Contribution PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
The New-York Historical Society Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
Compare The New-York Historical Society Defined Contribution Plan side-by-side with 3 peers →

The New-York Historical Society Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Meridian International Center Defined Contribution Retirement Plan in DC ($29M); by covered participants it is Emergycare 403(b) Plan in PA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The New-York Historical Society Defined Contribution Plan assets move in 2022? ▼
The New-York Historical Society Defined Contribution Plan pulled back noticeably - down 8.6% during 2022, from $32M to $29M. Reported net income was -$3M.
How have The New-York Historical Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The New-York Historical Society's sponsor-wide assets grew 22.4%, from $29M to $36M.
Where does The New-York Historical Society Defined Contribution Plan rank by assets among Form 5500 filers? ▼
The New-York Historical Society Defined Contribution Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The New-York Historical Society Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Meridian International Center Defined Contribution Retirement Plan in DC ($29M, 118 participants).
Which Other plans cover a similar participant headcount to The New-York Historical Society Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Emergycare 403(b) Plan in PA (228 participants, $7M in assets).

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 131624124.

Read our methodology - how this data is sourced, computed, and verified.

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