Other · DOL Form 5500 · 2022

The New-York Historical Society Retirement Plan

Data updated 2026-08-11

$29M
Total assets
228
Participants
83rd
Percentile by assets
$128,447
Avg per participant
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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.

  • 83rd percentile by assets (of 139,126 plans)
  • #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.

$29M
total plan assets (2022 EOY)
228
covered participants
83rd
percentile by assets (of 139,126 plans)
$128,447
avg assets per participant

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.

Where The New-York Historical Society Defined Contribution Plan sits 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 $2,010,000,000 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

State
New York
Industry
Arts, Entertainment & Recreation

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The New-York Historical Society Defined Contribution Plan reports 228 participants - about 29% of that state average ($29M EOY assets).

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)

$28M$30M$32M$34M$36M$38M 202220232024 $29.3M $35.8M ▲ +22.4%
Total plan assets by year, all The New-York Historical Society plans on file
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 ($B) Participants The New-York Histori…, Total assets ($B): 0.029285939 · Participants: 228The New-York Histori…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
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 … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The New-York Historical Society Defined Contribution Plan by total assets, not by location.

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).

Next read for The New-York Historical Society Defined …

Filing takeaways

Ways to act on The New-York Historical Society Defined Contribution Plan's numbers.

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.