Other · DOL Form 5500 · 2022

The Isabella Stewart Gardner Museum Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
184
Participants Below avg headcount
58th
Percentile by assets National rank
$38,619
Avg per participant Low balance/head
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Official DOL plan name: The Isabella Stewart Gardner Museum 403(b) Plan · Sponsored by The Isabella Stewart Gardner Museum · Massachusetts · Arts, Entertainment & Recreation

$7M in assets, 184 participants

The Isabella Stewart Gardner Museum's The Isabella Stewart Gardner Museum 403(b) Plan reported $7M in total assets and 184 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #2,240 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Massachusetts

The Isabella Stewart Gardner Museum 403(b) Plan covers 184 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#2,240
in Arts, Entertainment & Recreation (3,077 peers)
-10.8%
assets change YoY

The plan reported a net loss of $863K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Isabella Stewart Gardner Museum 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Isabella Stewart Gardner Museum 403(b) Plan vs every filed plan by assets

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

$7,105,860 Top 42% higher than 58% 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 Isabella Stewart Gardner Museum 403(b) 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 Isabella Stewart Gardner Museum 403(b) Plan sits mid-pack in the medium band (184 participants).

DOL schedule card

Filing strip 042104334 · The Isabella Stewart Gardner Museum PY 2022 · Other

The Isabella Stewart Gardner Museum 403(b) Plan · $7M · 184 · 58th

  • IND $7M
  • IND 184
  • IND 58th
  • IND Other
  • IND near Rush-Copley Medical Center 403(b) Plan
  • IND ind #2240

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 Massachusetts →

The Isabella Stewart Gardner Museum 403(b) Plan in the asset neighbourhood

Rush-Copley Medical Center 403(b) PlanRush-Copley Medical Center 4…$7MInstitute for the Redesign of Learning 403(b) Profit/Gain Sharing PlanInstitute for the Redesign o…$7MThe Isabella Stewart Gardner Museum 403(b) PlanThe Isabella Stewart Gardner…$7MMidland Christian School Retirement PlanMidland Christian School Ret…$7MBoulder City Hospital, Inc. Tax Deferred Annuity PlanBoulder City Hospital, Inc. …$7M
End-of-year total assets ($M) among The Isabella Stewart Gardner Museum 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$863K
Employer EIN042104334
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Isabella Stewart Gardner Museum)

Sponsor-wide plan assets over time

All The Isabella Stewart Gardner Museum plans reported in each filing year

Latest sponsor-wide plan assets
$10M 42.691384294089666% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.11M $10.1M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 184 $7M
2023 1 212 $9M
2024 1 217 $10M

Nearby Other Plans in Massachusetts

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

The Isabella Stewart Gardner Museum 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants The Isabella Stewart Gardner Museum 403(b) Plan, Total assets ($B): 0.00710586 · Participants: 184The Isabella Stewart Gardner Museum 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
The Isabella Stewart Gardner Museum 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Isabella Stewart Gardner Museum 403(b) Plan side-by-side with 3 peers →

The Isabella Stewart Gardner Museum 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Rush-Copley Medical Center 403(b) Plan in IL ($7M); by covered participants it is Community Legal Services Retirement Plan in PA (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Isabella Stewart Gardner Museum 403(b) Plan assets move in 2022? ▼
The Isabella Stewart Gardner Museum 403(b) Plan pulled back noticeably - down 10.8% during 2022, from $8M to $7M. Reported net income was -$863K.
How have The Isabella Stewart Gardner Museum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Isabella Stewart Gardner Museum's sponsor-wide assets grew 42.7%, from $7M to $10M.
Which Other plans are similar in size to The Isabella Stewart Gardner Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Rush-Copley Medical Center 403(b) Plan in IL ($7M, 200 participants).
Which Other plans cover a similar participant headcount to The Isabella Stewart Gardner Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Legal Services Retirement Plan in PA (184 participants, $24M 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 042104334.

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.