Other · DOL Form 5500 · 2022

National September 11 Memorial & Museum at the World Trade Center Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
178
Participants Small participant base
83rd
Percentile by assets National rank
$170,323
Avg per participant Above avg balance/head
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Official DOL plan name: National September 11 Memorial & Museum 403(b) Plan · Sponsored by National September 11 Memorial & Museum at the World Trade Center · New York · Other Services

$30M in assets, 178 participants

National September 11 Memorial & Museum at the World Trade Center's National September 11 Memorial & Museum 403(b) Plan reported $30M in total assets and 178 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.

  • #7,681 in Other Services (8,398 peers)

Coverage in New York

National September 11 Memorial & Museum 403(b) Plan covers 178 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $30M.

#7,681
in Other Services (8,398 peers)
-11.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National September 11 Memorial & Museum 403(b) Plan's outsized position by total assets

National September 11 Memorial & Museum 403(b) Plan vs every filed plan by assets

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

$30,317,445 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

National September 11 Memorial & 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. National September 11 Memorial & Museum 403(b) Plan sits mid-pack in the medium band (178 participants).

EBSA filing schedule strip

Filing strip 611745872 · National September 11 Memorial & Museum at the World Trade Center PY 2022 · Other

National September 11 Memorial & Museum 403(b) Plan · $30M · 178 · 83rd

  • TYPE $30M
  • TYPE 178
  • TYPE 83rd
  • TYPE Other
  • TYPE near Bethany College 403(b) DC Plan
  • TYPE ind #7681

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 Other Services retirement plans → · Plans in New York →

National September 11 Memorial & Museum 403(b) Plan in the asset neighbourhood

Episcopal School of Jacksonville Defined Contribution Retirement PlanEpiscopal School of Jacksonv…$30MOaks Christian School 403(b) PlanOaks Christian School 403(b)…$30MNational September 11 Memorial & Museum 403(b) PlanNational September 11 Memori…$30MBethany College 403(b) DC PlanBethany College 403(b) DC Pl…$30MTexas Wesleyan University 403(b) PlanTexas Wesleyan University 40…$30M
End-of-year total assets ($M) among National September 11 Memorial & Museum 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$30M
Net Income-$4M
Employer EIN611745872
Plan Effective Date2005-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National September 11 Memorial & Museum at the World Trade Center)

Sponsor-wide plan assets over time

All National September 11 Memorial & Museum at the World Trade Center plans reported in each filing year

Latest sponsor-wide plan assets
$42M 40.11939330639505% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.3M $42.5M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 178 $30M
2023 1 212 $37M
2024 1 257 $42M

Nearby Other Plans in New York

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

National September 11 Memorial & Museum 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants National September 11 Memorial & Museum 403(b) Plan, Total assets ($B): 0.030317445 · Participants: 178National September 11 Memorial & Museum 403(b) 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
National September 11 Memorial & Museum 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare National September 11 Memorial & Museum 403(b) Plan side-by-side with 3 peers →

National September 11 Memorial & Museum 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Bethany College 403(b) DC Plan in WV ($30M); by covered participants it is Cornerstone Vna Retirement Plan in NH (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 National September 11 Memorial & Museum 403(b) Plan assets move in 2022? ▼
National September 11 Memorial & Museum 403(b) Plan pulled back noticeably - down 11.0% during 2022, from $34M to $30M. Reported net income was -$4M.
How have National September 11 Memorial & Museum at the World Trade Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National September 11 Memorial & Museum at the World Trade Center's sponsor-wide assets grew 40.1%, from $30M to $42M.
Where does National September 11 Memorial & Museum 403(b) Plan rank by assets among Form 5500 filers? ▼
National September 11 Memorial & Museum 403(b) 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 National September 11 Memorial & Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Bethany College 403(b) DC Plan in WV ($30M, 185 participants).
Which Other plans cover a similar participant headcount to National September 11 Memorial & Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Cornerstone Vna Retirement Plan in NH (178 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 611745872.

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.