Other · DOL Form 5500 · 2022
Trustees and Treasurer of Pierpont Morgan Library Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 115
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $404,013
- Avg per participant High balance/head
Official DOL plan name: The Morgan Library and Museum 403(b) DC Plan · Sponsored by Trustees and Treasurer of Pierpont Morgan Library · New York · Arts, Entertainment & Recreation
$46M in assets, 115 participants
Trustees and Treasurer of Pierpont Morgan Library's The Morgan Library and Museum 403(b) DC Plan reported $46M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #2,856 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in New York
The Morgan Library and Museum 403(b) DC Plan covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $46M.
- #2,856
- in Arts, Entertainment & Recreation (3,077 peers)
- -15.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Morgan Library and Museum 403(b) DC Plan's outsized position by total assets
The Morgan Library and Museum 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$46,461,503 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Morgan Library and Museum 403(b) DC 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 Morgan Library and Museum 403(b) DC Plan sits mid-pack in the medium band (115 participants).
EBSA filing schedule strip
Filing strip 131624146 · Trustees and Treasurer of Pierpont Morgan Library PY 2022 · Other
The Morgan Library and Museum 403(b) DC Plan · $46M · 115 · 87th
- IND $46M
- IND 115
- IND 87th
- IND Other
- IND near Children's Law Center of California 403(b) Plan
- IND ind #2856
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 Morgan Library and Museum 403(b) DC Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$9M |
| Employer EIN | 131624146 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees and Treasurer of Pierpont Morgan Library)
Sponsor-wide plan assets over time
All Trustees and Treasurer of Pierpont Morgan Library plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 27.027128244215433% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $46M |
| 2023 | 1 | 113 | $53M |
| 2024 | 1 | 99 | $59M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
The Morgan Library and Museum 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Children's Law Center of California 403(b) Plan in CA ($46M); by covered participants it is Old Salem, Inc. Retirement Plan in NC (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 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.