Other · DOL Form 5500 · 2023

Mcnay Art Museum Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
104
Participants Small participant base
41st
Percentile by assets National rank
$39,251
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum · Sponsored by Mcnay Art Museum · Texas · Arts, Entertainment & Recreation

$4M in assets, 104 participants

Mcnay Art Museum's Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum reported $4M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,822 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Texas

Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#1,822
in Arts, Entertainment & Recreation (2,945 peers)
-6.2%
assets change YoY

The plan reported a net loss of $272K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,082,144 41st percentile higher than 41% of 127,068 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 2023

Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum reported net income rose from -$1M in the plan year 2022 filing to -$272K in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum reported participants rose from 87 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 741195277 · Mcnay Art Museum PY 2023 · Other

Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum · $4M · 104 · 41st

  • 5500 $4M
  • 5500 104
  • 5500 41st
  • 5500 Other
  • 5500 near The Chautauqua Center Inc. 403(b) Retirement Plan
  • 5500 ind #1822

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 Texas →

Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum in the asset neighbourhood

Defined Contribution Pension Plan for Employees of Jewish Association on Aging and Affiliated ProgramsDefined Contribution Pension…$4MSoutheastern Guide Dogs, Inc. Retirement PlanSoutheastern Guide Dogs, Inc…$4MSafe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art MuseumSafe-Harbor 403(b) Thrift Pl…$4MThe Chautauqua Center Inc. 403(b) Retirement PlanThe Chautauqua Center Inc. 4…$4MMorris College 403(b) Tax Deferred Annuity PlanMorris College 403(b) Tax De…$4M
End-of-year total assets ($M) among Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$272K
Employer EIN741195277
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcnay Art Museum)

Sponsor-wide plan assets over time

All Mcnay Art Museum plans reported in each filing year

Latest sponsor-wide plan assets
$4M 6.24619038104228% vs 2022
2023 filing year
$4M$4.1M$4.2M$4.3M$4.4M 20222023 $4.35M $4.08M ▼ -6.2%
Year Plans Participants Total Assets
2022 1 87 $4M
2023 1 104 $4M

Nearby Other Plans in Texas

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

Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum, Total assets ($B): 0.004082144 · Participants: 104Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art MuseumMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum vs. nearby Other plans in Texas, assets vs. participants

Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is The Chautauqua Center Inc. 403(b) Retirement Plan in NY ($4M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum assets move in 2023?
Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum pulled back noticeably - down 6.2% during 2023, from $4M to $4M. Reported net income was -$272K.
How have Mcnay Art Museum plan assets changed over time?
Across 2 plan years on file (2022-2023), Mcnay Art Museum's sponsor-wide assets declined 6.2%, from $4M to $4M.
Which Other plans are similar in size to Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum?
Among Other plans in other states, the closest by assets is The Chautauqua Center Inc. 403(b) Retirement Plan in NY ($4M, 199 participants).
Which Other plans cover a similar participant headcount to Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum?
Among Other plans in other states, the closest by covered participants is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants, $24M in assets).