Profit Sharing · DOL Form 5500 · 2023
Peabody Essex Museum Profit Sharing Plan
Data updated 2026-08-11
- $11M
- Total assets
- 154
- Participants
- 61st
- Percentile by assets
- $71,127
- Avg per participant
Official DOL plan name: Peabody Essex Museum 401(a) Plan · Sponsored by Peabody Essex Museum · Massachusetts · Arts, Entertainment & Recreation
$11M in assets, 154 participants
Peabody Essex Museum's Peabody Essex Museum 401(a) Plan reported $11M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- 61st percentile by assets (of 127,072 plans)
- #2,223 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Massachusetts
Peabody Essex Museum 401(a) Plan covers 154 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.
- $11M
- total plan assets (2023 EOY)
- 154
- covered participants
- 61st
- percentile by assets (of 127,072 plans)
- $71,127
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Peabody Essex Museum 401(a) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Peabody Essex Museum 401(a) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Peabody Essex Museum 401(a) Plan reported participants rose from 144 in the plan year 2022 filing to 154 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Peabody Essex Museum 401(a) Plan reports 154 participants - about 23% of that state average ($11M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 043157815 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peabody Essex Museum)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $9M |
| 2023 | 1 | 154 | $11M |
| 2024 | 1 | 167 | $12M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Peabody Essex Museum 401(a) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Peabody Essex Museum 401(a) Plan by total assets, not by location.
- Visiting Nurse Association Retirement Plan (NJ) $11M · 107
- Material Yard Workers Local 1175 Annuity Fund (NY) $11M · 151
- Collegiate Academies 403(b) Plan (LA) $11M · 529
- Casa Colina, Inc. Retirement Plan (CA) $11M · 783
Frequently Asked Questions
How did Peabody Essex Museum 401(a) Plan assets move in 2023? ▼
How have Peabody Essex Museum plan assets changed over time? ▼
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Next read for Peabody Essex Museum 401(a) Plan
Filing takeaways
Ways to act on Peabody Essex Museum 401(a) Plan's numbers.
- By total assets, Peabody Essex Museum 401(a) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Peabody Essex Museum's sponsor-wide assets have grown 31.8% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans