Profit Sharing · DOL Form 5500 · 2023

Peabody Essex Museum Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
154
Participants Small participant base
61st
Percentile by assets National rank
$71,127
Avg per participant Below avg balance/head
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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.

  • #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.

#2,223
in Arts, Entertainment & Recreation (2,945 peers)
+20.3%
assets growth YoY

Peabody Essex Museum 401(a) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Peabody Essex Museum 401(a) Plan vs every filed plan by assets

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

$10,953,628 Top 39% higher than 61% 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

Peabody Essex Museum 401(a) Plan 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. Peabody Essex Museum 401(a) Plan sits mid-pack in the medium band (154 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043157815 · Peabody Essex Museum PY 2023 · Profit Sharing

Peabody Essex Museum 401(a) Plan · $11M · 154 · 61st

  • TYPE $11M
  • NET 154
  • BOOK 61st
  • VS-ST Profit Sharing
  • BOY near Visiting Nurse Association Retirement Plan
  • SCH ind #2223

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 →

Peabody Essex Museum 401(a) Plan in the asset neighbourhood

Visiting Nurse Association Retirement PlanVisiting Nurse Association R…$11MMaterial Yard Workers Local 1175 Annuity FundMaterial Yard Workers Local …$11MCollegiate Academies 403(b) PlanCollegiate Academies 403(b) …$11MCasa Colina, Inc. Retirement PlanCasa Colina, Inc. Retirement…$11MPeabody Essex Museum 401(a) PlanPeabody Essex Museum 401(a) …$11M
End-of-year total assets ($M) among Peabody Essex Museum 401(a) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN043157815
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peabody Essex Museum)

Sponsor-wide plan assets over time

All Peabody Essex Museum plans reported in each filing year

Latest sponsor-wide plan assets
$12M 31.811297011862287% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.11M $12M ▲ +31.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Peabody Essex Museum 401(a) Plan, Total assets ($B): 0.010953628 · Participants: 154Peabody Essex Museum 401(a) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Peabody Essex Museum 401(a) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Peabody Essex Museum 401(a) Plan side-by-side with 3 peers →

Peabody Essex Museum 401(a) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Visiting Nurse Association Retirement Plan in NJ ($11M); by covered participants it is Pathways Home Health and Hospice 403(b) Plan in CA (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.

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 Peabody Essex Museum 401(a) Plan assets move in 2023? ▼
Peabody Essex Museum 401(a) Plan grew sharply - up 20.3% during 2023, from $9M to $11M. Reported net income was $2M.
How have Peabody Essex Museum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peabody Essex Museum's sponsor-wide assets grew 31.8%, from $9M to $12M.
Which Profit Sharing plans are similar in size to Peabody Essex Museum 401(a) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Visiting Nurse Association Retirement Plan in NJ ($11M, 107 participants).
Which Profit Sharing plans cover a similar participant headcount to Peabody Essex Museum 401(a) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Pathways Home Health and Hospice 403(b) Plan in CA (154 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043157815.

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.