Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Whitney Museum of American Art 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Whitney Museum of American Art · New York · Arts, Entertainment & Recreation

What the 2023 filing shows

Whitney Museum of American Art 403(b) Retirement Plan holds $29M for 430 participants — about $68,022 per participant, down 13.6% over the 2022 plan year.

$29M
total plan assets (2022 EOY)
430
covered participants
$68,022
avg assets per participant
-13.6%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$29M
Participants
430
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Whitney Museum of American Art 403(b) Retirement Plan

Whitney Museum of American Art 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Whitney Museum of American Art, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 430 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 131789318, and the plan has been effective since 2002-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2022 to $29M at year-end — a decline of 13.6%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-4,593,027 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-4,593,027
Plan TypeProfit Sharing
Employer EIN131789318
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitney Museum of American Art)

Year Plans Participants Total Assets
2022 2 517 $40M
2023 2 491 $47M
2024 1 443 $40M

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Frequently Asked Questions

How much money is in the Whitney Museum of American Art 403(b) Retirement Plan?
As of the 2022 Form 5500 filing, Whitney Museum of American Art 403(b) Retirement Plan holds $29M in total assets with 430 participants. It is sponsored by Whitney Museum of American Art.
What type of plan is Whitney Museum of American Art 403(b) Retirement Plan?
Whitney Museum of American Art 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 2002-07-01. The plan is filed with the U.S. Department of Labor under EIN 131789318.
Who sponsors the Whitney Museum of American Art 403(b) Retirement Plan?
Whitney Museum of American Art 403(b) Retirement Plan is sponsored by Whitney Museum of American Art, located in New York. The sponsor's EIN is 131789318 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Whitney Museum of American Art 403(b) Retirement Plan perform in 2022?
Whitney Museum of American Art 403(b) Retirement Plan declined by 13.6% during 2022, moving from $34M to $29M in total assets. Net income was $-4,593,027.
Where can I find official filings for Whitney Museum of American Art 403(b) Retirement Plan?
Official Form 5500 filings for Whitney Museum of American Art 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131789318 or plan name at efast.dol.gov.
How does Whitney Museum of American Art 403(b) Retirement Plan compare to other plans?
You can compare Whitney Museum of American Art 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 131789318.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.