Other · DOL Form 5500 · 2023
The New-York Historical Society Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 234
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $146,151
- Avg per participant Above avg balance/head
Official DOL plan name: The New-York Historical Society Defined Contribution Plan · Sponsored by The New-York Historical Society · New York · Arts, Entertainment & Recreation
$34M in assets, 234 participants
The New-York Historical Society's The New-York Historical Society Defined Contribution Plan reported $34M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #2,609 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in New York
The New-York Historical Society Defined Contribution Plan covers 234 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $34M.
- #2,609
- in Arts, Entertainment & Recreation (2,945 peers)
- +16.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The New-York Historical Society Defined Contribution Plan's outsized position by total assets
The New-York Historical Society Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,199,430 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The New-York Historical Society Defined Contribution 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. The New-York Historical Society Defined Contribution Plan sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The New-York Historical Society Defined Contribution Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The New-York Historical Society Defined Contribution Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- The New-York Historical Society Defined Contribution Plan reported participants rose from 228 in the plan year 2022 filing to 234 in the plan year 2023 filing.
DOL schedule card
Filing strip 131624124 · The New-York Historical Society PY 2023 · Other
The New-York Historical Society Defined Contribution Plan · $34M · 234 · 81st
- BOY $34M
- BOY 234
- BOY 81st
- BOY Other
- BOY near East Coast Migrant Head Start Project Retirement Savings Plan
- BOY ind #2609
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 New-York Historical Society Defined Contribution Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 131624124 |
| Plan Effective Date | 1953-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The New-York Historical Society)
Sponsor-wide plan assets over time
All The New-York Historical Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 22.39219305892838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $29M |
| 2023 | 1 | 234 | $34M |
| 2024 | 1 | 229 | $36M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
The New-York Historical Society Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is East Coast Migrant Head Start Project Retirement Savings Plan in NC ($34M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.
- Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan (NJ) 234 · 0 off
- Wesleyan School Retirement Plan (GA) 234 · 0 off
- Cincinnati Country Day School Tiaa Cref Retirement Plan (OH) 234 · 0 off
- Brodstone Memorial Hospital Tax Deferred Annuity Plan (NE) 234 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.