Other · DOL Form 5500 · 2023

Milwaukee Art Museum, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
241
Participants Below avg headcount
54th
Percentile by assets National rank
$33,625
Avg per participant Low balance/head
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Official DOL plan name: Milwaukee Art Museum, Inc. Employees' Retirement Income Plan · Sponsored by Milwaukee Art Museum, Inc. · Wisconsin · Arts, Entertainment & Recreation

$8M in assets, 241 participants

Milwaukee Art Museum, Inc.'s Milwaukee Art Museum, Inc. Employees' Retirement Income Plan reported $8M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,088 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Wisconsin

Milwaukee Art Museum, Inc. Employees' Retirement Income Plan covers 241 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#2,088
in Arts, Entertainment & Recreation (2,945 peers)
+22.6%
assets growth YoY

Milwaukee Art Museum, Inc. Employees' Retirement Income Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Milwaukee Art Museum, Inc. Employees' Retirement Income Plan vs every filed plan by assets

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

$8,103,675 Top 46% higher than 54% 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

Milwaukee Art Museum, Inc. Employees' Retirement Income 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. Milwaukee Art Museum, Inc. Employees' Retirement Income Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milwaukee Art Museum, Inc. Employees' Retirement Income Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Milwaukee Art Museum, Inc. Employees' Retirement Income Plan reported participants rose from 190 in the plan year 2022 filing to 241 in the plan year 2023 filing.
  • Milwaukee Art Museum, Inc. Employees' Retirement Income Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390806316 · Milwaukee Art Museum, Inc. PY 2023 · Other

Milwaukee Art Museum, Inc. Employees' Retirement Income Plan · $8M · 241 · 54th

  • EOY $8M
  • EOY 241
  • EOY 54th
  • EOY Other
  • EOY near Baywood Court Employee Savings Plan
  • EOY ind #2088

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 Wisconsin →

Milwaukee Art Museum, Inc. Employees' Retirement Income Plan in the asset neighbourhood

403(b) Thrift Plan of Achievekids403(b) Thrift Plan of Achiev…$8MMilwaukee Art Museum, Inc. Employees' Retirement Income PlanMilwaukee Art Museum, Inc. E…$8MBaywood Court Employee Savings PlanBaywood Court Employee Savin…$8MNew York Shakespeare Festival 403(b) PlanNew York Shakespeare Festiva…$8MThe Boston Home, Inc. Retirement Savings PlanThe Boston Home, Inc. Retire…$8M
End-of-year total assets ($M) among Milwaukee Art Museum, Inc. Employees' Retirement Income Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN390806316
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milwaukee Art Museum, Inc.)

Sponsor-wide plan assets over time

All Milwaukee Art Museum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.12660411622276% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.61M $9.06M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 190 $7M
2023 1 241 $8M
2024 1 195 $9M

Nearby Other Plans in Wisconsin

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

Milwaukee Art Museum, Inc. Employees' Retirement Income Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Milwaukee Art Museum, Inc. Employees' Retirement Income Plan, Total assets ($B): 0.008103675 · Participants: 241Milwaukee Art Museum, Inc. Employees' Retirement Income PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Milwaukee Art Museum, Inc. Employees' Retirement Income Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Milwaukee Art Museum, Inc. Employees' Retirement Income Plan side-by-side with 3 peers →

Milwaukee Art Museum, Inc. Employees' Retirement Income Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Baywood Court Employee Savings Plan in CA ($8M); by covered participants it is Clark Retirement Community 403(b) Savings & in MI (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Milwaukee Art Museum, Inc. Employees' Retirement Income Plan assets move in 2023? ▼
Milwaukee Art Museum, Inc. Employees' Retirement Income Plan grew sharply - up 22.6% during 2023, from $7M to $8M. Reported net income was $1M.
How have Milwaukee Art Museum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milwaukee Art Museum, Inc.'s sponsor-wide assets grew 37.1%, from $7M to $9M.
Which Other plans are similar in size to Milwaukee Art Museum, Inc. Employees' Retirement Income Plan? ▼
Among Other plans in other states, the closest by assets is Baywood Court Employee Savings Plan in CA ($8M, 208 participants).
Which Other plans cover a similar participant headcount to Milwaukee Art Museum, Inc. Employees' Retirement Income Plan? ▼
Among Other plans in other states, the closest by covered participants is Clark Retirement Community 403(b) Savings & in MI (241 participants, N/A 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 390806316.

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.