Other · DOL Form 5500 · 2023

J.B. Speed Art Museum Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
55
Participants Small participant base
38th
Percentile by assets National rank
$62,145
Avg per participant Low balance/head
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Official DOL plan name: J.B. Speed Art Museum DC Plan · Sponsored by J.B. Speed Art Museum · Kentucky · Arts, Entertainment & Recreation

$3M in assets, 55 participants

J.B. Speed Art Museum's J.B. Speed Art Museum DC Plan reported $3M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,768 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, J.B. Speed Art Museum DC Plan ranks #1,768 of 2,945 2023 filers by assets (812% of the sector average)-$3M for 55 participants.

#1,768
in Arts, Entertainment & Recreation (2,945 peers)
+12.6%
assets growth YoY

J.B. Speed Art Museum DC Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

J.B. Speed Art Museum DC Plan vs every filed plan by assets

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

$3,417,991 38th percentile higher than 38% 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

J.B. Speed Art Museum DC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J.B. Speed Art Museum DC Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.B. Speed Art Museum DC Plan reported net income rose from -$497K in the plan year 2022 filing to $383K in the plan year 2023 filing.
  • J.B. Speed Art Museum DC Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • J.B. Speed Art Museum DC Plan reported participants fell from 57 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610444823 · J.B. Speed Art Museum PY 2023 · Other

J.B. Speed Art Museum DC Plan · $3M · 55 · 38th

  • VS-ST $3M
  • BOY 55
  • SCH 38th
  • EBSA Other
  • PART near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Seminole Nation of Oklahoma
  • TYPE ind #1768

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 Kentucky →

J.B. Speed Art Museum DC Plan in the asset neighbourhood

Adjoin 403(b) Plan$3MJ.B. Speed Art Museum DC Plan$3MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Seminole Nation of OklahomaSafe-Harbor 401(k) Profit Sh…$3MFamily Resources 403(b) Retirement PlanFamily Resources 403(b) Reti…$3MSeattle Waldorf School 403(b) Tda PlanSeattle Waldorf School 403(b…$3M
End-of-year total assets ($M) among J.B. Speed Art Museum DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$383K
Employer EIN610444823
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.B. Speed Art Museum)

Sponsor-wide plan assets over time

All J.B. Speed Art Museum plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.416018645610187% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.04M $3.87M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 57 $3M
2023 1 55 $3M
2024 1 75 $4M

Nearby Other Plans in Kentucky

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

J.B. Speed Art Museum DC Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants J.B. Speed Art Museum DC Plan, Total assets ($B): 0.003417991 · Participants: 55J.B. Speed Art Museum DC PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
J.B. Speed Art Museum DC Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare J.B. Speed Art Museum DC Plan side-by-side with 3 peers →

J.B. Speed Art Museum DC Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Seminole Nation of Oklahoma in OK ($3M); by covered participants it is 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo in OH (55 participants). Same-state nearby plans are listed separately above.

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 J.B. Speed Art Museum DC Plan assets move in 2023? ▼
J.B. Speed Art Museum DC Plan grew at a solid clip - up 12.6% during 2023, from $3M to $3M. Reported net income was $383K.
How have J.B. Speed Art Museum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.B. Speed Art Museum's sponsor-wide assets grew 27.4%, from $3M to $4M.
Which Other plans are similar in size to J.B. Speed Art Museum DC Plan? ▼
Among Other plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Seminole Nation of Oklahoma in OK ($3M, 311 participants).
Which Other plans cover a similar participant headcount to J.B. Speed Art Museum DC Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Catholic Charities - Diocese of Toledo in OH (55 participants, $1M 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 610444823.

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.