Other · DOL Form 5500 · 2023
The Solomon R. Guggenheim Foundation Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 464
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $108,471
- Avg per participant Below avg balance/head
Official DOL plan name: The Solomon R. Guggenheim Foundation 403(b) Retirement Plan · Sponsored by The Solomon R. Guggenheim Foundation · New York · Arts, Entertainment & Recreation
$50M in assets, 464 participants
The Solomon R. Guggenheim Foundation's The Solomon R. Guggenheim Foundation 403(b) Retirement Plan reported $50M in total assets and 464 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,703 in Arts, Entertainment & Recreation (2,945 peers)
Where The Solomon R. Guggenheim Foundation 403(b) Retirement Plan sits by assets
The Solomon R. Guggenheim Foundation 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $50M for 464 participants (~$108,471/participant), up 15.8% in 2023.
- #2,703
- in Arts, Entertainment & Recreation (2,945 peers)
- +15.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Solomon R. Guggenheim Foundation 403(b) Retirement Plan's outsized position by total assets
The Solomon R. Guggenheim Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$50,330,572 Top 14% higher than 86% 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 Solomon R. Guggenheim Foundation 403(b) Retirement 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 Solomon R. Guggenheim Foundation 403(b) Retirement Plan sits mid-pack in the medium band (464 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Solomon R. Guggenheim Foundation 403(b) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Solomon R. Guggenheim Foundation 403(b) Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- The Solomon R. Guggenheim Foundation 403(b) Retirement Plan reported participants rose from 405 in the plan year 2022 filing to 464 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 135562233 · The Solomon R. Guggenheim Foundation PY 2023 · Other
The Solomon R. Guggenheim Foundation 403(b) Retirement Plan · $50M · 464 · 86th
- RANK $50M
- PHOTO 464
- IND 86th
- EOY Other
- 5500 near Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan
- ASSETS ind #2703
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 Solomon R. Guggenheim Foundation 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $7M |
| Employer EIN | 135562233 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Solomon R. Guggenheim Foundation)
Sponsor-wide plan assets over time
All The Solomon R. Guggenheim Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 29.673929258210052% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 405 | $43M |
| 2023 | 1 | 464 | $50M |
| 2024 | 1 | 493 | $56M |
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 Solomon R. Guggenheim Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan in CA ($50M); by covered participants it is Starfish Family Services, Inc. DC Plan in MI (464 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan (CA) $50M · 112
- College for Creative Studies 403(b) Retirement Plan (MI) $50M · 547
- Wheeler Clinic, Inc. 403(b) Plan (CT) $50M · 1,241
- The Procter & Gamble Commercial Company Employees' Savings Plan (OH) $50M · 38
Similar participant headcount
Nearest other-state filings by covered participants (464 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.