401(k) · DOL Form 5500 · 2022

Sterling and Francine Clark Art Institute 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
126
Participants Small participant base
81st
Percentile by assets National rank
$205,609
Avg per participant Above avg balance/head
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Official DOL plan name: Sterling and Francine Clark Art Institute DC Plan · Sponsored by Sterling and Francine Clark Art Institute · Massachusetts · Arts, Entertainment & Recreation

$26M in assets, 126 participants

Sterling and Francine Clark Art Institute's Sterling and Francine Clark Art Institute DC Plan reported $26M in total assets and 126 participants in its 2022 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.

  • #2,705 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Massachusetts

Sterling and Francine Clark Art Institute DC Plan covers 126 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $26M.

#2,705
in Arts, Entertainment & Recreation (3,077 peers)
-11.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sterling and Francine Clark Art Institute DC Plan's outsized position by total assets

Sterling and Francine Clark Art Institute DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,906,704 Top 19% higher than 81% of 139,123 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 2022

Sterling and Francine Clark Art Institute DC Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling and Francine Clark Art Institute DC Plan sits mid-pack in the medium band (126 participants).

Plan-year Form 5500 strip

Filing strip 042163004 · Sterling and Francine Clark Art Institute PY 2022 · 401(k)

Sterling and Francine Clark Art Institute DC Plan · $26M · 126 · 81st

  • SCH $26M
  • EBSA 126
  • PART 81st
  • TYPE 401(k)
  • NET near Bridgewater Bank 401(k) Safe Harbor Plan
  • BOOK ind #2705

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 Massachusetts →

Sterling and Francine Clark Art Institute DC Plan in the asset neighbourhood

Sterling and Francine Clark Art Institute DC PlanSterling and Francine Clark …$26MBridgewater Bank 401(k) Safe Harbor PlanBridgewater Bank 401(k) Safe…$26MPediatric Ophthalmology Associates, Inc. 401(k) Profit Sharing PlanPediatric Ophthalmology Asso…$26MRadiology and Imaging Specialists of Lakeland, P.a. 401(k) Profit Sharing PlanRadiology and Imaging Specia…$26MConcept 2001, Inc. 401(k) PlanConcept 2001, Inc. 401(k) Pl…$26M
End-of-year total assets ($M) among Sterling and Francine Clark Art Institute DC Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN042163004
Plan Effective Date1963-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling and Francine Clark Art Institute)

Sponsor-wide plan assets over time

All Sterling and Francine Clark Art Institute plans reported in each filing year

Latest sponsor-wide plan assets
$41M 57.039324647396285% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.9M $40.7M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 126 $26M
2023 1 135 $30M
2024 1 108 $41M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sterling and Francine Clark Art Institute DC Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sterling and Francine Clark Art Institute DC Plan, Total assets ($B): 0.025906704 · Participants: 126Sterling and Francine Clark Art Institute DC PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Sterling and Francine Clark Art Institute DC Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sterling and Francine Clark Art Institute DC Plan side-by-side with 3 peers →

Sterling and Francine Clark Art Institute DC Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bridgewater Bank 401(k) Safe Harbor Plan in MN ($26M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sterling and Francine Clark Art Institute DC Plan assets move in 2022? ▼
Sterling and Francine Clark Art Institute DC Plan pulled back noticeably - down 11.5% during 2022, from $29M to $26M. Reported net income was -$3M.
How have Sterling and Francine Clark Art Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling and Francine Clark Art Institute's sponsor-wide assets grew 57.0%, from $26M to $41M.
Where does Sterling and Francine Clark Art Institute DC Plan rank by assets among Form 5500 filers? ▼
Sterling and Francine Clark Art Institute DC Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sterling and Francine Clark Art Institute DC Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bridgewater Bank 401(k) Safe Harbor Plan in MN ($26M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Sterling and Francine Clark Art Institute DC Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants, N/A in assets).

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 042163004.

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.