401(k) · DOL Form 5500 · 2023

Sterling and Francine Clark Art Institute 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
135
Participants Small participant base
79th
Percentile by assets National rank
$219,328
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

$30M in assets, 135 participants

Sterling and Francine Clark Art Institute's Sterling and Francine Clark Art Institute DC Plan reported $30M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,570 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Massachusetts

Sterling and Francine Clark Art Institute DC Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $30M.

#2,570
in Arts, Entertainment & Recreation (2,945 peers)
+14.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$29,609,272 Top 21% higher than 79% 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

Sterling and Francine Clark Art Institute DC 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. Sterling and Francine Clark Art Institute DC Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sterling and Francine Clark Art Institute DC Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sterling and Francine Clark Art Institute DC Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Sterling and Francine Clark Art Institute DC Plan reported participants rose from 126 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042163004 · Sterling and Francine Clark Art Institute PY 2023 · 401(k)

Sterling and Francine Clark Art Institute DC Plan · $30M · 135 · 79th

  • NET $30M
  • NET 135
  • NET 79th
  • NET 401(k)
  • NET near Alexander & Associates Co. Profit Sharing and 401(k) Plan
  • NET ind #2570

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 …$30MAlexander & Associates Co. Profit Sharing and 401(k) PlanAlexander & Associates Co. P…$30MOsterman & Company, Inc. 401(k) Profit Sharing PlanOsterman & Company, Inc. 401…$30MBerkel & Company Contractors, Inc. Deferred Wage Retirement TrustBerkel & Company Contractors…$30MCollective Health 401(k) Plan$30M
End-of-year total assets ($M) among Sterling and Francine Clark Art Institute DC Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sterling and Francine Clark Art Institute DC Plan, Total assets ($B): 0.029609272 · Participants: 135Sterling and Francine Clark Art Institute DC PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) 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 Alexander & Associates Co. Profit Sharing and 401(k) Plan in OH ($30M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Sterling and Francine Clark Art Institute DC Plan assets move in 2023? ▼
Sterling and Francine Clark Art Institute DC Plan grew at a solid clip - up 14.3% during 2023, from $26M to $30M. Reported net income was $4M.
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 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Alexander & Associates Co. Profit Sharing and 401(k) Plan in OH ($30M, 94 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 Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 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.