Other · DOL Form 5500 · 2023

National September 11 Memorial and Museum at the World Trade Center Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
212
Participants Below avg headcount
82nd
Percentile by assets National rank
$173,009
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Sept 11 Memorial & Museum 403(b) Plan · Sponsored by National September 11 Memorial and Museum at the World Trade Center · New York · Other Services

$37M in assets, 212 participants

National September 11 Memorial and Museum at the World Trade Center's National Sept 11 Memorial & Museum 403(b) Plan reported $37M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,184 in Other Services (7,857 peers)

Coverage in New York

National Sept 11 Memorial & Museum 403(b) Plan covers 212 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $37M.

#7,184
in Other Services (7,857 peers)
+21.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

National Sept 11 Memorial & Museum 403(b) Plan's outsized position by total assets

National Sept 11 Memorial & Museum 403(b) Plan vs every filed plan by assets

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

$36,677,898 Top 18% higher than 82% 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

National Sept 11 Memorial & Museum 403(b) 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. National Sept 11 Memorial & Museum 403(b) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Sept 11 Memorial & Museum 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • National Sept 11 Memorial & Museum 403(b) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • National Sept 11 Memorial & Museum 403(b) Plan reported participants rose from 178 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611745872 · National September 11 Memorial and Museum at the World Trade Center PY 2023 · Other

National Sept 11 Memorial & Museum 403(b) Plan · $37M · 212 · 82nd

  • BOY $37M
  • SCH 212
  • EBSA 82nd
  • PART Other
  • TYPE near Monell Chemical Senses Center 403(b) Defined Contribution Plan
  • NET ind #7184

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 Other Services retirement plans → · Plans in New York →

National Sept 11 Memorial & Museum 403(b) Plan in the asset neighbourhood

West Virginia University Research Corporation 403b Defined Contribution PlanWest Virginia University Res…$37MCollege Foundation, Inc. Defined Contribution Retirement PlanCollege Foundation, Inc. Def…$37MNational Sept 11 Memorial & Museum 403(b) PlanNational Sept 11 Memorial & …$37MMonell Chemical Senses Center 403(b) Defined Contribution PlanMonell Chemical Senses Cente…$37MGuideposts Retirement Savings PlanGuideposts Retirement Saving…$37M
End-of-year total assets ($M) among National Sept 11 Memorial & Museum 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN611745872
Plan Effective Date2005-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National September 11 Memorial and Museum at the World Trade Center)

Sponsor-wide plan assets over time

All National September 11 Memorial and Museum at the World Trade Center plans reported in each filing year

Latest sponsor-wide plan assets
$42M 40.11939330639505% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.3M $42.5M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 178 $30M
2023 1 212 $37M
2024 1 257 $42M

Nearby Other Plans in New York

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

National Sept 11 Memorial & Museum 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants National Sept 11 Memorial & Museum 403(b) Plan, Total assets ($B): 0.036677898 · Participants: 212National Sept 11 Memorial & Museum 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
National Sept 11 Memorial & Museum 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare National Sept 11 Memorial & Museum 403(b) Plan side-by-side with 3 peers →

National Sept 11 Memorial & Museum 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Monell Chemical Senses Center 403(b) Defined Contribution Plan in PA ($37M); by covered participants it is Palmer Trinity School 403(b) DC Plan in FL (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 National Sept 11 Memorial & Museum 403(b) Plan assets move in 2023? ▼
National Sept 11 Memorial & Museum 403(b) Plan grew sharply - up 21.0% during 2023, from $30M to $37M. Reported net income was $6M.
How have National September 11 Memorial and Museum at the World Trade Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National September 11 Memorial and Museum at the World Trade Center's sponsor-wide assets grew 40.1%, from $30M to $42M.
Where does National Sept 11 Memorial & Museum 403(b) Plan rank by assets among Form 5500 filers? ▼
National Sept 11 Memorial & Museum 403(b) Plan ranks in the 82nd 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 Other plans are similar in size to National Sept 11 Memorial & Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Monell Chemical Senses Center 403(b) Defined Contribution Plan in PA ($37M, 70 participants).
Which Other plans cover a similar participant headcount to National Sept 11 Memorial & Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Palmer Trinity School 403(b) DC Plan in FL (212 participants, $30M 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 611745872.

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.