Other · DOL Form 5500 · 2023

Margaret Woodbury Strong Museum Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
187
Participants Below avg headcount
75th
Percentile by assets National rank
$120,149
Avg per participant Near avg balance/head
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Official DOL plan name: Margaret Woodbury Strong Museum 403(b) DC Plan · Sponsored by Margaret Woodbury Strong Museum · New York · Arts, Entertainment & Recreation

$22M in assets, 187 participants

Margaret Woodbury Strong Museum's Margaret Woodbury Strong Museum 403(b) DC Plan reported $22M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,491 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

Margaret Woodbury Strong Museum 403(b) DC Plan covers 187 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $22M.

#2,491
in Arts, Entertainment & Recreation (2,945 peers)
+13.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Margaret Woodbury Strong Museum 403(b) DC Plan's outsized position by total assets

Margaret Woodbury Strong Museum 403(b) DC Plan vs every filed plan by assets

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

$22,467,920 Top 25% higher than 75% 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

Margaret Woodbury Strong Museum 403(b) 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. Margaret Woodbury Strong Museum 403(b) DC Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Margaret Woodbury Strong Museum 403(b) DC Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Margaret Woodbury Strong Museum 403(b) DC Plan reported participants rose from 94 in the plan year 2022 filing to 187 in the plan year 2023 filing.
  • Margaret Woodbury Strong Museum 403(b) DC Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 160954168 · Margaret Woodbury Strong Museum PY 2023 · Other

Margaret Woodbury Strong Museum 403(b) DC Plan · $22M · 187 · 75th

  • SCH $22M
  • SCH 187
  • SCH 75th
  • SCH Other
  • SCH near Iliff School of Theology Retirement Plan
  • SCH ind #2491

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 →

Margaret Woodbury Strong Museum 403(b) DC Plan in the asset neighbourhood

Iliff School of Theology Retirement PlanIliff School of Theology Ret…$22MTabor College Retirement Plan$22MMargaret Woodbury Strong Museum 403(b) DC PlanMargaret Woodbury Strong Mus…$22M403(b) Thrift Plan of Community Health Care, Inc403(b) Thrift Plan of Commun…$22MThe 403(b) Thrift Plan for Canine Companions for Independence, Inc.The 403(b) Thrift Plan for C…$22M
End-of-year total assets ($M) among Margaret Woodbury Strong Museum 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN160954168
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Margaret Woodbury Strong Museum)

Sponsor-wide plan assets over time

All Margaret Woodbury Strong Museum plans reported in each filing year

Latest sponsor-wide plan assets
$24M 23.29176928392137% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $24.4M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 94 $20M
2023 1 187 $22M
2024 1 228 $24M

Nearby Other Plans in New York

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

Margaret Woodbury Strong Museum 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Margaret Woodbury Strong Museum 403(b) DC Plan, Total assets ($B): 0.02246792 · Participants: 187Margaret Woodbury Strong Museum 403(b) DC 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
Margaret Woodbury Strong Museum 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare Margaret Woodbury Strong Museum 403(b) DC Plan side-by-side with 3 peers →

Margaret Woodbury Strong Museum 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Iliff School of Theology Retirement Plan in CO ($22M); by covered participants it is Queens University of Charlotte Tda Plan in NC (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Margaret Woodbury Strong Museum 403(b) DC Plan assets move in 2023? ▼
Margaret Woodbury Strong Museum 403(b) DC Plan grew at a solid clip - up 13.5% during 2023, from $20M to $22M. Reported net income was $3M.
How have Margaret Woodbury Strong Museum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Margaret Woodbury Strong Museum's sponsor-wide assets grew 23.3%, from $20M to $24M.
Where does Margaret Woodbury Strong Museum 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Margaret Woodbury Strong Museum 403(b) DC Plan ranks in the 75th 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 Margaret Woodbury Strong Museum 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Iliff School of Theology Retirement Plan in CO ($22M, 38 participants).
Which Other plans cover a similar participant headcount to Margaret Woodbury Strong Museum 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Queens University of Charlotte Tda Plan in NC (187 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 160954168.

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.