Other · DOL Form 5500 · 2023

Trustees and Treasurer of Pierpont Morgan Library Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
113
Participants Small participant base
86th
Percentile by assets National rank
$472,091
Avg per participant High balance/head
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Official DOL plan name: The Morgan Library and Museum 403(b) DC Plan · Sponsored by Trustees and Treasurer of Pierpont Morgan Library · New York · Arts, Entertainment & Recreation

$53M in assets, 113 participants

Trustees and Treasurer of Pierpont Morgan Library's The Morgan Library and Museum 403(b) DC Plan reported $53M in total assets and 113 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.

  • #2,721 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

The Morgan Library and Museum 403(b) DC Plan covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $53M.

#2,721
in Arts, Entertainment & Recreation (2,945 peers)
+14.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Morgan Library and Museum 403(b) DC Plan's outsized position by total assets

The Morgan Library and Museum 403(b) DC Plan vs every filed plan by assets

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

$53,346,317 Top 14% higher than 86% 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

The Morgan Library and 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. The Morgan Library and Museum 403(b) DC Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Morgan Library and Museum 403(b) DC Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Morgan Library and Museum 403(b) DC Plan end-of-year assets rose from $46M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • The Morgan Library and Museum 403(b) DC Plan reported participants fell from 115 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131624146 · Trustees and Treasurer of Pierpont Morgan Library PY 2023 · Other

The Morgan Library and Museum 403(b) DC Plan · $53M · 113 · 86th

  • VS-ST $53M
  • BOY 113
  • SCH 86th
  • EBSA Other
  • PART near Duncan Regional Hospital 403(b) Plan
  • TYPE ind #2721

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 Morgan Library and Museum 403(b) DC Plan in the asset neighbourhood

Agnes Irwin School Defined Contribution Retirement PlanAgnes Irwin School Defined C…$53MCarlow University Defined Contribution PlanCarlow University Defined Co…$53MNonprofit Association of the Midlands 403(b) PlanNonprofit Association of the…$53MDuncan Regional Hospital 403(b) PlanDuncan Regional Hospital 403…$53MThe Morgan Library and Museum 403(b) DC PlanThe Morgan Library and Museu…$53M
End-of-year total assets ($M) among The Morgan Library and 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)$46M
Net Assets (End of Year)$53M
Net Income$7M
Employer EIN131624146
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees and Treasurer of Pierpont Morgan Library)

Sponsor-wide plan assets over time

All Trustees and Treasurer of Pierpont Morgan Library plans reported in each filing year

Latest sponsor-wide plan assets
$59M 27.027128244215433% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $46.5M $59M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 115 $46M
2023 1 113 $53M
2024 1 99 $59M

Nearby Other Plans in New York

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

The Morgan Library and 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 ($B) Participants The Morgan Library and Museum 403(b) DC Plan, Total assets ($B): 0.053346317 · Participants: 113The Morgan Library and 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
The Morgan Library and Museum 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Morgan Library and Museum 403(b) DC Plan side-by-side with 3 peers →

The Morgan Library and Museum 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Duncan Regional Hospital 403(b) Plan in OK ($53M); by covered participants it is North Cross School 403(b) DC Plan in VA (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 The Morgan Library and Museum 403(b) DC Plan assets move in 2023? ▼
The Morgan Library and Museum 403(b) DC Plan grew at a solid clip - up 14.8% during 2023, from $46M to $53M. Reported net income was $7M.
How have Trustees and Treasurer of Pierpont Morgan Library plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees and Treasurer of Pierpont Morgan Library's sponsor-wide assets grew 27.0%, from $46M to $59M.
Where does The Morgan Library and Museum 403(b) DC Plan rank by assets among Form 5500 filers? ▼
The Morgan Library and Museum 403(b) DC Plan ranks in the 86th 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 The Morgan Library and Museum 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Duncan Regional Hospital 403(b) Plan in OK ($53M, 692 participants).
Which Other plans cover a similar participant headcount to The Morgan Library and Museum 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is North Cross School 403(b) DC Plan in VA (113 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 131624146.

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.