Other · DOL Form 5500 · 2023

San Francisco Museum of Modern Art Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
567
Participants Below avg headcount
88th
Percentile by assets National rank
$113,376
Avg per participant Below avg balance/head
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Official DOL plan name: San Francisco Museum of Modern Art Retirement Plan · Sponsored by San Francisco Museum of Modern Art · California · Arts, Entertainment & Recreation

$64M in assets, 567 participants

San Francisco Museum of Modern Art's San Francisco Museum of Modern Art Retirement Plan reported $64M in total assets and 567 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,758 in Arts, Entertainment & Recreation (2,945 peers)

Where San Francisco Museum of Modern Art Retirement Plan sits by assets

San Francisco Museum of Modern Art Retirement Plan sits in the top quartile of all filed plans by assets, $64M for 567 participants (~$113,376/participant), up 15.9% in 2023.

#2,758
in Arts, Entertainment & Recreation (2,945 peers)
+15.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

San Francisco Museum of Modern Art Retirement Plan's outsized position by total assets

San Francisco Museum of Modern Art Retirement Plan vs every filed plan by assets

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

$64,284,399 Top 12% higher than 88% 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

San Francisco Museum of Modern Art Retirement 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. San Francisco Museum of Modern Art Retirement Plan sits mid-pack in the medium band (567 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Francisco Museum of Modern Art Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • San Francisco Museum of Modern Art Retirement Plan reported participants rose from 483 in the plan year 2022 filing to 567 in the plan year 2023 filing.
  • San Francisco Museum of Modern Art Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941156300 · San Francisco Museum of Modern Art PY 2023 · Other

San Francisco Museum of Modern Art Retirement Plan · $64M · 567 · 88th

  • ASSETS $64M
  • ASSETS 567
  • ASSETS 88th
  • ASSETS Other
  • ASSETS near University of St. Thomas 403(b) Retirement Plan
  • ASSETS ind #2758

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 California →

San Francisco Museum of Modern Art Retirement Plan in the asset neighbourhood

Tax Deferred Annuity Plan of Visiting NurseTax Deferred Annuity Plan of…$64MDurham Academy, Inc. Defined Contribution and Tax Deferred Annuity PlanDurham Academy, Inc. Defined…$64MUniversity of St. Thomas 403(b) Retirement PlanUniversity of St. Thomas 403…$64MSan Francisco Museum of Modern Art Retirement PlanSan Francisco Museum of Mode…$64MWca Hospital 403(b) Retirement Savings PlanWca Hospital 403(b) Retireme…$64M
End-of-year total assets ($M) among San Francisco Museum of Modern Art Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$64M
Net Income$9M
Employer EIN941156300
Plan Effective Date1957-05-28
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco Museum of Modern Art)

Sponsor-wide plan assets over time

All San Francisco Museum of Modern Art plans reported in each filing year

Latest sponsor-wide plan assets
$73M 32.04956402035822% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.5M $73.3M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 483 $55M
2023 1 567 $64M
2024 1 594 $73M

Nearby Other Plans in California

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

San Francisco Museum of Modern Art Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants San Francisco Museum of Modern Art Retirement Plan, Total assets ($B): 0.064284399 · Participants: 567San Francisco Museum of Modern Art Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
San Francisco Museum of Modern Art Retirement Plan vs. nearby Other plans in California, assets vs. participants

San Francisco Museum of Modern Art Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is University of St. Thomas 403(b) Retirement Plan in TX ($64M); by covered participants it is La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in NM (568 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (567 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 San Francisco Museum of Modern Art Retirement Plan assets move in 2023?
San Francisco Museum of Modern Art Retirement Plan grew sharply - up 15.9% during 2023, from $55M to $64M. Reported net income was $9M.
How have San Francisco Museum of Modern Art plan assets changed over time?
Across 3 plan years on file (2022-2024), San Francisco Museum of Modern Art's sponsor-wide assets grew 32.0%, from $55M to $73M.
Where does San Francisco Museum of Modern Art Retirement Plan rank by assets among Form 5500 filers?
San Francisco Museum of Modern Art Retirement Plan ranks in the 88th 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 San Francisco Museum of Modern Art Retirement Plan?
Among Other plans in other states, the closest by assets is University of St. Thomas 403(b) Retirement Plan in TX ($64M, 752 participants).
Which Other plans cover a similar participant headcount to San Francisco Museum of Modern Art Retirement Plan?
Among Other plans in other states, the closest by covered participants is La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in NM (568 participants, $24M in assets).