Other · DOL Form 5500 · 2023

The Museum of Jewish Heritage Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
63
Participants Small participant base
51st
Percentile by assets National rank
$108,830
Avg per participant Below avg balance/head
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Official DOL plan name: The Museum of Jewish Heritage 403(b) DC Plan · Sponsored by The Museum of Jewish Heritage · New York · Arts, Entertainment & Recreation

$7M in assets, 63 participants

The Museum of Jewish Heritage's The Museum of Jewish Heritage 403(b) DC Plan reported $7M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,029 in Arts, Entertainment & Recreation (2,945 peers)

2023 asset change

The Museum of Jewish Heritage 403(b) DC Plan surged 36.1% in 2023 ($5M → $7M) for 63 participants.

#2,029
in Arts, Entertainment & Recreation (2,945 peers)
+36.1%
assets growth YoY

The Museum of Jewish Heritage 403(b) DC Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Museum of Jewish Heritage 403(b) DC Plan vs every filed plan by assets

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

$6,856,275 Top 49% higher than 51% 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 Museum of Jewish Heritage 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Museum of Jewish Heritage 403(b) DC Plan is a small filing (63 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 133376265 · The Museum of Jewish Heritage PY 2023 · Other

The Museum of Jewish Heritage 403(b) DC Plan · $7M · 63 · 51st

  • EBSA $7M
  • PART 63
  • TYPE 51st
  • NET Other
  • BOOK near Goodwill Industries of Arkansas, Inc. 403(b) Plan
  • VS-ST ind #2029

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 Museum of Jewish Heritage 403(b) DC Plan in the asset neighbourhood

Midmichigan Health Services Employees Savings PlanMidmichigan Health Services …$7MO'connor Woods 403(b) Plan$7MThe Museum of Jewish Heritage 403(b) DC PlanThe Museum of Jewish Heritag…$7MGoodwill Industries of Arkansas, Inc. 403(b) PlanGoodwill Industries of Arkan…$7MPiedmont Access to Health Services, Inc. 403(b) PlanPiedmont Access to Health Se…$7M
End-of-year total assets ($M) among The Museum of Jewish Heritage 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Museum of Jewish Heritage years around the 2023 move

Sponsor-wide plan assets over time

All The Museum of Jewish Heritage plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.524701824241297% vs 2023
2024 filing year
$6.8M$6.9M$7M$7.1M$7.2M$7.3M 20232024 $6.86M $7.17M ▲ +4.5%
Year Plans Participants Total Assets
2023 1 63 $7M
2024 1 77 $7M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN133376265
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

The Museum of Jewish Heritage 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Museum of Jewish Heritage 403(b) DC Plan, Total assets ($B): 0.006856275 · Participants: 63The Museum of Jewish Heritage 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 Museum of Jewish Heritage 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants

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

Outside New York, the nearest Other by assets is Goodwill Industries of Arkansas, Inc. 403(b) Plan in AR ($7M); by covered participants it is Oregon Museum of Science and Industry Retirement Plan in OR (63 participants). Same-state nearby plans are listed separately above.

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 Museum of Jewish Heritage 403(b) DC Plan assets move in 2023?
The Museum of Jewish Heritage 403(b) DC Plan surged - up 36.1% during 2023, from $5M to $7M. Reported net income was $2M.
How have The Museum of Jewish Heritage plan assets changed over time?
Across 2 plan years on file (2023-2024), The Museum of Jewish Heritage's sponsor-wide assets grew 4.5%, from $7M to $7M.
Which Other plans are similar in size to The Museum of Jewish Heritage 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Goodwill Industries of Arkansas, Inc. 403(b) Plan in AR ($7M, 1,262 participants).
Which Other plans cover a similar participant headcount to The Museum of Jewish Heritage 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Oregon Museum of Science and Industry Retirement Plan in OR (63 participants, $11M in assets).