Other · DOL Form 5500 · 2023

Whitney Museum of American Art Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
416
Participants Below avg headcount
81st
Percentile by assets National rank
$84,991
Avg per participant Below avg balance/head
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Official DOL plan name: Whitney Museum of American Art 403(b) Retirement Plan · Sponsored by Whitney Museum of American Art · New York · Arts, Entertainment & Recreation

$35M in assets, 416 participants

Whitney Museum of American Art's Whitney Museum of American Art 403(b) Retirement Plan reported $35M in total assets and 416 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,619 in Arts, Entertainment & Recreation (2,945 peers)

Where Whitney Museum of American Art 403(b) Retirement Plan sits by assets

Whitney Museum of American Art 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 416 participants (~$84,991/participant), up 20.9% in 2023.

#2,619
in Arts, Entertainment & Recreation (2,945 peers)
+20.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Whitney Museum of American Art 403(b) Retirement Plan's outsized position by total assets

Whitney Museum of American Art 403(b) Retirement Plan vs every filed plan by assets

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

$35,356,390 Top 19% higher than 81% 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

Whitney Museum of American Art 403(b) 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. Whitney Museum of American Art 403(b) Retirement Plan sits mid-pack in the medium band (416 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitney Museum of American Art 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Whitney Museum of American Art 403(b) Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Whitney Museum of American Art 403(b) Retirement Plan reported participants fell from 430 in the plan year 2022 filing to 416 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131789318 · Whitney Museum of American Art PY 2023 · Other

Whitney Museum of American Art 403(b) Retirement Plan · $35M · 416 · 81st

  • ASSETS $35M
  • ASSETS 416
  • ASSETS 81st
  • ASSETS Other
  • ASSETS near Forsyth Country Day School Defined Contribution Re
  • ASSETS ind #2619

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 →

Whitney Museum of American Art 403(b) Retirement Plan in the asset neighbourhood

Douglas a. Thom Clinic, Inc. Retirement PlanDouglas a. Thom Clinic, Inc.…$35MChesapeake Bay Foundation, Inc. 403(b) PlanChesapeake Bay Foundation, I…$35MForsyth Country Day School Defined Contribution ReForsyth Country Day School D…$35MWhitney Museum of American Art 403(b) Retirement PlanWhitney Museum of American A…$35MMelmark, Inc. Supplemental Retirement Annuity PlanMelmark, Inc. Supplemental R…$35M
End-of-year total assets ($M) among Whitney Museum of American Art 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN131789318
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitney Museum of American Art)

Sponsor-wide plan assets over time

All Whitney Museum of American Art plans reported in each filing year

Latest sponsor-wide plan assets
$53M 32.51264519266016% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.7M $52.6M ▲ +32.5%
Year Plans Participants Total Assets
2022 2 517 $40M
2023 2 491 $47M
2024 2 506 $53M

Nearby Other Plans in New York

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

Whitney Museum of American Art 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Whitney Museum of American Art 403(b) Retirement Plan, Total assets ($B): 0.03535639 · Participants: 416Whitney Museum of American Art 403(b) Retirement 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
Whitney Museum of American Art 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Whitney Museum of American Art 403(b) Retirement Plan side-by-side with 3 peers →

Whitney Museum of American Art 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Forsyth Country Day School Defined Contribution Re in NC ($35M); by covered participants it is Nupath, Inc. 403(b) Retirement Plan in MA (416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (416 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 Whitney Museum of American Art 403(b) Retirement Plan assets move in 2023? ▼
Whitney Museum of American Art 403(b) Retirement Plan grew sharply - up 20.9% during 2023, from $29M to $35M. Reported net income was $6M.
How have Whitney Museum of American Art plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitney Museum of American Art's sponsor-wide assets grew 32.5%, from $40M to $53M.
Where does Whitney Museum of American Art 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Whitney Museum of American Art 403(b) Retirement Plan ranks in the 81st 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 Whitney Museum of American Art 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Forsyth Country Day School Defined Contribution Re in NC ($35M, 176 participants).
Which Other plans cover a similar participant headcount to Whitney Museum of American Art 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Nupath, Inc. 403(b) Retirement Plan in MA (416 participants, $8M 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 131789318.

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.