Profit Sharing · DOL Form 5500 · 2023

Worcester Art Museum Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
199
Participants Below avg headcount
64th
Percentile by assets National rank
$63,575
Avg per participant Low balance/head
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Official DOL plan name: Worcester Art Museum Retirement Plan · Sponsored by Worcester Art Museum · Massachusetts · Arts, Entertainment & Recreation

$13M in assets, 199 participants

Worcester Art Museum's Worcester Art Museum Retirement Plan reported $13M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #2,288 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Massachusetts

Worcester Art Museum Retirement Plan covers 199 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#2,288
in Arts, Entertainment & Recreation (2,945 peers)
+12.7%
assets growth YoY

Worcester Art Museum Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Worcester Art Museum Retirement Plan vs every filed plan by assets

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

$12,651,516 Top 36% higher than 64% 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

Worcester Art Museum 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. Worcester Art Museum Retirement Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Worcester Art Museum Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Worcester Art Museum Retirement Plan reported participants rose from 164 in the plan year 2022 filing to 199 in the plan year 2023 filing.
  • Worcester Art Museum Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041988530 · Worcester Art Museum PY 2023 · Profit Sharing

Worcester Art Museum Retirement Plan · $13M · 199 · 64th

  • BOOK $13M
  • VS-ST 199
  • BOY 64th
  • SCH Profit Sharing
  • EBSA near Great Eastern Management Company Profit Sharing Plan
  • PART ind #2288

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 Massachusetts →

Worcester Art Museum Retirement Plan in the asset neighbourhood

Plumbers & Steamfitters Local 141 Annuity PlanPlumbers & Steamfitters Loca…$13MFlorida Health Care Plan, Inc. 403(b) PlanFlorida Health Care Plan, In…$13MWorcester Art Museum Retirement PlanWorcester Art Museum Retirem…$13MGreat Eastern Management Company Profit Sharing PlanGreat Eastern Management Com…$13MCossma, Inc. Retirement Plan$13M
End-of-year total assets ($M) among Worcester Art Museum Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN041988530
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worcester Art Museum)

Sponsor-wide plan assets over time

All Worcester Art Museum plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.93729856744426% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.2M $13.2M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 164 $11M
2023 1 199 $13M
2024 1 186 $13M

Nearby Profit Sharing Plans in Massachusetts

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

Worcester Art Museum Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Worcester Art Museum Retirement Plan, Total assets ($B): 0.012651516 · Participants: 199Worcester Art Museum Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Worcester Art Museum Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Worcester Art Museum Retirement Plan side-by-side with 3 peers →

Worcester Art Museum Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Great Eastern Management Company Profit Sharing Plan in VA ($13M); by covered participants it is Serralles Hotel, Inc Retirement Savings Plan in PR (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Worcester Art Museum Retirement Plan assets move in 2023? ▼
Worcester Art Museum Retirement Plan grew at a solid clip - up 12.7% during 2023, from $11M to $13M. Reported net income was $1M.
How have Worcester Art Museum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worcester Art Museum's sponsor-wide assets grew 17.9%, from $11M to $13M.
Which Profit Sharing plans are similar in size to Worcester Art Museum Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Great Eastern Management Company Profit Sharing Plan in VA ($13M, 31 participants).
Which Profit Sharing plans cover a similar participant headcount to Worcester Art Museum Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Serralles Hotel, Inc Retirement Savings Plan in PR (199 participants, $6M 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 041988530.

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.