401(k) · DOL Form 5500 · 2023

The Cultural Institutions Retirement System 401(k) Plan

Data updated 2026-08-25

$678M
Total assets Above avg plan size
7,978
Participants Very large workforce
98th
Percentile by assets National rank
$85,041
Avg per participant Below avg balance/head
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Official DOL plan name: The Cultural Institutions Savings Plan · Sponsored by The Cultural Institutions Retirement System · New York · Other Services

$678M in assets, 7,978 participants

The Cultural Institutions Retirement System's The Cultural Institutions Savings Plan reported $678M in total assets and 7,978 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #7,827 in Other Services (7,857 peers)

Coverage in New York

The Cultural Institutions Savings Plan covers 7,978 participants in New York, 10x the typical New York plan (state average ~798 per filing). Assets: $678M.

#7,827
in Other Services (7,857 peers)
+7.9%
assets growth YoY
6.8×
vs typical plan assets (national mean)

The Cultural Institutions Savings Plan's outsized position by total assets

The Cultural Institutions Savings Plan vs every filed plan by assets

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

$678,458,088 Top 2% higher than 98% 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 Cultural Institutions Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cultural Institutions Savings Plan lands in the large band (7,978 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Cultural Institutions Savings Plan end-of-year assets rose from $629M in the plan year 2022 filing to $678M in the plan year 2023 filing.
  • The Cultural Institutions Savings Plan reported net income rose from $48M in the plan year 2022 filing to $51M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112001170 · The Cultural Institutions Retirement System PY 2023 · 401(k)

The Cultural Institutions Savings Plan · $678M · 7,978 · 98th

  • SCH $678M
  • EBSA 7,978
  • PART 98th
  • TYPE 401(k)
  • NET near Caterpillar Inc. Tax Deferred Retirement Plan
  • BOOK ind #7827

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 Other Services retirement plans → · Plans in New York →

The Cultural Institutions Savings Plan in the asset neighbourhood

Royal Caribbean Cruises Ltd. Ret. Savings PlanRoyal Caribbean Cruises Ltd.…$679MCaterpillar Inc. Tax Deferred Retirement PlanCaterpillar Inc. Tax Deferre…$679MThe Cultural Institutions Savings PlanThe Cultural Institutions Sa…$678MArconic Corp. Hourly 401(k) PlanArconic Corp. Hourly 401(k) …$678MGerdau Ameristeel US 401(k) Retirement PlanGerdau Ameristeel US 401(k) …$678M
End-of-year total assets ($M) among The Cultural Institutions Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$629M
Net Assets (End of Year)$674M
Net Income$51M
Employer EIN112001170
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cultural Institutions Retirement System)

Sponsor-wide plan assets over time

All The Cultural Institutions Retirement System plans reported in each filing year

Latest sponsor-wide plan assets
$2.4B 14.120225995090156% vs 2022
2024 filing year
$2B$2.1B$2.2B$2.3B$2.4B$2.5B 202220232024 $2.11B $2.41B ▲ +14.2%
Year Plans Participants Total Assets
2022 2 14,163 $2.1B
2023 2 14,643 $2.2B
2024 2 15,100 $2.4B

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Cultural Institutions Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants The Cultural Institutions Savings Plan, Total assets ($B): 0.678458088 · Participants: 7978The Cultural Institutions Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Cultural Institutions Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Cultural Institutions Savings Plan side-by-side with 3 peers →

Scale composition for The Cultural Institutions Savings Plan

The Cultural Institutions Savings Plan reports $678M in end-of-year assets across 7,978 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $85,041 per participant (62% of the national average assets-per-participant) . Net income for plan year 2023 was $51M.

This plan identity (EIN 112001170, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $629M to $729M (+15.9%) while covered participants moved from 7,975 to 8,139 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,975 $629M Open filing
2023 7,978 $678M This page
2024 · index core 8,139 $729M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

The Cultural Institutions Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Caterpillar Inc. Tax Deferred Retirement Plan in TX ($679M); by covered participants it is The Toro Company Retirement Plan in MN (7,971 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($678M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,978 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 Cultural Institutions Savings Plan assets move in 2023? ▼
The Cultural Institutions Savings Plan grew at a solid clip - up 7.9% during 2023, from $629M to $678M. Reported net income was $51M.
How have The Cultural Institutions Retirement System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cultural Institutions Retirement System's sponsor-wide assets grew 14.1%, from $2.1B to $2.4B.
Where does The Cultural Institutions Savings Plan rank by assets among Form 5500 filers? ▼
The Cultural Institutions Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Cultural Institutions Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caterpillar Inc. Tax Deferred Retirement Plan in TX ($679M, 6,387 participants).
Which 401(k) plans cover a similar participant headcount to The Cultural Institutions Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Toro Company Retirement Plan in MN (7,971 participants, $1.4B 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 112001170.

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.