Other · DOL Form 5500 · 2023

Philadelphia Museum of Art Retirement Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size: 539
Participants Below avg headcount: 93rd
Percentile by assets National rank: $253,512
Avg per participant Above avg balance/head

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Official DOL plan name: Philadelphia Museum of Art 403(b) Retirement and Savings Plan · Sponsored by Philadelphia Museum of Art · Pennsylvania · Arts, Entertainment & Recreation

$137M in assets, 539 participants

Philadelphia Museum of Art's Philadelphia Museum of Art 403(b) Retirement and Savings Plan reported $137M in total assets and 539 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

#2,858 in Arts, Entertainment & Recreation (2,945 peers)

Where Philadelphia Museum of Art 403(b) Retirement and Savings Plan sits by assets

Philadelphia Museum of Art 403(b) Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $137M for 539 participants (~$253,512/participant), up 10.2% in 2023.

#2,858
in Arts, Entertainment & Recreation (2,945 peers): +10.2%
assets growth YoY: 1.4×
vs typical plan assets (national mean)

Philadelphia Museum of Art 403(b) Retirement and Savings Plan's outsized position by total assets

Philadelphia Museum of Art 403(b) Retirement and Savings Plan vs every filed plan by assets

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

$136,642,955 Top 7% higher than 93% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Philadelphia Museum of Art 403(b) Retirement and Savings 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. Philadelphia Museum of Art 403(b) Retirement and Savings Plan sits mid-pack in the medium band (539 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Philadelphia Museum of Art 403(b) Retirement and Savings Plan reported net income rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Philadelphia Museum of Art 403(b) Retirement and Savings Plan reported participants rose from 480 in the plan year 2022 filing to 539 in the plan year 2023 filing.
Philadelphia Museum of Art 403(b) Retirement and Savings Plan end-of-year assets rose from $124M in the plan year 2022 filing to $137M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231365388 · Philadelphia Museum of Art PY 2023 · Other

Philadelphia Museum of Art 403(b) Retirement and Savings Plan · $137M · 539 · 93rd

BOY $137M
BOY 539
BOY 93rd
BOY Other
BOY near Curry College Defined Contribution Retirement Plan
BOY ind #2858

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 Pennsylvania →

End-of-year total assets ($M) among Philadelphia Museum of Art 403(b) Retirement and Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$124M
Net Assets (End of Year)	$137M
Net Income	$12M
Employer EIN	231365388
Plan Effective Date	1978-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Philadelphia Museum of Art)

Latest sponsor-wide plan assets: $147M 18.56864133410728% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	480	$124M
2023	1	539	$137M
2024	1	609	$147M

Nearby Other Plans in Pennsylvania

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

Philadelphia Museum of Art 403(b) Retirement and Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

The University of Pennsylvania Matching Plan $6.3B · 20,979
Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
Jefferson Defined Contribution Retirement Plan $2.5B · 15,783

Compare Philadelphia Museum of Art 403(b) Retirement and Savings Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Other by assets is Curry College Defined Contribution Retirement Plan in MA ($136M); by covered participants it is Bay Human Services 403(b) Plan in MI (539 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($137M here).

Curry College Defined Contribution Retirement Plan (MA) $136M · 600
Lake Forest College Retirement Plan for Faculty and Staff (IL) $137M · 345
Sun River Health, Inc. 403(b) Retirement Plan (NY) $137M · 1,885
Assumption University Defined Contribution Retirement Plan (MA) $137M · 571

Similar participant headcount

Nearest other-state filings by covered participants (539 participants); asset peers above are excluded.

Bay Human Services 403(b) Plan (MI) 539 · 0 off
403(b) Thrift Plan for Employees of Community Care Alliance (RI) 539 · 0 off
403(b) Thrift Plan of Goodwill Industries of the Greater East Bay, Inc. (CA) 540 · 1 off
Episcopal Retirement Services Staff Retirement Plan (OH) 538 · 1 off

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 Philadelphia Museum of Art 403(b) Retirement and Savings Plan assets move in 2023? ▼

Philadelphia Museum of Art 403(b) Retirement and Savings Plan grew at a solid clip - up 10.2% during 2023, from $124M to $137M. Reported net income was $12M.

How have Philadelphia Museum of Art plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Philadelphia Museum of Art's sponsor-wide assets grew 18.6%, from $124M to $147M.

Where does Philadelphia Museum of Art 403(b) Retirement and Savings Plan rank by assets among Form 5500 filers? ▼

Philadelphia Museum of Art 403(b) Retirement and Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Other plans are similar in size to Philadelphia Museum of Art 403(b) Retirement and Savings Plan? ▼

Among Other plans in other states, the closest by assets is Curry College Defined Contribution Retirement Plan in MA ($136M, 600 participants).

Which Other plans cover a similar participant headcount to Philadelphia Museum of Art 403(b) Retirement and Savings Plan? ▼

Among Other plans in other states, the closest by covered participants is Bay Human Services 403(b) Plan in MI (539 participants, $2M 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 231365388.