Other · DOL Form 5500 · 2024

The New-York Historical Society Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
229
Participants Below avg headcount
80th
Percentile by assets National rank
$156,523
Avg per participant Above avg balance/head
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Official DOL plan name: The New-York Historical Society Defined Contribution Plan · Sponsored by The New-York Historical Society · New York · Arts, Entertainment & Recreation

$36M in assets, 229 participants

The New-York Historical Society's The New-York Historical Society Defined Contribution Plan reported $36M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,567 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in New York

The New-York Historical Society Defined Contribution Plan covers 229 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $36M.

#2,567
in Arts, Entertainment & Recreation (2,921 peers)
+4.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The New-York Historical Society Defined Contribution Plan's outsized position by total assets

The New-York Historical Society Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$35,843,703 Top 20% higher than 80% of 123,620 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 2024

The New-York Historical Society Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The New-York Historical Society Defined Contribution Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The New-York Historical Society Defined Contribution Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The New-York Historical Society Defined Contribution Plan end-of-year assets rose from $34M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • The New-York Historical Society Defined Contribution Plan reported participants fell from 234 in the plan year 2023 filing to 229 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 131624124 · The New-York Historical Society PY 2024 · Other

The New-York Historical Society Defined Contribution Plan · $36M · 229 · 80th

  • TYPE $36M
  • NET 229
  • BOOK 80th
  • VS-ST Other
  • BOY near Atlanta Speech School, Inc. Retirement Plan
  • SCH ind #2567

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 New-York Historical Society Defined Contribution Plan in the asset neighbourhood

The Hurley Clinic 403(b) Retirement PlanThe Hurley Clinic 403(b) Ret…$36MTrinity Christian College Tax Deferred Annuity and Contribution PlanTrinity Christian College Ta…$36MAtlanta Speech School, Inc. Retirement PlanAtlanta Speech School, Inc. …$36MThe New-York Historical Society Defined Contribution PlanThe New-York Historical Soci…$36MHealthpoint 403(b) Savings PlanHealthpoint 403(b) Savings P…$36M
End-of-year total assets ($M) among The New-York Historical Society Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$36M
Net Income$2M
Employer EIN131624124
Plan Effective Date1953-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New-York Historical Society)

Sponsor-wide plan assets over time

All The New-York Historical Society plans reported in each filing year

Latest sponsor-wide plan assets
$36M 22.39219305892838% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $29.3M $35.8M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 228 $29M
2023 1 234 $34M
2024 1 229 $36M

Nearby Other Plans in New York

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

The New-York Historical Society Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The New-York Historical Society Defined Contribution Plan, Total assets ($B): 0.035843703 · Participants: 229The New-York Historical Society Defined Contribution PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
The New-York Historical Society Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
Compare The New-York Historical Society Defined Contribution Plan side-by-side with 3 peers →

The New-York Historical Society Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Atlanta Speech School, Inc. Retirement Plan in GA ($36M); by covered participants it is Hospice of the East Bay 403(b) Retirement Plan in CA (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The New-York Historical Society Defined Contribution Plan assets move in 2024? ▼
The New-York Historical Society Defined Contribution Plan edged up modestly - up 4.8% during 2024, from $34M to $36M. Reported net income was $2M.
How have The New-York Historical Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The New-York Historical Society's sponsor-wide assets grew 22.4%, from $29M to $36M.
Where does The New-York Historical Society Defined Contribution Plan rank by assets among Form 5500 filers? ▼
The New-York Historical Society Defined Contribution Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The New-York Historical Society Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Atlanta Speech School, Inc. Retirement Plan in GA ($36M, 231 participants).
Which Other plans cover a similar participant headcount to The New-York Historical Society Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of the East Bay 403(b) Retirement Plan in CA (229 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131624124.

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.