Other · DOL Form 5500 · 2024

Martha's Vineyard Museum, Inc Retirement Plan

Data updated 2026-08-25

$608K
Total assets Small plan by assets: 15
Participants Small participant base: 19th
Percentile by assets National rank: $40,559
Avg per participant Low balance/head

Official DOL plan name: Martha's Vineyard Historical 403(b) DC Plan #388655 · Sponsored by Martha's Vineyard Museum, Inc · Massachusetts · Arts, Entertainment & Recreation

$608K in assets, 15 participants

Martha's Vineyard Museum, Inc's Martha's Vineyard Historical 403(b) DC Plan #388655 reported $608K in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

#1,260 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Martha's Vineyard Historical 403(b) DC Plan #388655 ranks #1,260 of 2,921 2024 filers by assets (4564% of the sector average)-$608K for 15 participants.

#1,260
in Arts, Entertainment & Recreation (2,921 peers): +10.6%
assets growth YoY

Martha's Vineyard Historical 403(b) DC Plan #388655 among the smaller filed plans by assets

Martha's Vineyard Historical 403(b) DC Plan #388655 vs every filed plan by assets

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

$608,378 19th percentile higher than 19% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Martha's Vineyard Historical 403(b) DC Plan #388655 among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martha's Vineyard Historical 403(b) DC Plan #388655 is a small filing (15 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 042160642 · Martha's Vineyard Museum, Inc PY 2024 · Other

Martha's Vineyard Historical 403(b) DC Plan #388655 · $608K · 15 · 19th

ASSETS $608K
ASSETS 15
ASSETS 19th
ASSETS Other
ASSETS near Hop Cycle Brewing Company Retirement Plan
ASSETS ind #1260

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 →

End-of-year total assets ($M) among Martha's Vineyard Historical 403(b) DC Plan #388655 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)	$550K
Net Assets (End of Year)	$608K
Net Income	$59K
Employer EIN	042160642
Plan Effective Date	2005-07-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Massachusetts

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

Martha's Vineyard Historical 403(b) DC Plan #388655 vs. nearby Other plans in Massachusetts, assets vs. participants

Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
Boston University Retirement Plan $3.0B · 8,173
Northeastern University Retirement Plan $2.6B · 8,900
Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869

Compare Martha's Vineyard Historical 403(b) DC Plan #388655 side-by-side with 3 peers →

Martha's Vineyard Historical 403(b) DC Plan #388655's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Hop Cycle Brewing Company Retirement Plan in OR ($610K); by covered participants it is Levan Internists, PC Profit Sharing Plan & Trust in MI (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($608K here).

Hop Cycle Brewing Company Retirement Plan (OR) $610K · 2
Mcintosh Trail E.C.D.C., Inc. Group Deferred Annuity Plan (GA) $603K · 89
Ralph Lauren Puerto Rico, Inc. Retirement Savings Plan (NJ) $600K · 74
Super Mix Profit Sharing Trust (IL) $598K · 2

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

Levan Internists, PC Profit Sharing Plan & Trust (MI) 15 · 0 off
Highline Corporation Employees Retirement Plan (WI) 15 · 0 off
Orchard House School 403(b) Retirement Plan (VA) 15 · 0 off
Anthem Blue Cross Blue Shield (CT) 15 · 0 off

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 Martha's Vineyard Historical 403(b) DC Plan #388655 assets move in 2024? ▼

Martha's Vineyard Historical 403(b) DC Plan #388655 grew at a solid clip - up 10.6% during 2024, from $550K to $608K. Reported net income was $59K.

Where does Martha's Vineyard Historical 403(b) DC Plan #388655 rank by assets among Form 5500 filers? ▼

Martha's Vineyard Historical 403(b) DC Plan #388655 ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Other plans are similar in size to Martha's Vineyard Historical 403(b) DC Plan #388655? ▼

Among Other plans in other states, the closest by assets is Hop Cycle Brewing Company Retirement Plan in OR ($610K, 2 participants).

Which Other plans cover a similar participant headcount to Martha's Vineyard Historical 403(b) DC Plan #388655? ▼

Among Other plans in other states, the closest by covered participants is Levan Internists, PC Profit Sharing Plan & Trust in MI (15 participants, $24M 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 042160642.