Defined Benefit (Pension) · DOL Form 5500 · 2023

Whitney Museum of American Art Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
75
Participants Small participant base
62nd
Percentile by assets National rank
$155,524
Avg per participant Above avg balance/head
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Official DOL plan name: Whitney Museum of American Art Retirement Plan · Sponsored by Whitney Museum of American Art · New York · Arts, Entertainment & Recreation

$12M in assets, 75 participants

Whitney Museum of American Art's Whitney Museum of American Art Retirement Plan reported $12M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,255 in Arts, Entertainment & Recreation (2,945 peers)

Whitney Museum of American Art multi-year trail

Whitney Museum of American Art's plans moved +32.5% in assets from 2022 to 2024; this filing shows Whitney Museum of American Art Retirement Plan at $12M / 75 participants.

#2,255
in Arts, Entertainment & Recreation (2,945 peers)
+11.7%
assets growth YoY

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

Whitney Museum of American Art Retirement Plan vs every filed plan by assets

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

$11,664,272 Top 38% higher than 62% 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

Whitney Museum of American Art Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whitney Museum of American Art Retirement Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitney Museum of American Art Retirement Plan reported participants fell from 87 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Whitney Museum of American Art Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Whitney Museum of American Art Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131789318 · Whitney Museum of American Art PY 2023 · Defined Benefit (Pension)

Whitney Museum of American Art Retirement Plan · $12M · 75 · 62nd

  • PCT $12M
  • PCT 75
  • PCT 62nd
  • PCT Defined Benefit (Pension)
  • PCT near First Citizens Community Bank Account Balance Pension Plan
  • PCT ind #2255

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 →

Whitney Museum of American Art Retirement Plan in the asset neighbourhood

Southern Star Retirement Plan (Union)Southern Star Retirement Pla…$12MGenon Pension Plan for Bargained EmployeesGenon Pension Plan for Barga…$12MWhitney Museum of American Art Retirement PlanWhitney Museum of American A…$12MFirst Citizens Community Bank Account Balance Pension PlanFirst Citizens Community Ban…$12MThe Pension Plan for the Employees of the American CollegeThe Pension Plan for the Emp…$12M
End-of-year total assets ($M) among Whitney Museum of American Art Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Whitney Museum of American Art multi-year asset trail

Sponsor-wide plan assets over time

All Whitney Museum of American Art plans reported in each filing year

Latest sponsor-wide plan assets
$53M 32.51264519266016% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.7M $52.6M ▲ +32.5%
Year Plans Participants Total Assets
2022 2 517 $40M
2023 2 491 $47M
2024 2 506 $53M

Whitney Museum of American Art filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN131789318
Plan Effective Date1970-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Whitney Museum of American Art Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Whitney Museum of American Art Retirement Plan, Total assets ($B): 0.011664272 · Participants: 75Whitney Museum of American Art Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Whitney Museum of American Art Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Whitney Museum of American Art Retirement Plan side-by-side with 3 peers →

Whitney Museum of American Art Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is First Citizens Community Bank Account Balance Pension Plan in PA ($12M); by covered participants it is Heat & Frost & Allied Workers No. 21 Pension Plan in TX (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Whitney Museum of American Art Retirement Plan assets move in 2023? ▼
Whitney Museum of American Art Retirement Plan grew at a solid clip - up 11.7% during 2023, from $10M to $12M. Reported net income was $1M.
How have Whitney Museum of American Art plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitney Museum of American Art's sponsor-wide assets grew 32.5%, from $40M to $53M.
Which Defined Benefit (Pension) plans are similar in size to Whitney Museum of American Art Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First Citizens Community Bank Account Balance Pension Plan in PA ($12M, 56 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Whitney Museum of American Art Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Heat & Frost & Allied Workers No. 21 Pension Plan in TX (75 participants, $18M 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 131789318.

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.