401(k) · DOL Form 5500 · 2024

Sterling and Francine Clark Art Institute 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
108
Participants Small participant base
82nd
Percentile by assets National rank
$376,701
Avg per participant High balance/head
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Official DOL plan name: Sterling and Francine Clark Art Institute DC Plan · Sponsored by Sterling and Francine Clark Art Institute · Massachusetts · Arts, Entertainment & Recreation

$41M in assets, 108 participants

Sterling and Francine Clark Art Institute's Sterling and Francine Clark Art Institute DC Plan reported $41M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,606 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Massachusetts

Sterling and Francine Clark Art Institute DC Plan covers 108 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $41M.

#2,606
in Arts, Entertainment & Recreation (2,921 peers)
+37.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sterling and Francine Clark Art Institute DC Plan's outsized position by total assets

Sterling and Francine Clark Art Institute DC Plan vs every filed plan by assets

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

$40,683,713 Top 18% higher than 82% 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

Sterling and Francine Clark Art Institute DC 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. Sterling and Francine Clark Art Institute DC Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sterling and Francine Clark Art Institute DC Plan end-of-year assets rose from $30M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Sterling and Francine Clark Art Institute DC Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sterling and Francine Clark Art Institute DC Plan reported participants fell from 135 in the plan year 2023 filing to 108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042163004 · Sterling and Francine Clark Art Institute PY 2024 · 401(k)

Sterling and Francine Clark Art Institute DC Plan · $41M · 108 · 82nd

  • SCH $41M
  • SCH 108
  • SCH 82nd
  • SCH 401(k)
  • SCH near Owen-Ames-Kimball Co. Retirement Plan
  • SCH ind #2606

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 →

Sterling and Francine Clark Art Institute DC Plan in the asset neighbourhood

Owen-Ames-Kimball Co. Retirement PlanOwen-Ames-Kimball Co. Retire…$41MJm Search & Company, Inc. 401(k) Profit Sharing PlanJm Search & Company, Inc. 40…$41MSterling and Francine Clark Art Institute DC PlanSterling and Francine Clark …$41MImax Corporation 401(k) Retirement PlanImax Corporation 401(k) Reti…$41MCpi Security Systems, Inc. 401(k) PlanCpi Security Systems, Inc. 4…$41M
End-of-year total assets ($M) among Sterling and Francine Clark Art Institute DC Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$41M
Net Income$3M
Employer EIN042163004
Plan Effective Date1963-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling and Francine Clark Art Institute)

Sponsor-wide plan assets over time

All Sterling and Francine Clark Art Institute plans reported in each filing year

Latest sponsor-wide plan assets
$41M 57.039324647396285% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.9M $40.7M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 126 $26M
2023 1 135 $30M
2024 1 108 $41M

Nearby 401(k) Plans in Massachusetts

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

Sterling and Francine Clark Art Institute DC Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sterling and Francine Clark Art Institute DC Plan, Total assets ($B): 0.040683713 · Participants: 108Sterling and Francine Clark Art Institute DC PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Sterling and Francine Clark Art Institute DC Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sterling and Francine Clark Art Institute DC Plan side-by-side with 3 peers →

Sterling and Francine Clark Art Institute DC Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Owen-Ames-Kimball Co. Retirement Plan in MI ($41M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Sterling and Francine Clark Art Institute DC Plan assets move in 2024? ▼
Sterling and Francine Clark Art Institute DC Plan surged - up 37.4% during 2024, from $30M to $41M. Reported net income was $3M.
How have Sterling and Francine Clark Art Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling and Francine Clark Art Institute's sponsor-wide assets grew 57.0%, from $26M to $41M.
Where does Sterling and Francine Clark Art Institute DC Plan rank by assets among Form 5500 filers? ▼
Sterling and Francine Clark Art Institute DC Plan ranks in the 82nd 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 401(k) plans are similar in size to Sterling and Francine Clark Art Institute DC Plan? ▼
Among 401(k) plans in other states, the closest by assets is Owen-Ames-Kimball Co. Retirement Plan in MI ($41M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Sterling and Francine Clark Art Institute DC Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M 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 042163004.

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.