Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

The Solomon R. Guggenheim Foundation 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Solomon R. Guggenheim Foundation ยท New York ยท Arts, Entertainment & Recreation

What the 2023 filing shows

The Solomon R. Guggenheim Foundation 403(b) Retirement Plan holds $56M for 493 participants - about $114,292 per participant, up 12.0% over the 2024 plan year.

$56M
total plan assets (2024 EOY)
493
covered participants
$114,292
avg assets per participant
+12.0%
assets growth YoY
Total Assets (2023)
$56M
Participants
493
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About The Solomon R. Guggenheim Foundation 403(b) Retirement Plan

The Solomon R. Guggenheim Foundation 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by The Solomon R. Guggenheim Foundation, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $56M in total end-of-year assets and covers 493 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 135562233, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $50M at the beginning of 2024 to $56M at year-end โ€” a gain of 12.0%. Net assets (after liabilities) closed the year at $56M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$50M
Total Assets (End of Year)$56M
Net Assets (End of Year)$56M
Net Income$6M
Plan TypeProfit Sharing
Employer EIN135562233
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Solomon R. Guggenheim Foundation)

Year Plans Participants Total Assets
2022 1 405 $43M
2023 1 464 $50M
2024 1 493 $56M

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Frequently Asked Questions

How much money is in the The Solomon R. Guggenheim Foundation 403(b) Retirement Plan?
As of the 2024 Form 5500 filing, The Solomon R. Guggenheim Foundation 403(b) Retirement Plan holds $56M in total assets with 493 participants. It is sponsored by The Solomon R. Guggenheim Foundation.
What type of plan is The Solomon R. Guggenheim Foundation 403(b) Retirement Plan?
The Solomon R. Guggenheim Foundation 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 135562233.
Who sponsors the The Solomon R. Guggenheim Foundation 403(b) Retirement Plan?
The Solomon R. Guggenheim Foundation 403(b) Retirement Plan is sponsored by The Solomon R. Guggenheim Foundation, located in New York. The sponsor's EIN is 135562233 and the plan operates in the Arts, Entertainment & Recreation industry.
How did The Solomon R. Guggenheim Foundation 403(b) Retirement Plan perform in 2024?
The Solomon R. Guggenheim Foundation 403(b) Retirement Plan grew by 12.0% during 2024, moving from $50M to $56M in total assets. Net income was $6M.
Where can I find official filings for The Solomon R. Guggenheim Foundation 403(b) Retirement Plan?
Official Form 5500 filings for The Solomon R. Guggenheim Foundation 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135562233 or plan name at efast.dol.gov.
How does The Solomon R. Guggenheim Foundation 403(b) Retirement Plan compare to other plans?
You can compare The Solomon R. Guggenheim Foundation 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 135562233.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.