Other · DOL Form 5500 · 2024
Brandywine Conservancy & Museum of Art Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $67,021
- Avg per participant Below avg balance/head
Official DOL plan name: Brandywine Conservancy & Museum of Art 403(b) Retirement Plan · Sponsored by Brandywine Conservancy & Museum of Art · Pennsylvania · Arts, Entertainment & Recreation
$10M in assets, 146 participants
Brandywine Conservancy & Museum of Art's Brandywine Conservancy & Museum of Art 403(b) Retirement Plan reported $10M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #2,102 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Pennsylvania
Brandywine Conservancy & Museum of Art 403(b) Retirement Plan covers 146 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.
- #2,102
- in Arts, Entertainment & Recreation (2,921 peers)
- +14.9%
- assets growth YoY
Brandywine Conservancy & Museum of Art 403(b) Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Brandywine Conservancy & Museum of Art 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,785,127 Top 45% higher than 55% 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
Brandywine Conservancy & Museum of Art 403(b) Retirement 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. Brandywine Conservancy & Museum of Art 403(b) Retirement Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brandywine Conservancy & Museum of Art 403(b) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Brandywine Conservancy & Museum of Art 403(b) Retirement Plan reported participants rose from 144 in the plan year 2023 filing to 146 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 516020908 · Brandywine Conservancy & Museum of Art PY 2024 · Other
Brandywine Conservancy & Museum of Art 403(b) Retirement Plan · $10M · 146 · 55th
- RANK $10M
- PHOTO 146
- IND 55th
- EOY Other
- 5500 near Woodfords Family Services 403b Plan
- ASSETS ind #2102
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 Pennsylvania →
Brandywine Conservancy & Museum of Art 403(b) Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 516020908 |
| Plan Effective Date | 2012-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brandywine Conservancy & Museum of Art)
Sponsor-wide plan assets over time
All Brandywine Conservancy & Museum of Art plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 34.40837114964849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $7M |
| 2023 | 1 | 144 | $9M |
| 2024 | 1 | 146 | $10M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Brandywine Conservancy & Museum of Art 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Woodfords Family Services 403b Plan in ME ($10M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Millbrook School Defined Contribution Retirement 403(b) Plan (NY) 146 · 0 off
- Kimbell Art Museum Retirement Plan (TX) 146 · 0 off
- Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan (NY) 146 · 0 off
- The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan (CA) 146 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.