Other · DOL Form 5500 · 2024

Isabella Stewart Gardner Museum Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
217
Participants Below avg headcount
56th
Percentile by assets National rank
$46,726
Avg per participant Low balance/head
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Official DOL plan name: Isabella Stewart Gardner Museum 403(b) Plan · Sponsored by Isabella Stewart Gardner Museum · Massachusetts · Arts, Entertainment & Recreation

$10M in assets, 217 participants

Isabella Stewart Gardner Museum's Isabella Stewart Gardner Museum 403(b) Plan reported $10M in total assets and 217 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,121 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Massachusetts

Isabella Stewart Gardner Museum 403(b) Plan covers 217 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#2,121
in Arts, Entertainment & Recreation (2,921 peers)
+15.7%
assets growth YoY

Isabella Stewart Gardner Museum 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Isabella Stewart Gardner Museum 403(b) Plan vs every filed plan by assets

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

$10,139,450 Top 44% higher than 56% 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

Isabella Stewart Gardner Museum 403(b) 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. Isabella Stewart Gardner Museum 403(b) Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Isabella Stewart Gardner Museum 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Isabella Stewart Gardner Museum 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Isabella Stewart Gardner Museum 403(b) Plan reported participants rose from 212 in the plan year 2023 filing to 217 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042104334 · Isabella Stewart Gardner Museum PY 2024 · Other

Isabella Stewart Gardner Museum 403(b) Plan · $10M · 217 · 56th

  • 5500 $10M
  • ASSETS 217
  • PCT 56th
  • EIN Other
  • RANK near Coney Island Preparatory Charter School 403(b) Retirement Plan
  • PHOTO ind #2121

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 →

Isabella Stewart Gardner Museum 403(b) Plan in the asset neighbourhood

Mid Florida Community Services, Inc. 403(b)Mid Florida Community Servic…$10MIsabella Stewart Gardner Museum 403(b) PlanIsabella Stewart Gardner Mus…$10MConey Island Preparatory Charter School 403(b) Retirement PlanConey Island Preparatory Cha…$10MAmhc Retirement Plan$10MThe Leaguers, Inc. 403(b) PlanThe Leaguers, Inc. 403(b) Pl…$10M
End-of-year total assets ($M) among Isabella Stewart Gardner Museum 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN042104334
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isabella Stewart Gardner Museum)

Sponsor-wide plan assets over time

All Isabella Stewart Gardner Museum plans reported in each filing year

Latest sponsor-wide plan assets
$10M 42.691384294089666% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.11M $10.1M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 184 $7M
2023 1 212 $9M
2024 1 217 $10M

Nearby Other Plans in Massachusetts

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

Isabella Stewart Gardner Museum 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Isabella Stewart Gardner Museum 403(b) Plan, Total assets ($B): 0.01013945 · Participants: 217Isabella Stewart Gardner Museum 403(b) PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Isabella Stewart Gardner Museum 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Isabella Stewart Gardner Museum 403(b) Plan side-by-side with 3 peers →

Isabella Stewart Gardner Museum 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Coney Island Preparatory Charter School 403(b) Retirement Plan in NY ($10M); by covered participants it is Ray Graham Assoc. for People with Disabilities 403b Plan in IL (217 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 (217 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 Isabella Stewart Gardner Museum 403(b) Plan assets move in 2024? ▼
Isabella Stewart Gardner Museum 403(b) Plan grew sharply - up 15.7% during 2024, from $9M to $10M. Reported net income was $1M.
How have Isabella Stewart Gardner Museum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isabella Stewart Gardner Museum's sponsor-wide assets grew 42.7%, from $7M to $10M.
Which Other plans are similar in size to Isabella Stewart Gardner Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Coney Island Preparatory Charter School 403(b) Retirement Plan in NY ($10M, 234 participants).
Which Other plans cover a similar participant headcount to Isabella Stewart Gardner Museum 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Ray Graham Assoc. for People with Disabilities 403b Plan in IL (217 participants, $9M 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 042104334.

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.