Other · DOL Form 5500 · 2024
National September 11 Memorial and Museum at the World Trade Center Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 257
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $165,294
- Avg per participant Above avg balance/head
Official DOL plan name: National September 11 Memorial & Museum 403(b) Plan · Sponsored by National September 11 Memorial and Museum at the World Trade Center · New York · Other Services
$42M in assets, 257 participants
National September 11 Memorial and Museum at the World Trade Center's National September 11 Memorial & Museum 403(b) Plan reported $42M in total assets and 257 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.
- #7,080 in Other Services (7,719 peers)
Coverage in New York
National September 11 Memorial & Museum 403(b) Plan covers 257 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $42M.
- #7,080
- in Other Services (7,719 peers)
- +15.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
National September 11 Memorial & Museum 403(b) Plan's outsized position by total assets
National September 11 Memorial & Museum 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,480,620 Top 18% higher than 82% 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
National September 11 Memorial & 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. National September 11 Memorial & Museum 403(b) Plan sits mid-pack in the medium band (257 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National September 11 Memorial & Museum 403(b) Plan reported participants rose from 212 in the plan year 2023 filing to 257 in the plan year 2024 filing.
- National September 11 Memorial & Museum 403(b) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- National September 11 Memorial & Museum 403(b) Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 611745872 · National September 11 Memorial and Museum at the World Trade Center PY 2024 · Other
National September 11 Memorial & Museum 403(b) Plan · $42M · 257 · 82nd
- SCH $42M
- EBSA 257
- PART 82nd
- TYPE Other
- NET near American Diabetes Association 403(b) Retirement Savings Plan
- BOOK ind #7080
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 Other Services retirement plans → · Plans in New York →
National September 11 Memorial & Museum 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $6M |
| Employer EIN | 611745872 |
| Plan Effective Date | 2005-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National September 11 Memorial and Museum at the World Trade Center)
Sponsor-wide plan assets over time
All National September 11 Memorial and Museum at the World Trade Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 40.11939330639505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $30M |
| 2023 | 1 | 212 | $37M |
| 2024 | 1 | 257 | $42M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
National September 11 Memorial & Museum 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is American Diabetes Association 403(b) Retirement Savings Plan in VA ($42M); by covered participants it is Peninsula Community Health Services 403(b) Plan in WA (257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.
- Peninsula Community Health Services 403(b) Plan (WA) 257 · 0 off
- United Hospital District 403(b) Plan (MN) 257 · 0 off
- Village on the Isle Retirement Plan (FL) 257 · 0 off
- Sierra Vista Employee Retirement Plan (CA) 257 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.