Other · DOL Form 5500 · 2024
Margaret Woodbury Strong Museum Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 228
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $107,074
- Avg per participant Below avg balance/head
Official DOL plan name: Margaret Woodbury Strong Museum 403(b) DC Plan · Sponsored by Margaret Woodbury Strong Museum · New York · Arts, Entertainment & Recreation
$24M in assets, 228 participants
Margaret Woodbury Strong Museum's Margaret Woodbury Strong Museum 403(b) DC Plan reported $24M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,466 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in New York
Margaret Woodbury Strong Museum 403(b) DC Plan covers 228 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $24M.
- #2,466
- in Arts, Entertainment & Recreation (2,921 peers)
- +8.7%
- assets growth YoY
Margaret Woodbury Strong Museum 403(b) DC Plan's outsized position by total assets
Margaret Woodbury Strong Museum 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,412,912 Top 26% higher than 74% 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
Margaret Woodbury Strong Museum 403(b) 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. Margaret Woodbury Strong Museum 403(b) DC Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Margaret Woodbury Strong Museum 403(b) DC Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Margaret Woodbury Strong Museum 403(b) DC Plan reported participants rose from 187 in the plan year 2023 filing to 228 in the plan year 2024 filing.
- Margaret Woodbury Strong Museum 403(b) DC Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
DOL schedule card
Filing strip 160954168 · Margaret Woodbury Strong Museum PY 2024 · Other
Margaret Woodbury Strong Museum 403(b) DC Plan · $24M · 228 · 74th
- 5500 $24M
- 5500 228
- 5500 74th
- 5500 Other
- 5500 near The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan
- 5500 ind #2466
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 New York →
Margaret Woodbury Strong Museum 403(b) DC Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 160954168 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Margaret Woodbury Strong Museum)
Sponsor-wide plan assets over time
All Margaret Woodbury Strong Museum plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 23.29176928392137% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $20M |
| 2023 | 1 | 187 | $22M |
| 2024 | 1 | 228 | $24M |
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
Margaret Woodbury Strong Museum 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan in NJ ($24M); by covered participants it is The Wheeler School Defined Contribution Retirement Plan in RI (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan (NJ) $24M · 1,027
- Charles Armstrong School Defined Contribution Retirement Plan (CA) $24M · 134
- Oriana House, Inc. 403(b) Retirement Plan (OH) $24M · 812
- Union De Tronquistas De Puerto Rico of Crowley Liner Services Puerto Rico, Inc. Defined Contribution Retirement Plan (PR) $24M · 207
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- The Wheeler School Defined Contribution Retirement Plan (RI) 228 · 0 off
- The Lambs Farm Employee's Retirement Plan (IL) 228 · 0 off
- Josephine 403(b) Retirement Plan (WA) 228 · 0 off
- Siskiyou Community Health Center, Inc. 403(b) Plan (OR) 228 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.