Other · DOL Form 5500 · 2024

Intrepid Museum Foundation Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
330
Participants Below avg headcount
61st
Percentile by assets National rank
$37,790
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intrepid Museum Foundation 403(b) Plan · Sponsored by Intrepid Museum Foundation · New York · Arts, Entertainment & Recreation

$12M in assets, 330 participants

Intrepid Museum Foundation's Intrepid Museum Foundation 403(b) Plan reported $12M in total assets and 330 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #2,208 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in New York

Intrepid Museum Foundation 403(b) Plan covers 330 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $12M.

#2,208
in Arts, Entertainment & Recreation (2,921 peers)
+13.9%
assets growth YoY

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

Intrepid Museum Foundation 403(b) Plan vs every filed plan by assets

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

$12,470,612 Top 39% higher than 61% 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

Intrepid Museum Foundation 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. Intrepid Museum Foundation 403(b) Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Intrepid Museum Foundation 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Intrepid Museum Foundation 403(b) Plan reported participants rose from 276 in the plan year 2023 filing to 330 in the plan year 2024 filing.
  • Intrepid Museum Foundation 403(b) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133062419 · Intrepid Museum Foundation PY 2024 · Other

Intrepid Museum Foundation 403(b) Plan · $12M · 330 · 61st

  • TYPE $12M
  • NET 330
  • BOOK 61st
  • VS-ST Other
  • BOY near The Benedictine School for Exceptional Children, Inc. 403(b) Plan
  • SCH ind #2208

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 →

Intrepid Museum Foundation 403(b) Plan in the asset neighbourhood

Intrepid Museum Foundation 403(b) PlanIntrepid Museum Foundation 4…$12MThe Benedictine School for Exceptional Children, Inc. 403(b) PlanThe Benedictine School for E…$12MMrci 403(b) Plan$12MThe Open Window School Defined Contribution Retirement PlanThe Open Window School Defin…$12MHostelling International USA Retirement PlanHostelling International USA…$12M
End-of-year total assets ($M) among Intrepid Museum Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN133062419
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intrepid Museum Foundation)

Sponsor-wide plan assets over time

All Intrepid Museum Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$12M 41.006212562256785% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.84M $12.5M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 249 $9M
2023 1 276 $11M
2024 1 330 $12M

Nearby Other Plans in New York

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

Intrepid Museum Foundation 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Intrepid Museum Foundation 403(b) Plan, Total assets ($B): 0.012470612 · Participants: 330Intrepid Museum Foundation 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Intrepid Museum Foundation 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Intrepid Museum Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Benedictine School for Exceptional Children, Inc. 403(b) Plan in MD ($12M); by covered participants it is Trout Unlimited Section 403(b) Retirement Plan in VA (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Intrepid Museum Foundation 403(b) Plan assets move in 2024?
Intrepid Museum Foundation 403(b) Plan grew at a solid clip - up 13.9% during 2024, from $11M to $12M. Reported net income was $2M.
How have Intrepid Museum Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Intrepid Museum Foundation's sponsor-wide assets grew 41.0%, from $9M to $12M.
Which Other plans are similar in size to Intrepid Museum Foundation 403(b) Plan?
Among Other plans in other states, the closest by assets is The Benedictine School for Exceptional Children, Inc. 403(b) Plan in MD ($12M, 396 participants).
Which Other plans cover a similar participant headcount to Intrepid Museum Foundation 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Trout Unlimited Section 403(b) Retirement Plan in VA (330 participants, $41M in assets).