Other · DOL Form 5500 · 2024
Trustees and Treasurer of Pierpont Morgan Library Retirement Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 99
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $596,149
- Avg per participant High balance/head
Official DOL plan name: The Morgan Library and Museum 403(b) DC Plan · Sponsored by Trustees and Treasurer of Pierpont Morgan Library · New York · Arts, Entertainment & Recreation
$59M in assets, 99 participants
Trustees and Treasurer of Pierpont Morgan Library's The Morgan Library and Museum 403(b) DC Plan reported $59M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,691 in Arts, Entertainment & Recreation (2,921 peers)
Where The Morgan Library and Museum 403(b) DC Plan sits by assets
The Morgan Library and Museum 403(b) DC Plan sits in the top quartile of all filed plans by assets, $59M for 99 participants (~$596,149/participant), up 10.6% in 2024.
- #2,691
- in Arts, Entertainment & Recreation (2,921 peers)
- +10.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Morgan Library and Museum 403(b) DC Plan's outsized position by total assets
The Morgan Library and Museum 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$59,018,713 Top 14% higher than 86% 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
The Morgan Library and Museum 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Morgan Library and Museum 403(b) DC Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Morgan Library and Museum 403(b) DC Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The Morgan Library and Museum 403(b) DC Plan reported participants fell from 113 in the plan year 2023 filing to 99 in the plan year 2024 filing.
- The Morgan Library and Museum 403(b) DC Plan end-of-year assets rose from $53M in the plan year 2023 filing to $59M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131624146 · Trustees and Treasurer of Pierpont Morgan Library PY 2024 · Other
The Morgan Library and Museum 403(b) DC Plan · $59M · 99 · 86th
- ASSETS $59M
- PCT 99
- EIN 86th
- RANK Other
- PHOTO near Waynesburg University Defined Contribution Retirement Plan
- IND ind #2691
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 →
The Morgan Library and Museum 403(b) DC Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $6M |
| Employer EIN | 131624146 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees and Treasurer of Pierpont Morgan Library)
Sponsor-wide plan assets over time
All Trustees and Treasurer of Pierpont Morgan Library plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 27.027128244215433% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $46M |
| 2023 | 1 | 113 | $53M |
| 2024 | 1 | 99 | $59M |
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
The Morgan Library and Museum 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Waynesburg University Defined Contribution Retirement Plan in PA ($59M); by covered participants it is Brimmer and May School Retirement Plan in MA (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (99 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.