Other · DOL Form 5500 · 2024

Trustees and Treasurer of Pierpont Morgan Library Retirement Plan

Data updated 2026-08-11

$59M
Total assets
99
Participants
86th
Percentile by assets
$596,149
Avg per participant
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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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$59M
total plan assets (2024 EOY)
99
covered participants
86th
percentile by assets (of 123,622 plans)
$596,149
avg assets per participant

Where The Morgan Library and Museum 403(b) DC Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
New York
Industry
Arts, Entertainment & Recreation

The Morgan Library and Museum 403(b) DC Plan vs the 2024 asset distribution

By assets, The Morgan Library and Museum 403(b) DC Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$6M
Employer EIN131624146
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees and Treasurer of Pierpont Morgan Library)

$45M$50M$55M$60M$65M 202220232024 $46.5M $59M ▲ +27.0%
Total plan assets by year, all Trustees and Treasurer of Pierpont Morgan Library plans on file
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.

The Morgan Library and Museum 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Morgan Library a…, Total assets ($B): 0.059018713 · Participants: 99The Morgan Library a…Northwell Health 403…, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medi…University of Roches…, Total assets ($B): 8.002376506 · Participants: 30335University of Roches…Memorial Sloan Kette…, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for …
The Morgan Library and Museum 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Morgan Library and Museum 403(b) DC … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Morgan Library and Museum 403(b) DC Plan by total assets, not by location.

Frequently Asked Questions

How did The Morgan Library and Museum 403(b) DC Plan assets move in 2024? ▼
The Morgan Library and Museum 403(b) DC Plan grew at a solid clip - up 10.6% during 2024, from $53M to $59M. Reported net income was $6M.
How have Trustees and Treasurer of Pierpont Morgan Library plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees and Treasurer of Pierpont Morgan Library's sponsor-wide assets grew 27.0%, from $46M to $59M.
Where does The Morgan Library and Museum 403(b) DC Plan rank by assets among Form 5500 filers? ▼
The Morgan Library and Museum 403(b) DC Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Morgan Library and Museum 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Waynesburg University Defined Contribution Retirement Plan in PA ($59M, 336 participants).

Next read for The Morgan Library and Museum 403(b) DC …

Scale reading

Ways to act on The Morgan Library and Museum 403(b) DC Plan's numbers.

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 131624146.

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.