Other · DOL Form 5500 · 2024

The Jewish Museum Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
204
Participants Below avg headcount
73rd
Percentile by assets National rank
$114,840
Avg per participant Below avg balance/head
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Official DOL plan name: The Jewish Museum Defined Contribution Retirement Plan · Sponsored by The Jewish Museum · New York · Arts, Entertainment & Recreation

$23M in assets, 204 participants

The Jewish Museum's The Jewish Museum Defined Contribution Retirement Plan reported $23M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,450 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in New York

The Jewish Museum Defined Contribution Retirement Plan covers 204 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $23M.

#2,450
in Arts, Entertainment & Recreation (2,921 peers)
+16.0%
assets growth YoY

The Jewish Museum Defined Contribution Retirement Plan's outsized position by total assets

The Jewish Museum Defined Contribution Retirement Plan vs every filed plan by assets

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

$23,427,432 Top 27% higher than 73% 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

The Jewish Museum Defined Contribution Retirement 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. The Jewish Museum Defined Contribution Retirement Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Jewish Museum Defined Contribution Retirement Plan reported net income rose from $835K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Jewish Museum Defined Contribution Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • The Jewish Museum Defined Contribution Retirement Plan reported participants rose from 194 in the plan year 2023 filing to 204 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 136146854 · The Jewish Museum PY 2024 · Other

The Jewish Museum Defined Contribution Retirement Plan · $23M · 204 · 73rd

  • VS-ST $23M
  • BOY 204
  • SCH 73rd
  • EBSA Other
  • PART near The Family Institute 403(b) Retirement Plan
  • TYPE ind #2450

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 Jewish Museum Defined Contribution Retirement Plan in the asset neighbourhood

Center for Global Development Defined Contribution Retirement PlanCenter for Global Developmen…$23MThe Jewish Museum Defined Contribution Retirement PlanThe Jewish Museum Defined Co…$23MThe Family Institute 403(b) Retirement PlanThe Family Institute 403(b) …$23MNational Council of State Boards of Nursing, Inc. 403(b) Tda PlanNational Council of State Bo…$23MRenaissance Behavioral Health Systems, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings PlanRenaissance Behavioral Healt…$23M
End-of-year total assets ($M) among The Jewish Museum Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN136146854
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Jewish Museum)

Sponsor-wide plan assets over time

All The Jewish Museum plans reported in each filing year

Latest sponsor-wide plan assets
$23M 21.04996077458352% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.4M $23.4M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 114 $19M
2023 1 194 $20M
2024 1 204 $23M

Nearby Other Plans in New York

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

The Jewish Museum Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Jewish Museum Defined Contribution Retirement Plan, Total assets ($B): 0.023427432 · Participants: 204The Jewish Museum Defined Contribution Retirement 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
The Jewish Museum Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Jewish Museum Defined Contribution Retirement Plan side-by-side with 3 peers →

The Jewish Museum Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Family Institute 403(b) Retirement Plan in IL ($23M); by covered participants it is Step Up Suncoast, Inc. 403(b) Plan in FL (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 The Jewish Museum Defined Contribution Retirement Plan assets move in 2024? ▼
The Jewish Museum Defined Contribution Retirement Plan grew sharply - up 16.0% during 2024, from $20M to $23M. Reported net income was $3M.
How have The Jewish Museum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jewish Museum's sponsor-wide assets grew 21.0%, from $19M to $23M.
Which Other plans are similar in size to The Jewish Museum Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Family Institute 403(b) Retirement Plan in IL ($23M, 180 participants).
Which Other plans cover a similar participant headcount to The Jewish Museum Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Step Up Suncoast, Inc. 403(b) Plan in FL (204 participants, $7M in assets).

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 136146854.

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.