Profit Sharing · DOL Form 5500 · 2024

Worcester Art Museum Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
186
Participants Below avg headcount
62nd
Percentile by assets National rank
$71,196
Avg per participant Below avg balance/head
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Official DOL plan name: Worcester Art Museum Retirement Plan · Sponsored by Worcester Art Museum · Massachusetts · Arts, Entertainment & Recreation

$13M in assets, 186 participants

Worcester Art Museum's Worcester Art Museum Retirement Plan reported $13M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,233 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Massachusetts

Worcester Art Museum Retirement Plan covers 186 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#2,233
in Arts, Entertainment & Recreation (2,921 peers)
+4.7%
assets growth YoY

Worcester Art Museum Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Worcester Art Museum Retirement Plan vs every filed plan by assets

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

$13,242,382 Top 38% higher than 62% 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

Worcester Art Museum 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. Worcester Art Museum Retirement Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Worcester Art Museum Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $591K in the plan year 2024 filing.
  • Worcester Art Museum Retirement Plan reported participants fell from 199 in the plan year 2023 filing to 186 in the plan year 2024 filing.
  • Worcester Art Museum Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 041988530 · Worcester Art Museum PY 2024 · Profit Sharing

Worcester Art Museum Retirement Plan · $13M · 186 · 62nd

  • EOY $13M
  • EOY 186
  • EOY 62nd
  • EOY Profit Sharing
  • EOY near Anthony L Jordan Health Center Inc Pre-Tax Savings Plan
  • EOY ind #2233

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 Massachusetts →

Worcester Art Museum Retirement Plan in the asset neighbourhood

Kartsonas Agency, Inc. Profit Sharing PlanKartsonas Agency, Inc. Profi…$13MBernstein Litowitz Berger & Grossmann LLP Profit Sharing PlanBernstein Litowitz Berger & …$13MWorcester Art Museum Retirement PlanWorcester Art Museum Retirem…$13MAnthony L Jordan Health Center Inc Pre-Tax Savings PlanAnthony L Jordan Health Cent…$13MDavis Furniture Industries, Inc. Employee Stock Bonus Plan and TrustDavis Furniture Industries, …$13M
End-of-year total assets ($M) among Worcester Art Museum Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$591K
Employer EIN041988530
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worcester Art Museum)

Sponsor-wide plan assets over time

All Worcester Art Museum plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.93729856744426% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.2M $13.2M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 164 $11M
2023 1 199 $13M
2024 1 186 $13M

Nearby Profit Sharing Plans in Massachusetts

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

Worcester Art Museum Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Worcester Art Museum Retirement Plan, Total assets ($B): 0.013242382 · Participants: 186Worcester Art Museum Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Worcester Art Museum Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Worcester Art Museum Retirement Plan side-by-side with 3 peers →

Worcester Art Museum Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Anthony L Jordan Health Center Inc Pre-Tax Savings Plan in NY ($13M); by covered participants it is Cullen Profit Sharing Plan and Trust in WI (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Worcester Art Museum Retirement Plan assets move in 2024? ▼
Worcester Art Museum Retirement Plan edged up modestly - up 4.7% during 2024, from $13M to $13M. Reported net income was $591K.
How have Worcester Art Museum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worcester Art Museum's sponsor-wide assets grew 17.9%, from $11M to $13M.
Which Profit Sharing plans are similar in size to Worcester Art Museum Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Anthony L Jordan Health Center Inc Pre-Tax Savings Plan in NY ($13M, 224 participants).
Which Profit Sharing plans cover a similar participant headcount to Worcester Art Museum Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cullen Profit Sharing Plan and Trust in WI (186 participants, $36M 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 041988530.

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.