Who sponsors the Whitney Museum Of American Art 403(B) Retirement Plan?

Whitney Museum Of American Art 403(B) Retirement Plan is reported as sponsored by Whitney Museum Of American Art (EIN 13-1789318, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Whitney Museum Of American Art 403(B) Retirement Plan?

The latest Form 5500 filing year loaded for Whitney Museum Of American Art 403(B) Retirement Plan is 2023.

How many participants does Whitney Museum Of American Art 403(B) Retirement Plan report?

Whitney Museum Of American Art 403(B) Retirement Plan reports 646 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Whitney Museum Of American Art 403(B) Retirement Plan?

Whitney Museum Of American Art 403(B) Retirement Plan reports $35,356,390 in end-of-year plan assets in its latest loaded Form 5500 filing.

Whitney Museum Of American Art 403(B) Retirement Plan — Form 5500 plan (Whitney Museum Of American Art)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Whitney Museum Of American Art 403(B) Retirement Plan is a benefit plan reported by Whitney Museum Of American Art under EIN 13-1789318 and plan number 003. The latest loaded filing year is 2023. The filing reports 646 participants and $35,356,390 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.4MPlan net assets, end of year$35,356,390

Participants646Covered participants reported

Assets / participant$54.7KComputed: assets ÷ participants$54,731 (computed)

Provider compensation$72.8K1 Schedule C provider row(s)$72,789

Plan sponsor: Whitney Museum Of American Art
EIN: 13-1789318
Plan number: 003
Plan type: 2
Location: New York, NY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	646	H, C	20250304172119NAL0007327505001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.4M total assets

Net assets$35.4MLiabilities$0

Money in vs. money out

Total income / additions$7.6M

Total expenses$1.5M

Benefits paid / distributions$1.4M

Contributions

Employer$1.3M

Participant$1.6M

Full reported line items

Net assets

Total assets (EOY): $35,356,390
Total liabilities (EOY): $0
Net assets (EOY): $35,356,390
Net assets (BOY): $29,249,302

Income & contributions

Employer contributions: $1,293,044
Participant contributions: $1,556,833
Total contributions: $2,864,077
Total income / additions: $7,568,803

Expenses & distributions

Benefits paid: $1,389,526
Administrative expenses: $72,189
Total expenses: $1,461,715
Net increase / (decrease): $6,107,088

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

45%55%

Employer 45%Participant 55%

Total expenses ÷ net assets4%Computed ratio

Benefits paid ÷ total income18%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Tiaa	NONE	$72,789	$0	2023