Portland Art Museum 401(K) Retirement Plan — Form 5500 plan (Portland Art Museum)
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, Portland Art Museum 401(K) Retirement Plan is a benefit plan reported by Portland Art Museum under EIN 93-0391604 and plan number 003. The latest loaded filing year is 2023. The filing reports 139 participants and $8,052,738 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.1MPlan net assets, end of year$8,052,738
Participants139Covered participants reported
Assets / participant$57.9KComputed: assets ÷ participants$57,933 (computed)
Provider compensation$19.3K2 Schedule C provider row(s)$19,286
- Plan sponsor
- Portland Art Museum
- EIN
- 93-0391604
- Plan number
- 003
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20240712172342NAL0020372865001 |
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,052,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,052,738
- Net assets (BOY)
- $6,694,825
Income & contributions
- Employer contributions
- $246,018
- Participant contributions
- $552,911
- Total contributions
- $873,450
- Total income / additions
- $2,057,245
Expenses & distributions
- Benefits paid
- $680,067
- Administrative expenses
- $19,265
- Total expenses
- $699,332
- Net increase / (decrease)
- $1,357,913
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.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alera Investment Advisors | NONE | $13,685 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $5,580 | $21 | 2023 |