Plan Ledger DOL Form 5500 · updated monthly

Amon Carter Museum of Western Art403(b)

AMON CARTER MUSEUM OF WESTERN ART RETIREMENT PLAN · FORT WORTH, TX · plan year 2023

Reported admin expense ratio · 2023
0.00%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Amon Carter Museum of Western Art reported $432 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,006 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,614th-largest of 5,688 plans among Texas employers on file, and the 333rd of 1,311 in arts, entertainment & recreation. In 2023, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,013,948
Participants with balances274
Active participants101
Employer contributions$303,609
Employee contributions$508,851
Employer contribution per active participant$3,006
Average account balance$102,241
Benefits paid to participants$1,243,058
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.9M · 232 accts · $266K emplr
2023$28.0M · 274 accts · $304K emplr
2022$23.9M · 280 accts · $311K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$150
Investment management$282
Total administrative$432
Employer contributions to the Amon Carter Museum of Western Art plan · 2023
Employer contribution per active participant$3,006
Median for plans this size$2,440
2024$2,958 per active participant
2023$3,006 per active participant
2022$2,987 per active participant

Amon Carter Museum of Western Art's 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
TIAA$807

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$51,422 · 0.18%
2023$432 · 0.00%
2022$237 · 0.00%
Similar plansArts, Entertainment & Recreation · Texas
Cgpm/Wmc Operating, LLC TX$33.8M · 0.40%
Houston Zoo, Inc. TX$28.2M · 0.43%
River Oaks Country Club TX$27.0M · 0.28%
Houston Ballet Foundation TX$23.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751077979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.