Plan Ledger DOL Form 5500 · updated monthly

J.B. Speed Art Museum403(b)

JB SPEED ART MUSEUM DC PLAN · LOUISVILLE, KY · plan year 2024

Employer contribution per participant · 2024
$2,653

J.B. Speed Art Museum's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $3,867,252 across 205 participant accounts, with employer contributions averaging $2,653 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Kentucky (686th of 871), and 1,011th of 1,311 in arts, entertainment & recreation. active participation has grown from 55 to 75 since 2022.

Plan summary
Net assets, end of year$3,867,252
Participants with balances205
Active participants75
Employer contributions$198,997
Employee contributions—
Employer contribution per active participant$2,653
Average account balance$18,865
Benefits paid to participants$205,945
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 205 accts · $199K emplr
2023$3.4M · 201 accts · $155K emplr
2022$3.0M · 145 accts · $125K emplr
Employer contributions to the J.B. Speed Art Museum plan · 2024
Employer contribution per active participant$2,653
Median for plans this size$1,313
2024$2,653 per active participant
2023$2,044 per active participant
2022$2,272 per active participant

J.B. Speed Art Museum's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 610444823 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.