Plan Ledger DOL Form 5500 · updated monthly

Philadelphia Museum of Art403(b)

PHILADELPHIA MUSEUM OF ART 403(B) RETIREMENT AND SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Philadelphia Museum of Art reported $64,769 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,620 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 0.02% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 362nd-largest of 3,651 plans among Pennsylvania employers on file, and the 69th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$146,953,284
Participants with balances1,007
Active participants561
Employer contributions$908,747
Employee contributions$1,765,247
Employer contribution per active participant$1,620
Average account balance$145,932
Benefits paid to participants$8,503,106
Plan auditDisclaimer of opinion
AuditorMITCHELL TITUS
Plan history3
Yearassets · accounts · employer contribution
2024$147.0M · 1,007 accts · $909K emplr
2023$136.6M · 976 accts · $868K emplr
2022$123.9M · 932 accts · $864K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$550
Investment management$64,219
Total administrative$64,769
Employer contributions to the Philadelphia Museum of Art plan · 2024
Employer contribution per active participant$1,620
Median for plans this size$3,635
2024$1,620 per active participant
2023$1,499 per active participant
2022$1,682 per active participant

Philadelphia Museum of Art's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA · Investment management$65,294

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$64,769 · 0.05%
2023$67,256 · 0.05%
2022$29,843 · 0.02%
Same employer
Similar plansArts, Entertainment & Recreation · Pennsylvania
Penn Entertainment, Inc. PA$694.0M · 0.17%
Asm Global PA$336.8M · 0.06%
Clair Global Corporation PA$114.9M · 0.29%
Greenwood Racing, Inc. PA$111.4M · 0.02%
Carnegie Institute PA$85.9M · 0.11%
The Phillies PA$82.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231365388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.