Plan Ledger DOL Form 5500 · updated monthly

San Francisco Museum of Modern Art403(b)

SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

San Francisco Museum of Modern Art reported $76,625 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,010 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 0.09% to 0.11%. 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 1,283rd-largest of 9,483 plans among California employers on file, and the 140th 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$73,248,527
Participants with balances1,236
Active participants603
Employer contributions$1,212,015
Employee contributions$2,349,288
Employer contribution per active participant$2,010
Average account balance$59,263
Benefits paid to participants$3,626,943
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$73.2M · 1,236 accts · $1.2M emplr
2023$64.3M · 1,211 accts · $1.1M emplr
2022$55.5M · 1,169 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,625
Total administrative$76,625
Employer contributions to the San Francisco Museum of Modern Art plan · 2024
Employer contribution per active participant$2,010
Median for plans this size$3,635
2024$2,010 per active participant
2023$1,784 per active participant
2022$1,804 per active participant

San Francisco Museum of Modern Art's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA · Recordkeeping · Pension consulting$76,625

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$76,625 · 0.11%
2023$62,868 · 0.10%
2022$54,370 · 0.09%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 941156300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.