Plan Ledger DOL Form 5500 · updated monthly

The Isabella Stewart Gardner Museum403(b)

THE ISABELLA STEWART GARDNER MUSEUM 403(B) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

The Isabella Stewart Gardner Museum reported $41,308 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,539 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 0.31% to 0.44%. 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 Massachusetts (1,886th of 2,726), and 675th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,139,450
Participants with balances187
Active participants226
Employer contributions$347,749
Employee contributions$714,617
Employer contribution per active participant$1,539
Average account balance$54,222
Benefits paid to participants$877,202
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 187 accts · $348K emplr
2023$8.8M · 164 accts · $167K emplr
2022$7.1M · 151 accts · $138K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,308
Total administrative$41,308
Employer contributions to the The Isabella Stewart Gardner Museum plan · 2024
Employer contribution per active participant$1,539
Median for plans this size$1,313
2024$1,539 per active participant
2023$770 per active participant
2022$649 per active participant

The Isabella Stewart Gardner Museum's 2024 employer contribution ran above the $1,313 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 · 20243
CAPITAL GROUP RETIREMENT PLAN SERVI$19,768
ANGELL PENSION GROUP, INC. · Contract administrator$14,691
LION STREET ADVISORS, LLC · Investment advisory (plan)$12,000

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$41,308 · 0.44%
2023$37,337 · 0.47%
2022$23,584 · 0.31%
Same employer
Similar plansArts, Entertainment & Recreation · Massachusetts
Worcester Art Museum MA$13.2M · 0.19%
Southworth Development LLC MA$12.3M · 0.30%
Peabody Essex Museum MA$12.0M · 0.29%
Spartan Race, Inc. MA$5.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042104334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.