Plan Ledger DOL Form 5500 · updated monthly

The Jewish Museum403(b)

THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Jewish Museum reported $32,467 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,541 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 0.01% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 2,284th-largest of 5,648 plans among New York employers on file, and the 378th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 142 to 201 since 2022.

Plan summary
Net assets, end of year$23,427,432
Participants with balances263
Active participants201
Employer contributions$510,759
Employee contributions$743,306
Employer contribution per active participant$2,541
Average account balance$89,078
Benefits paid to participants$440,038
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 263 accts · $511K emplr
2023$20.2M · 249 accts · $458K emplr
2022$19.4M · 242 accts · $437K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,787
Audit (IQPA)$22,680
Total administrative$32,467
Employer contributions to the The Jewish Museum plan · 2024
Employer contribution per active participant$2,541
Median for plans this size$2,416
2024$2,541 per active participant
2023$2,082 per active participant
2022$3,079 per active participant

The Jewish Museum's 2024 employer contribution ran above the $2,416 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 · 20242
CBIZ CPAS P.C.$22,680

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$32,467 · 0.15%
2023$9,659 · 0.05%
2022$2,428 · 0.01%
Same employer
Similar plansArts, Entertainment & Recreation · New York
Chelsea Piers L.P. NY$25.4M · 0.06%
Win-Sum Ski Corp. NY$24.6M · 0.05%
Capital Region Gaming, LLC NY$23.7M · 0.06%
The Frick Collection NY$22.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 136146854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.