Plan Ledger DOL Form 5500 · updated monthly

The Nelson-Atkins Museum of Art403(b)

THE NELSON GALLERY FOUNDATION 403(B) PLAN · KANSAS CITY, MO · plan year 2023

Reported admin expense ratio · 2023
0.51%

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

The Nelson-Atkins Museum of Art reported $64,799 in plan administrative expenses for 2023: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,890 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 has held roughly steady near 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Missouri (721st of 1,393), and the 540th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,220,382
Participants with balances452
Active participants372
Employer contributions$702,989
Employee contributions$1,137,243
Employer contribution per active participant$1,890
Average account balance$31,461
Benefits paid to participants$949,921
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$14.2M · 452 accts · $703K emplr
2022$11.2M · 448 accts · $564K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$64,699
Total administrative$64,799
Employer contributions to the The Nelson-Atkins Museum of Art plan · 2023
Employer contribution per active participant$1,890
Median for plans this size$2,440
2023$1,890 per active participant
2022$1,639 per active participant

The Nelson-Atkins Museum of Art's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (plan)$64,799
MORNINGSTAR · Investment advisory (plan)indirect comp
ANDRALLANNO ANNETTE Dindirect comp

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

Administrative cost history2
2023$64,799 · 0.51%
2022$59,073 · 0.50%
Same employer
Similar plansArts, Entertainment & Recreation · Missouri
Cq Holding Company, Inc. MO$29.4M · 0.34%
Kiel Center Partners, L.P. MO$25.5M · 0.28%
Kansas City Symphony MO$15.5M · 0.31%
I.A.T.S.E. Local No. 31 MO$14.3M · 0.59%
Fox Associates, L.L.C. MO$12.4M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 446012977 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.