Plan Ledger DOL Form 5500 · updated monthly

Wadsworth Atheneum Museum of ArtMoney purchase plan

THE WADSWORTH ATHENEUM MONEY PURCHASE PENSION PLAN · HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Wadsworth Atheneum Museum of Art reported $15,105 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $3,685 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 fell from 0.34% to 0.30%. 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 Connecticut (899th of 1,106), and 909th of 1,311 in arts, entertainment & recreation. active participation has grown from 47 to 53 since 2022.

Plan summary
Net assets, end of year$5,383,472
Participants with balances122
Active participants53
Employer contributions$195,321
Employee contributions—
Employer contribution per active participant$3,685
Average account balance$44,127
Benefits paid to participants$79,897
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 122 accts · $195K emplr
2023$4.7M · 122 accts · $191K emplr
2022$4.0M · 107 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,105
Total administrative$15,105
Employer contributions to the Wadsworth Atheneum Museum of Art plan · 2024
Employer contribution per active participant$3,685
Median for plans this size$1,313
2024$3,685 per active participant
2023$3,606 per active participant
2022$3,226 per active participant

Wadsworth Atheneum Museum of Art's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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.

Administrative cost history3
2024$15,105 · 0.30%
2023$15,988 · 0.37%
2022$13,367 · 0.34%
Similar plansArts, Entertainment & Recreation · Connecticut
Sportech, Inc. CT$8.6M · 0.06%
Global Tote US LLC CT$6.9M · 0.04%
Edge Fitness, LLC CT$5.0M · 0.61%
Shoreline Pools, Inc. CT$2.1M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060653111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.