Plan Ledger DOL Form 5500 · updated monthly

Whitney Museum of American Art403(b)

WHITNEY MUSEUM OF AMERICAN ART 403(B) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Whitney Museum of American Art reported $90,262 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,814 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 0.20% to 0.24%. 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 1,581st-largest of 5,648 plans among New York employers on file, and the 245th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 416 to 500 since 2022.

Plan summary
Net assets, end of year$40,487,957
Participants with balances766
Active participants500
Employer contributions$1,407,084
Employee contributions$1,480,564
Employer contribution per active participant$2,814
Average account balance$52,856
Benefits paid to participants$2,441,884
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.5M · 766 accts · $1.4M emplr
2023$35.4M · 687 accts · $1.3M emplr
2022$29.2M · 635 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,262
Total administrative$90,262
Employer contributions to the Whitney Museum of American Art plan · 2024
Employer contribution per active participant$2,814
Median for plans this size$2,416
2024$2,814 per active participant
2023$2,919 per active participant
2022$2,992 per active participant

Whitney Museum of American Art'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 · 20241
TIAA · Contract administrator · Recordkeeping$90,862

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$90,262 · 0.24%
2023$72,189 · 0.22%
2022$61,697 · 0.20%
Same employer
Similar plansArts, Entertainment & Recreation · New York
Sterling Mets, L.P. NY$47.8M · 0.25%
The Corning Museum of Glass NY$39.2M · 0.04%
Brooklyn Nets LLC NY$38.7M · 0.47%
Japan Society, Inc. NY$34.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131789318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.