How big is Shelburne Museum's plan?

Shelburne Museum's plan reported $4.6M in assets and 80 participants for 2024.

Original filing (PDF)20250703084117NAL0000775920001

Shelburne Museum

Name: Shelburne Museum — Shelburne Museum 401(k) Plan, Form 5500 (2024)
Creator: Shelburne Museum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelburne Museum 401(k) Plan

401(k) retirement plan · Shelburne Museum's Shelburne Museum 401(k) Plan held $4.6M in plan assets for 80 participants in 2024.

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

ERIN Moore signed Shelburne Museum's 2024 Form 5500 as plan administrator.

ERIN Moore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shelburne Museum's EIN is 03-0179436.

EIN 03-0179436

Plan number 002

Plan year 2024

ACK ID 20250703084117NAL0000775920001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shelburne Museum from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shelburne Museum's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELBURNE MUSEUM.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score