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Original filing (PDF)20250402094721NAL0009601041001
WORCESTER ART MUSEUM
Form 5500
FILING_RECEIVED
WORCESTER ART MUSEUM RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
186
Accounts w/ balance
254
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORCESTER ART MUSEUM.
Plan sponsor
Name
WORCESTER ART MUSEUM
EIN
04-1988530
Address
55 SALISBURY STREET · WORCESTER, MA · 01609
Phone
(508) 799-4406
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
WORCESTER ART MUSEUM
EIN
04-1988530
City
WORCESTER, MA
Phone
(508) 799-4406
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-04-02
Pension benefit codes
2L · 403(b)(1) annuity
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $11K | — |
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | NONE | $9K | — |
Investments
1 pooled fund· $162K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $162K | 1.3% |
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