How big is Isabella Stewart Gardner Museum's plan?

Isabella Stewart Gardner Museum's plan reported $10.1M in assets and 226 participants for 2024.

Original filing (PDF)20251001150910NAL0005997555001

Isabella Stewart Gardner Museum

Name: Isabella Stewart Gardner Museum — Isabella Stewart, Form 5500 (2024)
Creator: Isabella Stewart Gardner Museum
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Isabella Stewart Gardner Museum 403(b) Plan

403(b) retirement plan · Isabella Stewart Gardner Museum's Isabella Stewart Gardner Museum 403(b) Plan held $10.1M in plan assets for 226 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Active participants

226

Accounts w/ balance

187

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

Plan identifiers

Isabella Stewart Gardner Museum's EIN is 04-2104334.

EIN 04-2104334

Plan number 002

Plan year 2024

ACK ID 20251001150910NAL0005997555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Isabella Stewart Gardner Museum's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

ISABELLA STEWART GARDNER MUSEUM

EIN

all filings

Address

25 EVANS WAY · BOSTON, MA · 02155

Phone

(617) 278-5302

Industry

Arts, Entertainment, Recreation

Plan administrator

Name

THE ISABELLA STEWART GARDNER MUSEUM

EIN

04-2104334

City

BOSTON, MA

Phone

(617) 278-5302

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

EISNERAMPER LLP

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LION STREET ADVISORS, LLC	—	AUSTIN, TX	INVESTMENT ADVISOR	$12K	—

Investments

27 direct securities· $10.1M(100% of reported assets)

Mutual Funds

$9.4M

18 holdings

Common Collective Trusts

$638K

5 holdings

Other securities

$117K

4 holdings

					% of plan
American Funds 2030 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$1.8M	17.6%
American Funds 2040 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$1.8M	17.3%
American Funds 2035 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$1.4M	13.8%
American Funds 2045 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$1.0M	9.9%
American Funds 2050 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$961K	9.5%
American Funds 2020 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$804K	7.9%
Vanguard 500 Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$544K	5.4%
American Funds 2055 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$483K	4.8%
American Funds 2025 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$453K	4.5%
American Funds 2060 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$257K	2.5%
American Funds 2010 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$216K	2.1%
American Funds U.S. Government Money Market Fund Class R-6 Mutual fund	Mutual Funds	—	—	$80K	0.8%
JPMorgan Large Cap Growth Fund Class R-6 Mutual fund	Other securities	—	—	$66K	0.7%
American Funds 2015 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$48K	0.5%
MFS Value Fund Class R6 Mutual fund	Mutual Funds	—	—	$47K	0.5%
Calvert US Large Cap Core Responsible Index Fund Class I Mutual fund	Common Collective Trusts	—	—	$41K	0.4%
American Funds 2065 Target Date Fund Class R-6 Mutual fund	Mutual Funds	—	—	$38K	0.4%
and maturity dates ranging from 2025 to 2028	Other securities	—	—	$34K	0.3%
Vanguard Total International Stock Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$23K	0.2%
PIMCO Income Fund Institutional Class Mutual fund	Mutual Funds	—	—	$16K	0.2%
MFS Mid Cap Value Fund Class R6 Mutual fund	Mutual Funds	—	—	$16K	0.2%
Calvert US Mid Cap Core Responsible Index Fund Class I Mutual fund	Common Collective Trusts	—	—	$16K	0.2%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$15K	0.1%
Impax Ellevate Global Women’s Leadership Fund Institutional Class Mutual fund	Other securities	—	—	$10K	<0.1%
MFS Research International Fund Class R-6 Mutual fund	Mutual Funds	—	—	$9K	<0.1%
MFS Mid Cap Growth Fund Class R-6 Mutual fund	Mutual Funds	—	—	$9K	<0.1%
Metropolitan West Intermediate Bond Fund Class Institutional Mutual fund	Other securities	—	—	$7K	<0.1%