Back to filter
Original filing (PDF)20250409105605NAL0037544114001
SUFFOLK COUNTY VANDERBILT MUSEUM
Form 5500-SF
FILING_RECEIVED
THE VANDERBILT MUSEUM DEFINED CONTRIBUTION PLAN & TRUST
Defined-contribution retirement plan
Active participants
81
Accounts w/ balance
85
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUFFOLK COUNTY VANDERBILT MUSEUM.
Plan sponsor
Name
SUFFOLK COUNTY VANDERBILT MUSEUM
EIN
11-6037002
Address
180 LITTLE NECK ROAD · CENTERPORT, NY · 11721
Phone
(631) 854-5579
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
BOARD OF TRUSTEES AS PLAN ADMIN.
EIN
11-6037002
City
CENTERPORT, NY
Phone
(631) 854-5579
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-09
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
COASTAL HERITAGE SOCIETY
COASTAL HERITAGE SOCIETY 401(K) PLAN
$1.6M · 51 participants
MAINE MARITIME MUSEUM
MAINE MARITIME MUSEUM 403(B) PLAN
$1.6M · 31 participants
THE MONTCLAIR ART MUSEUM
THE MONTCLAIR ART MUSEUM RETIREMENT PLAN
$1.6M · 56 participants
ASPEN HISTORICAL SOCIETY
ASPEN HISTORICAL SOCIETY 403(B) PLAN
$1.6M · 32 participants
GETTYSBURG HERITAGE ENTERPRISES, INC.
GETTYSBURG HERITAGE ENTERPRISES, INC. 401(K) PLAN
$1.6M · 35 participants
THE MARITIME AQUARIUM AT NORWALK, INC.
THE MARITIME AQUARIUM AT NORWALK, INC. TAX-DEFERRED ANNUITY PLAN
$1.6M · 65 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
