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Original filing (PDF)20250401164049NAL0004510787001
THE MUSEUM OF MODERN ART
Form 5500
FILING_RECEIVED
THE MUSEUM OF MODERN ART PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
144
Accounts w/ balance
—
Plan assets (EOY)
$118.3M
Net assets (EOY)
$117.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 111% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MUSEUM OF MODERN ART.
Plan sponsor
Name
THE MUSEUM OF MODERN ART
EIN
13-1624100
Address
11 WEST 53RD STREET · NEW YORK, NY · 100195401
Phone
(212) 708-9584
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-01
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST | 22-3558384 | — | TRUSTEE | $31K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $139K | — |
| PKF O'CONNOR DAVIES, LLP | 27-1728945 | — | NONE | $39K | — |
| INCOME RESEARCH & MANAGEMENT | 04-2955404 | — | NONE | $21K | — |
| BNY MELLON | 13-5160382 | — | NONE | $21K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.