Peabody Essex Museum retirement plan: assets, participants and fees
What Peabody Essex Museum's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Peabody Essex Museum: employer contribution per participant | $2,902 | |
| Peer median | $1,540 |
| Peabody Essex Museum: average balance | $46,348 | |
| Peer median | $48,682 |
| Peabody Essex Museum: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.3M at the end of plan year 2021 to $12M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 262 | $12M | $751K | $2,902 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 244 | $11M | $697K | $2,964 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 228 | $9.1M | $716K | $3,344 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 218 | $11.3M | $633K | $3,001 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Peabody Essex Museum match 401(k) contributions?
The match terms for the Peabody Essex Museum 401(a) Plan have not been published from its filing yet. The plan year 2024 filing reports $751K in employer contributions, about $2,902 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Peabody Essex Museum 401(k) match vested?
The vesting schedule for the Peabody Essex Museum 401(a) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Peabody Essex Museum 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Peabody Essex Museum.
I left Peabody Essex Museum. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Peabody Essex Museum, (978) 745-9500) or the recordkeeper, Fidelity Investments Institutional. The Peabody Essex Museum old 401(k) page lists the contacts from every plan filing. Find an old Peabody Essex Museum 401(k)
Data from the public Form 5500 annual reports Peabody Essex Museum filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Peabody Essex Museum. Not financial advice. Report a correction · Methodology