Find an old Whitney Museum of American Art 401(k)

Who to contact about an account in each of the 2 Whitney Museum of American Art plans, from the filings. Free, no sign-up, no Social Security number.

Whitney Museum of American Art 403(b) Retirement Plan

Whitney Museum of American Art · Plan 003 · EIN 13-1789318 · New York, NY

Active · plan year 2024 filing403(b)
Plan administratorWhitney Museum of American Art
99 Gansevoort Street, New York, NY 10014
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances278 separated participants still had money in the planForm 5500 ↗

Whitney Museum of American Art Retirement Plan

Whitney Museum of American Art · Plan 002 · EIN 13-1789318 · New York, NY

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorWhitney Museum of American Art
99 Gansevoort Street, New York, NY 10014
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances88 separated participants still had money in the planForm 5500 ↗

Whitney Museum of American Art 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Whitney Museum of American Art 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Whitney Museum of American Art, (212) 606-0393. The accounts are held by the recordkeeper, TIAA. Have your Social Security number and dates of employment ready.

What is the Whitney Museum of American Art 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (212) 606-0393.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Whitney Museum of American Art and does not hold accounts. Not financial advice. Report a correction