Retirement plan

WINGS MUSEUM 403(B) PLAN

Name: WINGS OVER THE ROCKIES AIR & SPACE MUSEUM - WINGS MUSEUM 403(B) PLAN (2025) Form 5500
Creator: WINGS OVER THE ROCKIES AIR & SPACE MUSEUM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINGS MUSEUM 403(B) PLAN, WINGS OVER THE ROCKIES AIR & SPACE MUSEUM

WINGS OVER THE ROCKIES AIR & SPACE MUSEUMEIN 84-0931491Plan #001PY 2025

7711 EAST ACADEMY BOULEVARD - DENVER, CO 80230303-360-5360wingsmuseum.orgLinkedIn11-50 employeesmuseums and institutions

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$970K

+18.4% from 2024

Total participants

-18.9% from 2024

Average account balance

$11,826

+34.3% from 2024

Annual return

12.56%

+1.43 pp from 2024

Benchmarks

See 2,145 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,145 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$970K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$12K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

128.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$251K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2640

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2M2S2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$216K

$3382 / participant

Other / not subdivided$216K100.0%

% of EOY assets

22.323%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,826

$53,063-77.7%

$124,206-90.5%

$82,637-85.7%

Participation rate

87.5%

58.4%+29.1pp

69.6%+17.9pp

68.1%+19.4pp

Annual return

12.56%

68.87%-56.3pp

515.27%-502.7pp

53.51%-40.9pp

Employer contribution / active EE

$841

$1,530-45.1%

$3,540-76.3%

$2,552-67.1%

Participant deferral / active EE

$3,084

$2,644+16.6%

$3,968-22.3%

$4,126-25.3%

Admin fee / account holder

$2,640

$4,281-38.3%

$5,929-55.5%

$7,339-64.0%

WINGS MUSEUM 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINGS MUSEUM 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion