Department of Labor filing

PETERSEN AUTOMOTIVE MUSEUM FOUNDATION

PETERSEN AUTOMOTIVE MUSEUM FOUNDATION 401K PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 12, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

27filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,153

Reported employer contributions per active participant.

Higher than about 21% of comparable plans

#People in the filing

162

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$112 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 42% of comparable plans

↗Investment performance

Not available

Plan assets changed 14.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202427out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions21st percentileTypical peer $1,565 · based on 57 comparable plans

Lower reported administrative expense42nd percentileTypical peer $96 · based on 59 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PETERSEN AUTOMOTIVE MUSEUM FOUNDATION reported $186,826 in employer contributions across the plan and 162 active participants. That works out to $1,153 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 19.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 257.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context27/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $186,826
Participant contributions: $340,542
Other contributions: $0
Employer share of reported contributions: 35.4%
Beginning assets: $3,852,953
Ending assets: $4,395,061
Ending net assets: $4,395,061
Ending liabilities: $0
Total income: $950,154
Total expenses: $408,046
Administrative expenses: $22,367
Participant loans: $168,305

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$968

2023

$1,313

2024

$1,153

Plan-paid administrative expenses per participant

2022

$31

2023

$102

2024

$112

Active participants

2022

125

2023

138

2024

162

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,153	162	4.4M	20250912154322NAL0002171808001
2023	$1,313	138	3.9M	20241015160238NAL0050333488001
2022	$968	125	3.1M	20231013130030NAL0045053840001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 954739699-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 2000
Industry: Arts, entertainment, and recreation
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
AMERICAN UNITED LIFE INSURANCE CO	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250912154322NAL0002171808001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗