Other · DOL Form 5500 · 2022
New England Historic Genealogical Society Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $128,821
- Avg per participant Near avg balance/head
Official DOL plan name: New England Historic Genealogical Society Defined Contribution Plan · Sponsored by New England Historic Genealogical Society · Massachusetts · Arts, Entertainment & Recreation
$11M in assets, 89 participants
New England Historic Genealogical Society's New England Historic Genealogical Society Defined Contribution Plan reported $11M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,443 in Arts, Entertainment & Recreation (3,077 peers)
New England Historic Genealogical Society multi-year trail
New England Historic Genealogical Society's plans moved +46.0% in assets from 2022 to 2024; this filing shows New England Historic Genealogical Society Defined Contribution Plan at $11M / 89 participants.
- #2,443
- in Arts, Entertainment & Recreation (3,077 peers)
- -14.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New England Historic Genealogical Society Defined Contribution Plan's outsized position by total assets
New England Historic Genealogical Society Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,465,099 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
New England Historic Genealogical Society Defined Contribution Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New England Historic Genealogical Society Defined Contribution Plan is a small filing (89 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 042104757 · New England Historic Genealogical Society PY 2022 · Other
New England Historic Genealogical Society Defined Contribution Plan · $11M · 89 · 68th
- EIN $11M
- RANK 89
- PHOTO 68th
- IND Other
- EOY near The Kings Academy Inc. 403b Retirement Plan
- 5500 ind #2443
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in Massachusetts →
New England Historic Genealogical Society Defined Contribution Plan in the asset neighbourhood
New England Historic Genealogical Society multi-year asset trail
Sponsor-wide plan assets over time
All New England Historic Genealogical Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 45.98797620500268% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $11M |
| 2023 | 1 | 93 | $14M |
| 2024 | 1 | 97 | $17M |
New England Historic Genealogical Society filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 042104757 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
New England Historic Genealogical Society Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Kings Academy Inc. 403b Retirement Plan in FL ($11M); by covered participants it is Marymount California University Defined Contribution Plan in CA (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.