Other · DOL Form 5500 · 2022
Massachusetts Audubon Society, Inc. Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 644
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $66,811
- Avg per participant Below avg balance/head
Official DOL plan name: Massachusetts Audubon Society 403(b) Retirement Savings Plan · Sponsored by Massachusetts Audubon Society, Inc. · Massachusetts · Arts, Entertainment & Recreation
$43M in assets, 644 participants
Massachusetts Audubon Society, Inc.'s Massachusetts Audubon Society 403(b) Retirement Savings Plan reported $43M in total assets and 644 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #2,841 in Arts, Entertainment & Recreation (3,077 peers)
Where Massachusetts Audubon Society 403(b) Retirement Savings Plan sits by assets
Massachusetts Audubon Society 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $43M for 644 participants (~$66,811/participant), down 21.4% in 2022.
- #2,841
- in Arts, Entertainment & Recreation (3,077 peers)
- -21.4%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Massachusetts Audubon Society 403(b) Retirement Savings Plan's outsized position by total assets
Massachusetts Audubon Society 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,026,166 Top 13% higher than 87% 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
Massachusetts Audubon Society 403(b) Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Audubon Society 403(b) Retirement Savings Plan sits mid-pack in the medium band (644 participants).
Form 5500 schedule snapshot
Filing strip 042104702 · Massachusetts Audubon Society, Inc. PY 2022 · Other
Massachusetts Audubon Society 403(b) Retirement Savings Plan · $43M · 644 · 87th
- TYPE $43M
- NET 644
- BOOK 87th
- VS-ST Other
- BOY near Mdrc Savings Plan
- SCH ind #2841
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 →
Massachusetts Audubon Society 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$12M |
| Employer EIN | 042104702 |
| Plan Effective Date | 2004-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Audubon Society, Inc.)
Sponsor-wide plan assets over time
All Massachusetts Audubon Society, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 28.025697200164196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 644 | $43M |
| 2023 | 1 | 744 | $52M |
| 2024 | 1 | 791 | $55M |
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
Massachusetts Audubon Society 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Mdrc Savings Plan in NY ($43M); by covered participants it is Gulf Coast Regional Blood Center 403(b) Tax Deferred Annuity Plan in TX (643 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (644 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.