Other · DOL Form 5500 · 2022

Union of Concerned Scientists, Inc. Retirement Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
207
Participants Below avg headcount
88th
Percentile by assets National rank
$234,503
Avg per participant Above avg balance/head
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Official DOL plan name: Union of Concerned Scientists, Inc. 403b Plan · Sponsored by Union of Concerned Scientists, Inc. · Massachusetts · Professional & Technical Services

$49M in assets, 207 participants

Union of Concerned Scientists, Inc.'s Union of Concerned Scientists, Inc. 403b Plan reported $49M in total assets and 207 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,147 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Union of Concerned Scientists, Inc. 403b Plan covers 207 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $49M.

#19,147
in Professional & Technical Services (21,562 peers)
-17.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union of Concerned Scientists, Inc. 403b Plan's outsized position by total assets

Union of Concerned Scientists, Inc. 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$48,542,073 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Union of Concerned Scientists, Inc. 403b 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. Union of Concerned Scientists, Inc. 403b Plan sits mid-pack in the medium band (207 participants).

Published 5500 schedule card

Filing strip 042535767 · Union of Concerned Scientists, Inc. PY 2022 · Other

Union of Concerned Scientists, Inc. 403b Plan · $49M · 207 · 88th

  • 5500 $49M
  • 5500 207
  • 5500 88th
  • 5500 Other
  • 5500 near Modern Language Association Defined Contribution Retirement Plan
  • 5500 ind #19147

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Union of Concerned Scientists, Inc. 403b Plan in the asset neighbourhood

Modern Language Association Defined Contribution Retirement PlanModern Language Association …$49MBethany Christian Services Tax Sheltered Savings Retirement PlanBethany Christian Services T…$49MUnion of Concerned Scientists, Inc. 403b PlanUnion of Concerned Scientist…$49MOptical Society of America Defined Contribution Retirement PlanOptical Society of America D…$49MNewark Academy DC Retirement PlanNewark Academy DC Retirement…$48M
End-of-year total assets ($M) among Union of Concerned Scientists, Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$49M
Net Income-$10M
Employer EIN042535767
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union of Concerned Scientists, Inc.)

Sponsor-wide plan assets over time

All Union of Concerned Scientists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 39.64329459106536% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $48.5M $67.8M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 207 $49M
2023 1 215 $58M
2024 1 216 $68M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Union of Concerned Scientists, Inc. 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Union of Concerned Scientists, Inc. 403b Plan, Total assets ($B): 0.048542073 · Participants: 207Union of Concerned Scientists, Inc. 403b PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Union of Concerned Scientists, Inc. 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Union of Concerned Scientists, Inc. 403b Plan side-by-side with 3 peers →

Union of Concerned Scientists, Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Modern Language Association Defined Contribution Retirement Plan in NY ($49M); by covered participants it is Pleasant View Retirement Community 403(b) Plan in PA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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.

Frequently Asked Questions

How did Union of Concerned Scientists, Inc. 403b Plan assets move in 2022? ▼
Union of Concerned Scientists, Inc. 403b Plan declined sharply - down 17.7% during 2022, from $59M to $49M. Reported net income was -$10M.
How have Union of Concerned Scientists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union of Concerned Scientists, Inc.'s sponsor-wide assets grew 39.6%, from $49M to $68M.
Where does Union of Concerned Scientists, Inc. 403b Plan rank by assets among Form 5500 filers? ▼
Union of Concerned Scientists, Inc. 403b Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Union of Concerned Scientists, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by assets is Modern Language Association Defined Contribution Retirement Plan in NY ($49M, 87 participants).
Which Other plans cover a similar participant headcount to Union of Concerned Scientists, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Pleasant View Retirement Community 403(b) Plan in PA (207 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042535767.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.