Other · DOL Form 5500 · 2022
Facing History and Ourselves, Inc. Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 168
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $181,033
- Avg per participant Above avg balance/head
Official DOL plan name: Facing History and Ourselves 403(b) Plan · Sponsored by Facing History and Ourselves, Inc. · Massachusetts · Educational Services
$30M in assets, 168 participants
Facing History and Ourselves, Inc.'s Facing History and Ourselves 403(b) Plan reported $30M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,774 in Educational Services (4,024 peers)
Coverage in Massachusetts
Facing History and Ourselves 403(b) Plan covers 168 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $30M.
- #2,774
- in Educational Services (4,024 peers)
- +13.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Facing History and Ourselves 403(b) Plan's outsized position by total assets
Facing History and Ourselves 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,413,599 Top 17% higher than 83% 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
Facing History and Ourselves 403(b) 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. Facing History and Ourselves 403(b) Plan sits mid-pack in the medium band (168 participants).
Plan-year Form 5500 strip
Filing strip 042761636 · Facing History and Ourselves, Inc. PY 2022 · Other
Facing History and Ourselves 403(b) Plan · $30M · 168 · 83rd
- SCH $30M
- SCH 168
- SCH 83rd
- SCH Other
- SCH near Mitchell College Retirement Plan
- SCH ind #2774
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 Educational Services retirement plans → · Plans in Massachusetts →
Facing History and Ourselves 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 042761636 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Facing History and Ourselves, Inc.)
Sponsor-wide plan assets over time
All Facing History and Ourselves, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 23.17253541746243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $30M |
| 2023 | 1 | 188 | $34M |
| 2024 | 1 | 196 | $37M |
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
Facing History and Ourselves 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Mitchell College Retirement Plan in CT ($30M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Windward School Defined Contribution Retirement Plan (CA) 168 · 0 off
- Los Angeles Regional Food Bank 403(b) Plan (CA) 168 · 0 off
- Nevada Donor Network 403(b) Plan (NV) 168 · 0 off
- Meals on Wheels San Francisco 403(b) Retirement Plan (CA) 168 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.