Other · DOL Form 5500 · 2023
New England Historic Genealogical Society Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $153,489
- Avg per participant Above 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
$14M in assets, 93 participants
New England Historic Genealogical Society's New England Historic Genealogical Society Defined Contribution Plan reported $14M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #2,335 in Arts, Entertainment & Recreation (2,945 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 $14M / 93 participants.
- #2,335
- in Arts, Entertainment & Recreation (2,945 peers)
- +24.5%
- assets growth YoY
New England Historic Genealogical Society Defined Contribution Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
New England Historic Genealogical Society Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,274,462 Top 34% higher than 66% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
New England Historic Genealogical Society Defined Contribution Plan among smaller filed plans by headcount
Plan-year 2023 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 (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New England Historic Genealogical Society Defined Contribution Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- New England Historic Genealogical Society Defined Contribution Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- New England Historic Genealogical Society Defined Contribution Plan reported participants rose from 89 in the plan year 2022 filing to 93 in the plan year 2023 filing.
DOL schedule card
Filing strip 042104757 · New England Historic Genealogical Society PY 2023 · Other
New England Historic Genealogical Society Defined Contribution Plan · $14M · 93 · 66th
- BOOK $14M
- BOOK 93
- BOOK 66th
- BOOK Other
- BOOK near Corban University Defined Contribution Retirement Plan
- BOOK ind #2335
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 (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| 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 $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
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 Corban University Defined Contribution Retirement Plan in OR ($14M); by covered participants it is Village Community School 403(b) Defined Contribution Plan in NY (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Corban University Defined Contribution Retirement Plan (OR) $14M · 252
- Vnu 403(b) Plan (IA) $14M · 287
- Lieber Institute, Inc. 403(b) Plan (MD) $14M · 121
- Pcc Community Wellness Center 403(b) Plan (IL) $14M · 523
Similar participant headcount
Nearest other-state filings by covered participants (93 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.