Other · DOL Form 5500 · 2023
Massachusetts Audubon Society, Inc. Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 744
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $69,515
- 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
$52M in assets, 744 participants
Massachusetts Audubon Society, Inc.'s Massachusetts Audubon Society 403(b) Retirement Savings Plan reported $52M in total assets and 744 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,710 in Arts, Entertainment & Recreation (2,945 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, $52M for 744 participants (~$69,515/participant), up 20.2% in 2023.
- #2,710
- in Arts, Entertainment & Recreation (2,945 peers)
- +20.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$51,719,497 Top 14% higher than 86% 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
Massachusetts Audubon Society 403(b) Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 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 (744 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Massachusetts Audubon Society 403(b) Retirement Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Massachusetts Audubon Society 403(b) Retirement Savings Plan end-of-year assets rose from $43M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Massachusetts Audubon Society 403(b) Retirement Savings Plan reported participants rose from 644 in the plan year 2022 filing to 744 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042104702 · Massachusetts Audubon Society, Inc. PY 2023 · Other
Massachusetts Audubon Society 403(b) Retirement Savings Plan · $52M · 744 · 86th
- BOOK $52M
- BOOK 744
- BOOK 86th
- BOOK Other
- BOOK near United States Fund for Unicef Defined Contribution Retirement Plan
- BOOK ind #2710
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 (2023)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $9M |
| 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 $4.7B · 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
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 United States Fund for Unicef Defined Contribution Retirement Plan in NY ($52M); by covered participants it is Local Union 317 Electrical Pension Plan in WV (744 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- United States Fund for Unicef Defined Contribution Retirement Plan (NY) $52M · 293
- Chicago Area Ib of T Severance and Retirement Plan (IL) $52M · 1,277
- Mental Health Center of Denver Retirement Plan (CO) $52M · 1,070
- The Buckley School in the City of New York 403(b) Defined Contribution Plan (NY) $52M · 94
Similar participant headcount
Nearest other-state filings by covered participants (744 participants); asset peers above are excluded.
- Local Union 317 Electrical Pension Plan (WV) 744 · 0 off
- Community Hospitals and Wellness Centers 403(b) Plan (OH) 744 · 0 off
- Ole Health 403(b) Plan (CA) 743 · 1 off
- St. John's Community Services Tax Sheltered Annuity Plan (DC) 746 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.