Other · DOL Form 5500 · 2023

Union of Concerned Scientists, Inc. Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
215
Participants Below avg headcount
87th
Percentile by assets National rank
$269,082
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union of Concerned Scientists, Inc. 403b Plan · Sponsored by Union of Concerned Scientists, Inc. · Massachusetts · Professional & Technical Services

$58M in assets, 215 participants

Union of Concerned Scientists, Inc.'s Union of Concerned Scientists, Inc. 403b Plan reported $58M in total assets and 215 participants in its 2023 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.

  • #17,904 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Union of Concerned Scientists, Inc. 403b Plan covers 215 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $58M.

#17,904
in Professional & Technical Services (20,321 peers)
+19.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$57,852,577 Top 13% higher than 87% of 127,068 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 2023

Union of Concerned Scientists, Inc. 403b 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. Union of Concerned Scientists, Inc. 403b Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union of Concerned Scientists, Inc. 403b Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Union of Concerned Scientists, Inc. 403b Plan end-of-year assets rose from $49M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Union of Concerned Scientists, Inc. 403b Plan reported participants rose from 207 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042535767 · Union of Concerned Scientists, Inc. PY 2023 · Other

Union of Concerned Scientists, Inc. 403b Plan · $58M · 215 · 87th

  • 5500 $58M
  • 5500 215
  • 5500 87th
  • 5500 Other
  • 5500 near American Society of Civil Engineers Tax Deferred Annuity Plan
  • 5500 ind #17904

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

Plumbers & Pipefitters Local 760 Savings and Investment PlanPlumbers & Pipefitters Local…$58MCommunity Hospital 403(b) PlanCommunity Hospital 403(b) Pl…$58MAmerican Society of Civil Engineers Tax Deferred Annuity PlanAmerican Society of Civil En…$58MUnion of Concerned Scientists, Inc. 403b PlanUnion of Concerned Scientist…$58MChimes International Limited 403(b) PlanChimes International Limited…$58M
End-of-year total assets ($M) among Union of Concerned Scientists, Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$58M
Net Income$9M
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 -20246 Total assets ($B) Participants Union of Concerned Scientists, Inc. 403b Plan, Total assets ($B): 0.057852577 · Participants: 215Union of Concerned Scientists, Inc. 403b PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement 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 American Society of Civil Engineers Tax Deferred Annuity Plan in VA ($58M); by covered participants it is The Wheeler School Defined Contribution Retirement Plan in RI (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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.

Frequently Asked Questions

How did Union of Concerned Scientists, Inc. 403b Plan assets move in 2023? ▼
Union of Concerned Scientists, Inc. 403b Plan grew sharply - up 19.2% during 2023, from $49M to $58M. Reported net income was $9M.
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 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 American Society of Civil Engineers Tax Deferred Annuity Plan in VA ($58M, 234 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 The Wheeler School Defined Contribution Retirement Plan in RI (215 participants, $65M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.