Other · DOL Form 5500 · 2023
Union of Concerned Scientists, Inc. Retirement Plan
Data updated 2026-08-11
- $58M
- Total assets
- 215
- Participants
- 87th
- Percentile by assets
- $269,082
- Avg per participant
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.
- 87th percentile by assets (of 127,072 plans)
- #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.
- $58M
- total plan assets (2023 EOY)
- 215
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $269,082
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Union of Concerned Scientists, Inc. 403b Plan reports 215 participants - about 33% of that state average ($58M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $9M |
| Employer EIN | 042535767 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union of Concerned Scientists, Inc.)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Union of Concerned Scientists, Inc. 403b Plan by total assets, not by location.
- American Society of Civil Engineers Tax Deferred Annuity Plan (VA) $58M · 234
- Plumbers & Pipefitters Local 760 Savings and Investment Plan (AL) $58M · 1,319
- Chimes International Limited 403(b) Plan (MD) $58M · 2,249
- Community Hospital 403(b) Plan (CO) $58M · 1,251
Frequently Asked Questions
How did Union of Concerned Scientists, Inc. 403b Plan assets move in 2023? ▼
How have Union of Concerned Scientists, Inc. plan assets changed over time? ▼
Where does Union of Concerned Scientists, Inc. 403b Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Union of Concerned Scientists, Inc. 403b Plan? ▼
Next read for Union of Concerned Scientists, Inc. 403b…
Filing takeaways
Ways to act on Union of Concerned Scientists, Inc. 403b Plan's numbers.
- By total assets, Union of Concerned Scientists, Inc. 403b Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Union of Concerned Scientists, Inc.'s sponsor-wide assets have grown 39.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans