Other · DOL Form 5500 · 2023
The Society for the Preservation of New England Antiquities Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $219,208
- Avg per participant Above avg balance/head
Official DOL plan name: The Society for the Preservation of New England an Defined Contribution Retirement Plan · Sponsored by The Society for the Preservation of New England Antiquities · Massachusetts · Arts, Entertainment & Recreation
$18M in assets, 80 participants
The Society for the Preservation of New England Antiquities's The Society for the Preservation of New England an Defined Contribution Retirement Plan reported $18M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #2,412 in Arts, Entertainment & Recreation (2,945 peers)
The Society for the Preservation of New England Antiquities multi-year trail
The Society for the Preservation of New England Antiquities's plans moved +15.7% in assets from 2022 to 2024; this filing shows The Society for the Preservation of New England an Defined Contribution Retirement Plan at $18M / 80 participants.
- #2,412
- in Arts, Entertainment & Recreation (2,945 peers)
- +16.9%
- assets growth YoY
The Society for the Preservation of New England an Defined Contribution Retirement Plan's outsized position by total assets
The Society for the Preservation of New England an Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,536,665 Top 30% higher than 70% 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
The Society for the Preservation of New England an Defined Contribution Retirement 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. The Society for the Preservation of New England an Defined Contribution Retirement Plan is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Society for the Preservation of New England an Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Society for the Preservation of New England an Defined Contribution Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- The Society for the Preservation of New England an Defined Contribution Retirement Plan reported participants fell from 81 in the plan year 2022 filing to 80 in the plan year 2023 filing.
DOL schedule card
Filing strip 042104937 · The Society for the Preservation of New England Antiquities PY 2023 · Other
The Society for the Preservation of New England an Defined Contribution Retirement Plan · $18M · 80 · 70th
- PART $18M
- TYPE 80
- NET 70th
- BOOK Other
- VS-ST near Colorado Iron Workers Individual Account Trust Fund
- BOY ind #2412
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 →
The Society for the Preservation of New England an Defined Contribution Retirement Plan in the asset neighbourhood
The Society for the Preservation of New England Antiquities multi-year asset trail
Sponsor-wide plan assets over time
All The Society for the Preservation of New England Antiquities plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 15.678802162214623% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $15M |
| 2023 | 1 | 80 | $18M |
| 2024 | 1 | 90 | $17M |
The Society for the Preservation of New England Antiquities filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 042104937 |
| Plan Effective Date | 1969-10-01 |
| 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
The Society for the Preservation of New England an Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Colorado Iron Workers Individual Account Trust Fund in CO ($18M); by covered participants it is Ford Foundation Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Ford Foundation Retirement Plan (NY) 80 · 0 off
- Trillium Employment Services Retirement Plan (WA) 80 · 0 off
- Vail Mountain School 403(b) DC Plan (CO) 80 · 0 off
- The Marshall School DC Plan (MN) 80 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.