Other · DOL Form 5500 · 2023
The Society for the Preservation of New England Antiquities Retirement Plan
Data updated 2026-08-11
- $18M
- Total assets
- 80
- Participants
- 70th
- Percentile by assets
- $219,208
- Avg per participant
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.
- 70th percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 80
- covered participants
- 70th
- percentile by assets (of 127,072 plans)
- $219,208
- avg assets per participant
Where The Society for the Preservation of New England an Defined Contribution Retirement Plan sits 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
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.
The Society for the Preservation of New England Antiquities across 3 plan years on file
Across the 3 plan years The Society for the Preservation of New England Antiquities has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $17M, a gain of 15.7%, while reported participants moved from 81 to 90 (+11.1%). Peak year by sponsor assets: 2023 ($18M); trough: 2022 ($15M).
The Society for the Preservation of New England Antiquities multi-year asset trail
| 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
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Other plans in other states closest to The Society for the Preservation of New England an Defined Contribution Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Society for the Preservation of New England an Defined Contribution Retirement Plan assets move in 2023? ▼
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Multi-year trail
Ways to act on The Society for the Preservation of New England an Defined Contribution Retirement Plan's numbers.
- By total assets, The Society for the Preservation of New England an Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- The Society for the Preservation of New England Antiquities's sponsor-wide assets have grown 15.7% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans