Other · DOL Form 5500 · 2023
Facing History and Ourselves, Inc. Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $180,635
- Avg per participant Above avg balance/head
Official DOL plan name: Facing History and Ourselves 403(b) Plan · Sponsored by Facing History and Ourselves, Inc. · Massachusetts · Educational Services
$34M in assets, 188 participants
Facing History and Ourselves, Inc.'s Facing History and Ourselves 403(b) Plan reported $34M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #2,493 in Educational Services (3,735 peers)
Coverage in Massachusetts
Facing History and Ourselves 403(b) Plan covers 188 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $34M.
- #2,493
- in Educational Services (3,735 peers)
- +11.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Facing History and Ourselves 403(b) Plan's outsized position by total assets
Facing History and Ourselves 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,959,325 Top 19% higher than 81% 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
Facing History and Ourselves 403(b) 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. Facing History and Ourselves 403(b) Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Facing History and Ourselves 403(b) Plan reported participants rose from 168 in the plan year 2022 filing to 188 in the plan year 2023 filing.
- Facing History and Ourselves 403(b) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
DOL schedule card
Filing strip 042761636 · Facing History and Ourselves, Inc. PY 2023 · Other
Facing History and Ourselves 403(b) Plan · $34M · 188 · 81st
- EIN $34M
- RANK 188
- PHOTO 81st
- IND Other
- EOY near The Nueva School Defined Contribution Retirement Plan
- 5500 ind #2493
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 Educational Services retirement plans → · Plans in Massachusetts →
Facing History and Ourselves 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 042761636 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Facing History and Ourselves, Inc.)
Sponsor-wide plan assets over time
All Facing History and Ourselves, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 23.17253541746243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $30M |
| 2023 | 1 | 188 | $34M |
| 2024 | 1 | 196 | $37M |
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
Facing History and Ourselves 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Nueva School Defined Contribution Retirement Plan in CA ($34M); by covered participants it is Charlotte Christian School Retirement Plan in NC (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Charlotte Christian School Retirement Plan (NC) 188 · 0 off
- 403(b) Thrift Plan of Creative Child Care, Inc. (CA) 188 · 0 off
- Saint Mary's Home of Erie 403(b) Plan (PA) 188 · 0 off
- Leaders in Our Neighborhood Charter School 403(b) DC Plan (NY) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.