Other · DOL Form 5500 · 2024
Massachusetts Audubon Society, Inc. Retirement Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 791
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $69,639
- Avg per participant Below avg balance/head
Official DOL plan name: Massachusetts Audubon Society 403(b) Retirement Savings Plan · Sponsored by Massachusetts Audubon Society, Inc. · Massachusetts · Arts, Entertainment & Recreation
$55M in assets, 791 participants
Massachusetts Audubon Society, Inc.'s Massachusetts Audubon Society 403(b) Retirement Savings Plan reported $55M in total assets and 791 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,676 in Arts, Entertainment & Recreation (2,921 peers)
Where Massachusetts Audubon Society 403(b) Retirement Savings Plan sits by assets
Massachusetts Audubon Society 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $55M for 791 participants (~$69,639/participant), up 6.5% in 2024.
- #2,676
- in Arts, Entertainment & Recreation (2,921 peers)
- +6.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Massachusetts Audubon Society 403(b) Retirement Savings Plan's outsized position by total assets
Massachusetts Audubon Society 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,084,549 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Massachusetts Audubon Society 403(b) Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Audubon Society 403(b) Retirement Savings Plan sits mid-pack in the medium band (791 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Massachusetts Audubon Society 403(b) Retirement Savings Plan reported net income fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Massachusetts Audubon Society 403(b) Retirement Savings Plan end-of-year assets rose from $52M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Massachusetts Audubon Society 403(b) Retirement Savings Plan reported participants rose from 744 in the plan year 2023 filing to 791 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042104702 · Massachusetts Audubon Society, Inc. PY 2024 · Other
Massachusetts Audubon Society 403(b) Retirement Savings Plan · $55M · 791 · 85th
- PCT $55M
- PCT 791
- PCT 85th
- PCT Other
- PCT near American Association for Cancer Research 403(b) Plan
- PCT ind #2676
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 →
Massachusetts Audubon Society 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $3M |
| Employer EIN | 042104702 |
| Plan Effective Date | 2004-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Audubon Society, Inc.)
Sponsor-wide plan assets over time
All Massachusetts Audubon Society, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 28.025697200164196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 644 | $43M |
| 2023 | 1 | 744 | $52M |
| 2024 | 1 | 791 | $55M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Massachusetts Audubon Society 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is American Association for Cancer Research 403(b) Plan in PA ($55M); by covered participants it is Easterseals Arkansas 403(b) Plan in AR (791 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (791 participants); asset peers above are excluded.
- Easterseals Arkansas 403(b) Plan (AR) 791 · 0 off
- Gifford Health Care, Inc. 403(b) Retirement Plan (VT) 792 · 1 off
- Margaret Mary Health Savings Plan (IN) 790 · 1 off
- North County Health Project, Inc. 403(b) Plan (CA) 789 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.