Other · DOL Form 5500 · 2024
The Society for the Preservation of New Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $192,834
- 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 · Massachusetts · Arts, Entertainment & Recreation
$17M in assets, 90 participants
The Society for the Preservation of New's The Society for the Preservation of New England an Defined Contribution Retirement Plan reported $17M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #2,355 in Arts, Entertainment & Recreation (2,921 peers)
The Society for the Preservation of New multi-year trail
The Society for the Preservation of New'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 $17M / 90 participants.
- #2,355
- in Arts, Entertainment & Recreation (2,921 peers)
- -1.0%
- assets change YoY
The plan reported a net loss of $182K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$17,355,020 Top 33% higher than 67% 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
The Society for the Preservation of New England an Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 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 (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Society for the Preservation of New England an Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$182K in the plan year 2024 filing.
- The Society for the Preservation of New England an Defined Contribution Retirement Plan reported participants rose from 80 in the plan year 2023 filing to 90 in the plan year 2024 filing.
- The Society for the Preservation of New England an Defined Contribution Retirement Plan end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042104937 · The Society for the Preservation of New PY 2024 · Other
The Society for the Preservation of New England an Defined Contribution Retirement Plan · $17M · 90 · 67th
- PART $17M
- TYPE 90
- NET 67th
- BOOK Other
- VS-ST near South Peninsula Hospital 403(b) Plan for Non-Union Employees
- BOY ind #2355
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 multi-year asset trail
Sponsor-wide plan assets over time
All The Society for the Preservation of New 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 filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$182K |
| 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.
- 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
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 South Peninsula Hospital 403(b) Plan for Non-Union Employees in AK ($17M); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- South Peninsula Hospital 403(b) Plan for Non-Union Employees (AK) $17M · 152
- Lifestream Behavioral Center, Inc. Employee Pension Plan (FL) $17M · 704
- National Tropical Botanical Garden Defined Contribution Retirement Plan 403(b) DC and Tda Plan (HI) $17M · 98
- Mayfield Senior School 403 (B) Plan (CA) $17M · 156
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.