Other · DOL Form 5500 · 2024
Union of Concerned Scientists, Inc. Retirement Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 216
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $313,823
- Avg per participant High balance/head
Official DOL plan name: Union of Concerned Scientists, Inc. 403b Plan · Sponsored by Union of Concerned Scientists, Inc. · Massachusetts · Professional & Technical Services
$68M in assets, 216 participants
Union of Concerned Scientists, Inc.'s Union of Concerned Scientists, Inc. 403b Plan reported $68M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #17,809 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Union of Concerned Scientists, Inc. 403b Plan covers 216 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $68M.
- #17,809
- in Professional & Technical Services (20,173 peers)
- +17.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Union of Concerned Scientists, Inc. 403b Plan's outsized position by total assets
Union of Concerned Scientists, Inc. 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,785,750 Top 13% higher than 87% 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
Union of Concerned Scientists, Inc. 403b 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. Union of Concerned Scientists, Inc. 403b Plan sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Union of Concerned Scientists, Inc. 403b Plan end-of-year assets rose from $58M in the plan year 2023 filing to $68M in the plan year 2024 filing.
- Union of Concerned Scientists, Inc. 403b Plan reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042535767 · Union of Concerned Scientists, Inc. PY 2024 · Other
Union of Concerned Scientists, Inc. 403b Plan · $68M · 216 · 87th
- EOY $68M
- EOY 216
- EOY 87th
- EOY Other
- EOY near The Museum of Fine Arts, Houston Retirement Savings Plan
- EOY ind #17809
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Union of Concerned Scientists, Inc. 403b Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $10M |
| Employer EIN | 042535767 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union of Concerned Scientists, Inc.)
Sponsor-wide plan assets over time
All Union of Concerned Scientists, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $68M 39.64329459106536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 207 | $49M |
| 2023 | 1 | 215 | $58M |
| 2024 | 1 | 216 | $68M |
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
Union of Concerned Scientists, Inc. 403b Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Museum of Fine Arts, Houston Retirement Savings Plan in TX ($68M); by covered participants it is Clara Martin Center 403(b) Plan in VT (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- The Museum of Fine Arts, Houston Retirement Savings Plan (TX) $68M · 783
- 401(k) Profit-Sharing Plan for Employees of Mclarty Automotive Group, LLC (AR) $68M · 1,782
- Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan (NY) $68M · 2,768
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan (GA) $68M · 1,200
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Clara Martin Center 403(b) Plan (VT) 216 · 0 off
- Community Legal Services Retirement Plan (PA) 216 · 0 off
- North Shore Hebrew Academy Defined Contribution Retirement Plan (NY) 216 · 0 off
- American National Standards Institute 403(b) Plan (NY) 216 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.