Other · DOL Form 5500 · 2024
Facing History & Ourselves, Inc. Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 196
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $191,129
- Avg per participant Above avg balance/head
Official DOL plan name: Facing History and Ourselves, Inc. 403(b) Plan · Sponsored by Facing History & Ourselves, Inc. · Massachusetts · Educational Services
$37M in assets, 196 participants
Facing History & Ourselves, Inc.'s Facing History and Ourselves, Inc. 403(b) Plan reported $37M in total assets and 196 participants in its 2024 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.
- #2,421 in Educational Services (3,638 peers)
Coverage in Massachusetts
Facing History and Ourselves, Inc. 403(b) Plan covers 196 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $37M.
- #2,421
- in Educational Services (3,638 peers)
- +10.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Facing History and Ourselves, Inc. 403(b) Plan's outsized position by total assets
Facing History and Ourselves, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,461,201 Top 19% higher than 81% 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
Facing History and Ourselves, Inc. 403(b) 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. Facing History and Ourselves, Inc. 403(b) Plan sits mid-pack in the medium band (196 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Facing History and Ourselves, Inc. 403(b) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Facing History and Ourselves, Inc. 403(b) Plan reported participants rose from 188 in the plan year 2023 filing to 196 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042761636 · Facing History & Ourselves, Inc. PY 2024 · Other
Facing History and Ourselves, Inc. 403(b) Plan · $37M · 196 · 81st
- VS-ST $37M
- VS-ST 196
- VS-ST 81st
- VS-ST Other
- VS-ST near 403(b) Thrift Plan of El Centro Del Barrio
- VS-ST ind #2421
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, Inc. 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 042761636 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Facing History & Ourselves, Inc.)
Sponsor-wide plan assets over time
All Facing History & 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.
- 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
Facing History and Ourselves, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of El Centro Del Barrio in TX ($37M); by covered participants it is The Pennington School DC Retirement Plan in NJ (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- 403(b) Thrift Plan of El Centro Del Barrio (TX) $37M · 875
- Ndi 403(b) Plan (DC) $37M · 410
- Rockford University Retirement Savings Plan (IL) $37M · 271
- Mount Vernon Ladies' Association of the Union 403(b) Plan (VA) $37M · 594
Similar participant headcount
Nearest other-state filings by covered participants (196 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.