Other · DOL Form 5500 · 2024
Facing History & Ourselves, Inc. Retirement Plan
Data updated 2026-08-11
- $37M
- Total assets
- 196
- Participants
- 81st
- Percentile by assets
- $191,129
- Avg per participant
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.
- 81st percentile by assets (of 123,622 plans)
- #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.
- $37M
- total plan assets (2024 EOY)
- 196
- covered participants
- 81st
- percentile by assets (of 123,622 plans)
- $191,129
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Facing History and Ourselves, Inc. 403(b) Plan reports 196 participants - about 30% of that state average ($37M EOY assets).
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.)
| 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.
Facing History and Ourselves, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Facing History and Ourselves, Inc. 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Facing History and Ourselves, Inc. 403(b) Plan assets move in 2024? ▼
How have Facing History & Ourselves, Inc. plan assets changed over time? ▼
Where does Facing History and Ourselves, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Facing History and Ourselves, Inc. 403(b) Plan? ▼
Next read for Facing History and Ourselves, Inc. 403(b…
Filing takeaways
Ways to act on Facing History and Ourselves, Inc. 403(b) Plan's numbers.
- By total assets, Facing History and Ourselves, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Facing History & Ourselves, Inc.'s sponsor-wide assets have grown 23.2% since 2022 across 3 plan years on file. More Educational Services plans