MASSACHUSETTS HISTORICAL SOCIETY
Plan context: MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN
EIN 04-2108374 • Boston, MA • 30 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
108
2024 Assets
$20,216,844
2024 Contributions
$587,544
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 108 | $20,216,844 | $587,544 | $5,440iApproximate average salary by contribution assumption: employee only about $136,006 at 4% or $90,670 at 6%; with 50% employer match about $90,670 at 4% or $60,447 at 6%; with 100% employer match about $68,003 at 4% or $45,335 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 108 | $20,216,844 | $587,544 | $5,440iApproximate average salary by contribution assumption: employee only about $136,006 at 4% or $90,670 at 6%; with 50% employer match about $90,670 at 4% or $60,447 at 6%; with 100% employer match about $68,003 at 4% or $45,335 at 6%. |
| 2023 | 1 | 107 | $17,953,084 | $579,541 | $5,416iApproximate average salary by contribution assumption: employee only about $135,407 at 4% or $90,271 at 6%; with 50% employer match about $90,271 at 4% or $60,181 at 6%; with 100% employer match about $67,703 at 4% or $45,136 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 107 | $17,953,084 | $579,541 | $5,416iApproximate average salary by contribution assumption: employee only about $135,407 at 4% or $90,271 at 6%; with 50% employer match about $90,271 at 4% or $60,181 at 6%; with 100% employer match about $67,703 at 4% or $45,136 at 6%. |
| 2022 | 1 | 97 | $15,616,066 | $544,574 | $5,614iApproximate average salary by contribution assumption: employee only about $140,354 at 4% or $93,569 at 6%; with 50% employer match about $93,569 at 4% or $62,380 at 6%; with 100% employer match about $70,177 at 4% or $46,785 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 97 | $15,616,066 | $544,574 | $5,614iApproximate average salary by contribution assumption: employee only about $140,354 at 4% or $93,569 at 6%; with 50% employer match about $93,569 at 4% or $62,380 at 6%; with 100% employer match about $70,177 at 4% or $46,785 at 6%. |
| 2021 | 1 | 62 | $13,741,712 | $562,653 | $9,075iApproximate average salary by contribution assumption: employee only about $226,876 at 4% or $151,251 at 6%; with 50% employer match about $151,251 at 4% or $100,834 at 6%; with 100% employer match about $113,438 at 4% or $75,625 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 62 | $13,741,712 | $562,653 | $9,075iApproximate average salary by contribution assumption: employee only about $226,876 at 4% or $151,251 at 6%; with 50% employer match about $151,251 at 4% or $100,834 at 6%; with 100% employer match about $113,438 at 4% or $75,625 at 6%. |
| 2020 | 1 | 88 | $14,900,821 | $521,764 | $5,929iApproximate average salary by contribution assumption: employee only about $148,228 at 4% or $98,819 at 6%; with 50% employer match about $98,819 at 4% or $65,879 at 6%; with 100% employer match about $74,114 at 4% or $49,409 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 88 | $14,900,821 | $521,764 | $5,929iApproximate average salary by contribution assumption: employee only about $148,228 at 4% or $98,819 at 6%; with 50% employer match about $98,819 at 4% or $65,879 at 6%; with 100% employer match about $74,114 at 4% or $49,409 at 6%. |
| 2019 | 1 | 83 | $10,693,025 | $0 | - |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 83 | $10,693,025 | - | - |
| 2018 | 1 | 83 | $10,693,025 | $506,192 | $6,099iApproximate average salary by contribution assumption: employee only about $152,467 at 4% or $101,645 at 6%; with 50% employer match about $101,645 at 4% or $67,763 at 6%; with 100% employer match about $76,234 at 4% or $50,822 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 83 | $10,693,025 | $506,192 | $6,099iApproximate average salary by contribution assumption: employee only about $152,467 at 4% or $101,645 at 6%; with 50% employer match about $101,645 at 4% or $67,763 at 6%; with 100% employer match about $76,234 at 4% or $50,822 at 6%. |
| 2017 | 1 | 77 | $10,582,265 | $373,310 | $4,848iApproximate average salary by contribution assumption: employee only about $121,205 at 4% or $80,803 at 6%; with 50% employer match about $80,803 at 4% or $53,869 at 6%; with 100% employer match about $60,602 at 4% or $40,402 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 77 | $10,582,265 | $373,310 | $4,848iApproximate average salary by contribution assumption: employee only about $121,205 at 4% or $80,803 at 6%; with 50% employer match about $80,803 at 4% or $53,869 at 6%; with 100% employer match about $60,602 at 4% or $40,402 at 6%. |
| 2016 | 1 | 77 | $9,819,976 | $400,677 | $5,204iApproximate average salary by contribution assumption: employee only about $130,090 at 4% or $86,727 at 6%; with 50% employer match about $86,727 at 4% or $57,818 at 6%; with 100% employer match about $65,045 at 4% or $43,363 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 77 | $9,819,976 | $400,677 | $5,204iApproximate average salary by contribution assumption: employee only about $130,090 at 4% or $86,727 at 6%; with 50% employer match about $86,727 at 4% or $57,818 at 6%; with 100% employer match about $65,045 at 4% or $43,363 at 6%. |
| 2015 | 1 | 49 | $8,404,910 | $329,872 | $6,732iApproximate average salary by contribution assumption: employee only about $168,302 at 4% or $112,201 at 6%; with 50% employer match about $112,201 at 4% or $74,801 at 6%; with 100% employer match about $84,151 at 4% or $56,101 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 49 | $8,404,910 | $329,872 | $6,732iApproximate average salary by contribution assumption: employee only about $168,302 at 4% or $112,201 at 6%; with 50% employer match about $112,201 at 4% or $74,801 at 6%; with 100% employer match about $84,151 at 4% or $56,101 at 6%. |
| 2014 | 1 | 53 | $11,462,337 | $421,028 | $7,944iApproximate average salary by contribution assumption: employee only about $198,598 at 4% or $132,399 at 6%; with 50% employer match about $132,399 at 4% or $88,266 at 6%; with 100% employer match about $99,299 at 4% or $66,199 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 53 | $11,462,337 | $421,028 | $7,944iApproximate average salary by contribution assumption: employee only about $198,598 at 4% or $132,399 at 6%; with 50% employer match about $132,399 at 4% or $88,266 at 6%; with 100% employer match about $99,299 at 4% or $66,199 at 6%. |
| 2013 | 2 | 56 | $10,943,585 | $416,635 | $7,440iApproximate average salary by contribution assumption: employee only about $185,998 at 4% or $123,999 at 6%; with 50% employer match about $123,999 at 4% or $82,666 at 6%; with 100% employer match about $92,999 at 4% or $61,999 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 56 | $10,943,585 | $241,990 | $4,321iApproximate average salary by contribution assumption: employee only about $108,031 at 4% or $72,021 at 6%; with 50% employer match about $72,021 at 4% or $48,014 at 6%; with 100% employer match about $54,016 at 4% or $36,010 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN | - | 0 | - | $174,645 | - |
| 2012 | 2 | 45 | $9,440,403 | $362,990 | $8,066iApproximate average salary by contribution assumption: employee only about $201,661 at 4% or $134,441 at 6%; with 50% employer match about $134,441 at 4% or $89,627 at 6%; with 100% employer match about $100,831 at 4% or $67,220 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 45 | $7,509,693 | $204,022 | $4,534iApproximate average salary by contribution assumption: employee only about $113,346 at 4% or $75,564 at 6%; with 50% employer match about $75,564 at 4% or $50,376 at 6%; with 100% employer match about $56,673 at 4% or $37,782 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN | - | 34 | $1,930,710 | $158,968 | $4,676iApproximate average salary by contribution assumption: employee only about $116,888 at 4% or $77,925 at 6%; with 50% employer match about $77,925 at 4% or $51,950 at 6%; with 100% employer match about $58,444 at 4% or $38,963 at 6%. |
| 2011 | 2 | 77 | $8,190,464 | $351,031 | $4,559iApproximate average salary by contribution assumption: employee only about $113,971 at 4% or $75,981 at 6%; with 50% employer match about $75,981 at 4% or $50,654 at 6%; with 100% employer match about $56,986 at 4% or $37,990 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 77 | $6,603,370 | $216,299 | $2,809iApproximate average salary by contribution assumption: employee only about $70,227 at 4% or $46,818 at 6%; with 50% employer match about $46,818 at 4% or $31,212 at 6%; with 100% employer match about $35,113 at 4% or $23,409 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN | - | 37 | $1,587,094 | $134,732 | $3,641iApproximate average salary by contribution assumption: employee only about $91,035 at 4% or $60,690 at 6%; with 50% employer match about $60,690 at 4% or $40,460 at 6%; with 100% employer match about $45,518 at 4% or $30,345 at 6%. |
| 2010 | 2 | 77 | $7,834,218 | $326,785 | $4,244iApproximate average salary by contribution assumption: employee only about $106,099 at 4% or $70,733 at 6%; with 50% employer match about $70,733 at 4% or $47,155 at 6%; with 100% employer match about $53,050 at 4% or $35,366 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 77 | $6,393,997 | $198,285 | $2,575iApproximate average salary by contribution assumption: employee only about $64,378 at 4% or $42,919 at 6%; with 50% employer match about $42,919 at 4% or $28,613 at 6%; with 100% employer match about $32,189 at 4% or $21,459 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN | - | 36 | $1,440,221 | $128,500 | $3,569iApproximate average salary by contribution assumption: employee only about $89,236 at 4% or $59,491 at 6%; with 50% employer match about $59,491 at 4% or $39,660 at 6%; with 100% employer match about $44,618 at 4% or $29,745 at 6%. |
| 2009 | 2 | 78 | $6,398,563 | $347,614 | $4,457iApproximate average salary by contribution assumption: employee only about $111,415 at 4% or $74,276 at 6%; with 50% employer match about $74,276 at 4% or $49,518 at 6%; with 100% employer match about $55,707 at 4% or $37,138 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | - | 78 | $5,288,727 | $201,796 | $2,587iApproximate average salary by contribution assumption: employee only about $64,678 at 4% or $43,119 at 6%; with 50% employer match about $43,119 at 4% or $28,746 at 6%; with 100% employer match about $32,339 at 4% or $21,559 at 6%. |
| MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN | - | 34 | $1,109,836 | $145,818 | $4,289iApproximate average salary by contribution assumption: employee only about $107,219 at 4% or $71,479 at 6%; with 50% employer match about $71,479 at 4% or $47,653 at 6%; with 100% employer match about $53,610 at 4% or $35,740 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREHENT PLAN - TIAA-CREF | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| MASSACHUSETTS HISTORICAL SOCIETY PEFINED CONTRIBVTIUN RETIREMENT PLAN - TIAA-CREF | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF MUSSACHUSETTS HISTORICAL SOCIETY | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF MASSACHUSETTS HISTORICAL SOCIETY | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF MASSACHUSETTS HISTORICAL SOCIETY | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF MASSACHUSETTS HISTORICAL SOCIETY | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF MASSACHUSETTS HISTORIC AL SOCIETY | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| TIAA - CREF RETIREMENT PLAN FOR EMPLOYEES OF MASSACHUSETTS HISTORICAL SOCIET | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF MASSACHUSETTS HISTORICAL SOCIETY | - | 0 | - | - | - |