Plan Ledger DOL Form 5500 · updated monthly

New England Aquarium403(b)

NEW ENGLAND AQUARIUM CORPORATION 403(B) TAX SHELTERED ANNUITY PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.03%

New England Aquarium reported $6,699 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 8 years on file its reported administrative ratio fell from 0.06% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,224th-largest of 2,726 plans among Massachusetts employers on file, and the 398th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$22,116,675
Participants with balances382
Active participants328
Employer contributions—
Employee contributions$0
Employer contribution per active participant—
Average account balance$57,897
Benefits paid to participants$3,272,512
Plan auditUnmodified (clean) audit opinion
Plan history9
Yearassets · accounts · employer contribution
2024$22.1M · 382 accts
2023$21.5M · 403 accts
2022$18.2M · 386 accts
2021$21.5M · 377 accts
2020$20.0M · 384 accts
2019$18.3M · 334 accts
2018$14.8M · 297 accts
2017$15.2M · 311 accts
2016$12.1M · 295 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,699
Total administrative$6,699
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history9
2024$6,699 · 0.03%
2023$10,049 · 0.05%
2022$9,612 · 0.05%
2021$9,585 · 0.05%
2020$9,842 · 0.05%
2019$9,646 · 0.06%
2018$8,883 · 0.06%
2017$6,670 · 0.05%
2016$6,360 · 0.06%
All plans at this employer3
NEW ENGLAND AQUARIUM EMPLOYEE RETIREMENT SAVINGS PLAN401(k)
NEW ENGLAND AQUARIUM CORPORATION 403(B) TAX SHELTERED ANNUITY PLAN403(b)
NEW ENGLAND AQUARIUM 403(B) RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansArts, Entertainment & Recreation · Massachusetts
Boston Ballet MA$20.6M · 0.02%
The Country Club MA$18.1M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042297514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.