The Society for the Preservation of New England Antiquities403(b)
THE SOCIETY FOR THE PRESERVATION OF NEW ENGLAND AN DEFINED CONTRIBUTION RETIREMENT PLAN · HAVERHILL, MA · plan year 2023
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
The Society for the Preservation of New England Antiquities reported $22,472 in plan administrative expenses for 2023: 0.14% of average plan assets, below the peer median. Employer contributions averaged $2,095 per active participant. 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 2 years on file its reported administrative ratio rose from 0.14% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Massachusetts (1,430th of 2,726), and the 462nd of 1,311 in arts, entertainment & recreation. In 2023, employees put in $3.14 for every $1.00 the employer contributed; active participation has grown from 80 to 90 since 2022.
The Society for the Preservation of New England Antiquities's 2023 employer contribution ran below the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 042104937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.