New England Aquarium 401(k) match, vesting and fees
What New England Aquarium's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 320 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| New England Aquarium: employer contribution per participant | — | |
| Peer median | $1,598 |
| New England Aquarium: average balance | $68,300 | |
| Peer median | $50,224 |
| New England Aquarium: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.40% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $21.5M at the end of plan year 2021 to $24.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 550 | $24.7M | — | — | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 589 | $22.1M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 553 | $21.5M | — | — | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 531 | $18.2M | — | — | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 490 | $21.5M | — | — | 0.05% | Not published | Form 5500 ↗ |
Other New England Aquarium plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
New England Aquarium 403(b) Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
N E Aquarium Employee Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, LLC | Schedule C ↗ |
| Independent auditor | Caron and Bletzer, Plcc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
New England Aquarium Corporation Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does New England Aquarium match 401(k) contributions?
The match terms for the New England Aquarium Corporation 403(b) Tax Sheltered Annuity Plan have not been published from its filing yet.
When is the New England Aquarium 401(k) match vested?
The vesting schedule for the New England Aquarium Corporation 403(b) Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the New England Aquarium 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is New England Aquarium.
I left New England Aquarium. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (New England Aquarium, (617) 973-5291) or the recordkeeper, Fidelity Investments Institutional. The New England Aquarium old 401(k) page lists the contacts from every plan filing. Find an old New England Aquarium 401(k)
Data from the public Form 5500 annual reports New England Aquarium filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with New England Aquarium. Not financial advice. Report a correction · Methodology