New England Historic Genealogical Society 403(b) match, vesting and fees
What New England Historic Genealogical Society's 403(b) 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 | TIAA - Teachers Insurance and Annui | Schedule C ↗ |
| Independent auditor | Aafcpas, Inc. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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 Historic Genealogical Society: employer contribution per participant | $2,124 | |
| Peer median | $1,598 |
| New England Historic Genealogical Society: average balance | $98,961 | |
| Peer median | $50,224 |
| New England Historic Genealogical Society: admin expenses ÷ assets | 0.34% | |
| 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 $13.5M at the end of plan year 2021 to $19.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 219 | $19.9M | $427K | $2,124 | 0.34% | Not published | Form 5500 ↗ |
| 2024 | 209 | $16.7M | $384K | $2,055 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 207 | $14.3M | $353K | $1,951 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 175 | $11.5M | $359K | $2,122 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 186 | $13.5M | $275K | $1,588 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does New England Historic Genealogical Society match 401(k) contributions?
The match terms for the New England Historic Genealogical Society Defined Contribution Plan have not been published from its filing yet. The plan year 2025 filing reports $427K in employer contributions, about $2,124 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the New England Historic Genealogical Society 401(k) match vested?
The vesting schedule for the New England Historic Genealogical Society Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the New England Historic Genealogical Society 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA - Teachers Insurance and Annui. The plan administrator is New England Historic Genealogical Society.
I left New England Historic Genealogical Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (New England Historic Genealogical Society, (617) 226-1260) or the recordkeeper, TIAA - Teachers Insurance and Annui. The New England Historic Genealogical Society old 401(k) page lists the contacts from every plan filing. Find an old New England Historic Genealogical Society 401(k)
Data from the public Form 5500 annual reports New England Historic Genealogical Society 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 Historic Genealogical Society. Not financial advice. Report a correction · Methodology