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MASSACHUSETTS HISTORICAL SOCIETY — MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260120094121NAL0003047249001
MASSACHUSETTS HISTORICAL SOCIETY
Form 5500-SF
FILING_RECEIVED
MASSACHUSETTS HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
63
Accounts w/ balance
108
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MASSACHUSETTS HISTORICAL SOCIETY
.
Find decision makers
Plan sponsor
Name
MASSACHUSETTS HISTORICAL SOCIETY
EIN
04-2108374
Address
1154 BOYLSTON STREET · BOSTON, MA · 02215
Phone
(617) 646-0510
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
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