How big is American Historical Association's plan?

American Historical Association's plan reported $10.2M in assets and 21 participants for 2024.

Original filing (PDF)20260106134348NAL0012606082001

American Historical Association

Name: American Historical Association — American Historica, Form 5500 (2024)
Creator: American Historical Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

American Historical Association Retirement Plan

403(b) retirement plan · American Historical Association's American Historical Association Retirement Plan held $10.2M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Dana L. Schaffer signed American Historical Association's 2024 Form 5500 as plan administrator.

Dana L. Schaffer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

American Historical Association's EIN is 53-0217487.

EIN 53-0217487

Plan number 001

Plan year 2024

ACK ID 20260106134348NAL0012606082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American Historical Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American Historical Association's plan includes money-purchase contributions, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN HISTORICAL ASSOCIATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

AMERICAN HISTORICAL ASSOCIATION

EIN

all filings

Address

400 A STREET SE · WASHINGTON, DC · 200033807

Phone

(202) 810-9558

Industry

Other Services (ex. Public Admin)

Plan administrator