Plan5500

New England Aquarium — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, New England Aquarium (EIN 04-2297514) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2297514
Location
Boston, MA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for New England Aquarium

  • 3 loaded plans hold $38.2M in reported assets.
  • The largest, New England Aquarium Corporation 403(B) Tax Sheltered Annuity Plan, holds 56% of this company's reported plan assets.
  • Plans cover 1,089 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.2MSummed across loaded plans$38,209,656
Total reported assets$38.2M$38,209,656
Total reported participants1.1K1,089
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.2M total assets
Net assets$38.2MLiabilities$0
Contributions & income
Employer contributions$793.5K
Participant contributions$1.3M
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%New England Aquarium Corporation 403(B) Tax Sheltered Annuity Plan
Participants per plan363Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    New England Aquarium Corporation 403(B) Tax Sheltered Annuity Plan$21.5M
    Plan #007 · 545 participants · 2023
  2. 2
    New England Aquarium Employee Retirement Savings Plan$16.8M
    Plan #001 · 365 participants · 2023
  3. 3
    New England Aquarium Corporation Group Health Plannot reported in the loaded dataset
    Plan #505 · 179 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for New England Aquarium. Open one for its full reported snapshot.

  1. 2023
    New England Aquarium Corporation Group Health Plan179 participants · 2No schedules
    View filing →
  2. 2023
    New England Aquarium Employee Retirement Savings Plan365 participants · 2Sch HSch C
    View filing →
  3. 2023
    New England Aquarium Corporation 403(B) Tax Sheltered Annuity Plan545 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does New England Aquarium report on Form 5500?
New England Aquarium (EIN 04-2297514) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for New England Aquarium?
The Employer Identification Number (EIN) reported for New England Aquarium is 04-2297514.
What is the latest Form 5500 filing year for New England Aquarium?
The latest loaded Form 5500 filing year for New England Aquarium is 2023.

Related Form 5500 pages