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Employers › Massachusetts

Employer · plans filed under one EIN

New England Aquarium

Boston, MA · Arts, entertainment and recreation

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$33.0Mnet assets across plans
950participant records585 active
$1.2Memployer contributions, latest plan years$2,016 per active record
$163KSchedule C compensation to organisations$171.17 per participant record

New England Aquarium, based in Boston, Massachusetts, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 950 participant records and $33.0M in net assets.

The largest is New England Aquarium Corporation 403(b) Tax Sheltered Annuity Plan, a 401(k) plan with 531 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.2M and participant contributions $2.4M in the latest plan years; benefits paid were $2.0M. Schedule C compensation reported to service provider organisations totalled $163K.

Combined net assets moved from $3.2M in 2009 to $18.2M in 2025 (up 473%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
New England Aquarium Corporation 403(b) Tax Sheltered Annuity Plan401(k) plan2025531$18.2M$34,343—$0
New England Aquarium 403(b) Retirement Planprofit-sharing plan2024293$10.1M$34,559$3,603$13K
New England Aquarium Corporation Pension Plancash balance pension plan2024126$4.6M$36,888$6,106$150K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $3.2M2010: $3.4M2011: $3.8M2012: $4.4M2013: $4.9M2014: $4.9M2015: $4.9M2016: $5.1M2017: $5.8M2018: $5.4M2019: $6.1M2020: $6.1M2021: $5.8M2022: $14.2M2023: $38.2M2024: $36.9M2025: $18.2M$3.2M$38.2M$18.2M200920122016202020242025
Combined net assets
2009: 1882010: 1872011: 1882012: 1882013: 1872014: 1802015: 1772016: 1602017: 1592018: 1562019: 1502020: 1412021: 1362022: 2872023: 9232024: 1,0082025: 5311881,008531200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20251531$18.2M$0$865K
202431,008$36.9M$1.2M$1.5M
20232923$38.2M$793K$1.3M
20221287$14.2M$659K$102K
20211136$5.8M$144K$0
20201141$6.1M$197K$0
20191150$6.1M$191K$0
20181156$5.4M$81K$0
20171159$5.8M$216K$0
20161160$5.1M$240K$0
20151177$4.9M$314K$0
20141180$4.9M$305K$0
20131187$4.9M$304K$0
20121188$4.4M$255K$0
20111188$3.8M$327K$0
20101187$3.4M$189K$0
20091188$3.2M$142K$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Agilis Partners LLCActuarial1$150,043
ADP, Inc.Participant loan processing; Recordkeeping and information management1$12,568

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Agilis Partners LLC$150K
ADP, Inc.$13K

Questions and answers

How many retirement plans does New England Aquarium have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: New England Aquarium Corporation 403(b) Tax Sheltered Annuity Plan, New England Aquarium 403(b) Retirement Plan and New England Aquarium Corporation Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does New England Aquarium contribute to its plans?

$1,179,126 in employer contributions across these plans in their latest plan years, about $2,016 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Agilis Partners LLC and ADP, Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.