Department of Labor filing

SCIENCE HISTORY INSTITUTE

SCIENCE HISTORY INSTITUTE 403(B) PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Apr 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

60filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$3,746

Reported employer contributions per active participant.

Higher than about 54% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$52 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 77% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202460out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions54th percentileTypical peer $3,462 · based on 1,271 comparable plans

Lower reported administrative expense77th percentileTypical peer $184 · based on 1,343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, SCIENCE HISTORY INSTITUTE reported $269,745 in employer contributions across the plan and 72 active participants. That works out to $3,746 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy32%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 2.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 1.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context60/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $269,745
Participant contributions: $435,565
Other contributions: Not reported
Employer share of reported contributions: 38.2%
Beginning assets: $13,036,124
Ending assets: $14,499,488
Ending net assets: $14,499,488
Ending liabilities: $0
Total income: $2,249,363
Total expenses: $785,999
Administrative expenses: $11,691
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,834

2023

$4,026

2024

$3,746

Plan-paid administrative expenses per participant

2022

$52

2023

$51

2024

$52

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,746	72	14.5M	20260415172615NAL0011915539001
2023	$4,026	70	13M	20250415143526NAL0001476787001
2022	$3,834	73	11.7M	20240503085903NAL0022627504001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 222817365-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1995
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2L2T3D2G2J2K

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
TIAA	2022	Not reported	unknown

Current plan terms

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Filing ACK_ID20260415172615NAL0011915539001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗