Other · DOL Form 5500 · 2022
Boston Foundation, Inc. Retirement Plan
Data updated 2026-08-11
- $27M
- Total assets
- 137
- Participants
- 82nd
- Percentile by assets
- $200,671
- Avg per participant
Official DOL plan name: Boston Foundation 403(b) Plan · Sponsored by Boston Foundation, Inc. · Massachusetts · Other Services
$27M in assets, 137 participants
Boston Foundation, Inc.'s Boston Foundation 403(b) Plan reported $27M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 82nd percentile by assets (of 139,126 plans)
- #7,620 in Other Services (8,398 peers)
Coverage in Massachusetts
Boston Foundation 403(b) Plan covers 137 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.
- $27M
- total plan assets (2022 EOY)
- 137
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $200,671
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Boston Foundation 403(b) Plan reports 137 participants - about 21% of that state average ($27M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 042104021 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boston Foundation, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $27M |
| 2023 | 1 | 140 | $31M |
| 2024 | 1 | 126 | $35M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Boston Foundation 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to Boston Foundation 403(b) Plan by total assets, not by location.
- Clinica Family Health 403(b) Plan (CO) $27M · 603
- Wilson College Defined Contribution Retirement Plan (PA) $27M · 166
- Palo Alto University, Inc. Combined 403(b) Plan (CA) $28M · 211
- Lincoln School 403(b) Retirement Plan (RI) $28M · 116
Frequently Asked Questions
How did Boston Foundation 403(b) Plan assets move in 2022? ▼
How have Boston Foundation, Inc. plan assets changed over time? ▼
Where does Boston Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Boston Foundation 403(b) Plan? ▼
Next read for Boston Foundation 403(b) Plan
Filing takeaways
Ways to act on Boston Foundation 403(b) Plan's numbers.
- By total assets, Boston Foundation 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Boston Foundation, Inc.'s sponsor-wide assets have grown 26.6% since 2022 across 3 plan years on file. More Other Services plans