Other · DOL Form 5500 · 2022
Boston Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 137
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $200,671
- Avg per participant Above avg balance/head
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.
- #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.
- #7,620
- in Other Services (8,398 peers)
- +16.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Boston Foundation 403(b) Plan's outsized position by total assets
Boston Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,491,928 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Boston Foundation 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston Foundation 403(b) Plan sits mid-pack in the medium band (137 participants).
Form 5500 schedule snapshot
Filing strip 042104021 · Boston Foundation, Inc. PY 2022 · Other
Boston Foundation 403(b) Plan · $27M · 137 · 82nd
- PCT $27M
- PCT 137
- PCT 82nd
- PCT Other
- PCT near Clinica Family Health 403(b) Plan
- PCT ind #7620
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Massachusetts →
Boston Foundation 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Boston Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 26.64498830347584% vs 2022
- 2024 filing year
| 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.
- 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
Boston Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Clinica Family Health 403(b) Plan in CO ($27M); by covered participants it is Dakota Wesleyan University Defined Contribution Plan in SD (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.