Other · DOL Form 5500 · 2023

The Boston Home, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
217
Participants Below avg headcount
54th
Percentile by assets National rank
$37,337
Avg per participant Low balance/head
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Official DOL plan name: The Boston Home, Inc. Retirement Savings Plan · Sponsored by The Boston Home, Inc. · Massachusetts · Healthcare & Social Assistance

$8M in assets, 217 participants

The Boston Home, Inc.'s The Boston Home, Inc. Retirement Savings Plan reported $8M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,545 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

The Boston Home, Inc. Retirement Savings Plan covers 217 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#10,545
in Healthcare & Social Assistance (17,684 peers)
+17.3%
assets growth YoY

The Boston Home, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Boston Home, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,102,230 Top 46% higher than 54% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Boston Home, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Boston Home, Inc. Retirement Savings Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Boston Home, Inc. Retirement Savings Plan reported net income rose from -$738K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Boston Home, Inc. Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042103905 · The Boston Home, Inc. PY 2023 · Other

The Boston Home, Inc. Retirement Savings Plan · $8M · 217 · 54th

  • ASSETS $8M
  • ASSETS 217
  • ASSETS 54th
  • ASSETS Other
  • ASSETS near Milwaukee Art Museum, Inc. Employees' Retirement Income Plan
  • ASSETS ind #10545

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

The Boston Home, Inc. Retirement Savings Plan in the asset neighbourhood

The Boston Home, Inc. Retirement Savings PlanThe Boston Home, Inc. Retire…$8MMilwaukee Art Museum, Inc. Employees' Retirement Income PlanMilwaukee Art Museum, Inc. E…$8MBaywood Court Employee Savings PlanBaywood Court Employee Savin…$8MHousing Counseling Services, Inc. 403(b) Tax Deferred Annuity PlanHousing Counseling Services,…$8MNew York Shakespeare Festival 403(b) PlanNew York Shakespeare Festiva…$8M
End-of-year total assets ($M) among The Boston Home, Inc. Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN042103905
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Boston Home, Inc.)

Sponsor-wide plan assets over time

All The Boston Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 26.336902654662225% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.91M $8.72M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 215 $7M
2023 1 217 $8M
2024 1 233 $9M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

The Boston Home, Inc. Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Boston Home, Inc. Retirement Savings Plan, Total assets ($B): 0.00810223 · Participants: 217The Boston Home, Inc. Retirement Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
The Boston Home, Inc. Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants

The Boston Home, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Milwaukee Art Museum, Inc. Employees' Retirement Income Plan in WI ($8M); by covered participants it is Pilgrim Place in Claremont 403(b) Plan in CA (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Boston Home, Inc. Retirement Savings Plan assets move in 2023?
The Boston Home, Inc. Retirement Savings Plan grew sharply - up 17.3% during 2023, from $7M to $8M. Reported net income was $1M.
How have The Boston Home, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Boston Home, Inc.'s sponsor-wide assets grew 26.3%, from $7M to $9M.
Which Other plans are similar in size to The Boston Home, Inc. Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Milwaukee Art Museum, Inc. Employees' Retirement Income Plan in WI ($8M, 241 participants).
Which Other plans cover a similar participant headcount to The Boston Home, Inc. Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Pilgrim Place in Claremont 403(b) Plan in CA (217 participants, $7M in assets).