Other · DOL Form 5500 · 2023

Boston Va Research Institute, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
59
Participants Small participant base
51st
Percentile by assets National rank
$119,170
Avg per participant Near avg balance/head
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Official DOL plan name: Boston Va Research Institute, Inc. 403(b) Plan · Sponsored by Boston Va Research Institute, Inc. · Massachusetts · Professional & Technical Services

$7M in assets, 59 participants

Boston Va Research Institute, Inc.'s Boston Va Research Institute, Inc. 403(b) Plan reported $7M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,066 in Professional & Technical Services (20,321 peers)

Boston Va Research Institute, Inc. multi-year trail

Boston Va Research Institute, Inc.'s plans moved +36.2% in assets from 2022 to 2024; this filing shows Boston Va Research Institute, Inc. 403(b) Plan at $7M / 59 participants.

#10,066
in Professional & Technical Services (20,321 peers)
+17.6%
assets growth YoY

Boston Va Research Institute, Inc. 403(b) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Boston Va Research Institute, Inc. 403(b) Plan vs every filed plan by assets

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

$7,031,045 Top 49% higher than 51% 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

Boston Va Research Institute, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston Va Research Institute, Inc. 403(b) Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boston Va Research Institute, Inc. 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Boston Va Research Institute, Inc. 403(b) Plan reported participants rose from 49 in the plan year 2022 filing to 59 in the plan year 2023 filing.
  • Boston Va Research Institute, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043081524 · Boston Va Research Institute, Inc. PY 2023 · Other

Boston Va Research Institute, Inc. 403(b) Plan · $7M · 59 · 51st

  • NET $7M
  • BOOK 59
  • VS-ST 51st
  • BOY Other
  • SCH near American Health Foundation 403(b) Retirement Savings Plan
  • EBSA ind #10066

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Boston Va Research Institute, Inc. 403(b) Plan in the asset neighbourhood

Boston Va Research Institute, Inc. 403(b) PlanBoston Va Research Institute…$7MAmerican Health Foundation 403(b) Retirement Savings PlanAmerican Health Foundation 4…$7MCalverton School 403(b) Retirement PlanCalverton School 403(b) Reti…$7MCalverton School 403(b) Retirement PlanCalverton School 403(b) Reti…$7MChildren and Families First 403(b) DC PlanChildren and Families First …$7M
End-of-year total assets ($M) among Boston Va Research Institute, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Boston Va Research Institute, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Boston Va Research Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 36.193920380664494% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.98M $8.14M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 49 $6M
2023 1 59 $7M
2024 1 64 $8M

Boston Va Research Institute, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN043081524
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Boston Va Research Institute, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Boston Va Research Institute, Inc. 403(b) Plan, Total assets ($B): 0.007031045 · Participants: 59Boston Va Research Institute, Inc. 403(b) 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
Boston Va Research Institute, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Boston Va Research Institute, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is American Health Foundation 403(b) Retirement Savings Plan in OH ($7M); by covered participants it is All Saints' Episcopal Day School 403(b) Plan in SC (59 participants). Same-state nearby plans are listed separately above.

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 Boston Va Research Institute, Inc. 403(b) Plan assets move in 2023?
Boston Va Research Institute, Inc. 403(b) Plan grew sharply - up 17.6% during 2023, from $6M to $7M. Reported net income was $1M.
How have Boston Va Research Institute, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Boston Va Research Institute, Inc.'s sponsor-wide assets grew 36.2%, from $6M to $8M.
Which Other plans are similar in size to Boston Va Research Institute, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is American Health Foundation 403(b) Retirement Savings Plan in OH ($7M, 503 participants).
Which Other plans cover a similar participant headcount to Boston Va Research Institute, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is All Saints' Episcopal Day School 403(b) Plan in SC (59 participants, $4M in assets).