Profit Sharing · DOL Form 5500 · 2023

Boston Childrens Heart Foundation, Inc. Profit Sharing Plan

Data updated 2026-08-11

$67M
Total assets: 92
Participants: 88th
Percentile by assets: $726,265
Avg per participant

Official DOL plan name: Boston Children's Heart Foundation Retirement Plan · Sponsored by Boston Childrens Heart Foundation, Inc. · Massachusetts · Healthcare & Social Assistance

$67M in assets, 92 participants

Boston Childrens Heart Foundation, Inc.'s Boston Children's Heart Foundation Retirement Plan reported $67M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 127,072 plans)
#15,896 in Healthcare & Social Assistance (17,684 peers)

Where Boston Children's Heart Foundation Retirement Plan sits by assets

Boston Children's Heart Foundation Retirement Plan sits in the top quartile of all filed plans by assets, $67M for 92 participants (~$726,265/participant), up 25.2% in 2023.

$67M
total plan assets (2023 EOY): 92
covered participants: 88th
percentile by assets (of 127,072 plans): $726,265
avg assets per participant

Boston Children's Heart Foundation Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Boston Children's Heart Foundation Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $67M in the plan year 2023 filing.
Boston Children's Heart Foundation Retirement Plan reported participants rose from 84 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Healthcare & Social Assistance

Boston Children's Heart Foundation Retirement Plan vs the 2023 asset distribution

By assets, Boston Children's Heart Foundation Retirement Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$53M
Net Assets (End of Year)	$67M
Net Income	$13M
Employer EIN	042790699
Plan Effective Date	1989-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Boston Childrens Heart Foundation, Inc.)

Total plan assets by year, all Boston Childrens Heart Foundation, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	84	$53M
2023	2	183	$124M
2024	2	189	$141M

Nearby Profit Sharing Plans in Massachusetts

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

Boston Children's Heart Foundation Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868

Compare Boston Children's Heart Foundation Retir… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Boston Children's Heart Foundation Retirement Plan by total assets, not by location.

Baker & Taylor Retirement Savings Plan (NC) $67M · 1,361
Teamsters Local Union 500 - Severance Trust Fund (NJ) $67M · 1,154
International Union of Operating Engineers Local 501 Individual Account Plan Trust Fund (CA) $67M · 4,960
Sentry Equipment Erectors,Inc. Stock Bonus Plan (VA) $67M · N/A

Frequently Asked Questions

How did Boston Children's Heart Foundation Retirement Plan assets move in 2023? ▼

Boston Children's Heart Foundation Retirement Plan grew sharply - up 25.2% during 2023, from $53M to $67M. Reported net income was $13M.

How have Boston Childrens Heart Foundation, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Boston Childrens Heart Foundation, Inc.'s sponsor-wide assets grew 164.9%, from $53M to $141M.

Where does Boston Children's Heart Foundation Retirement Plan rank by assets among Form 5500 filers? ▼

Boston Children's Heart Foundation Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Boston Children's Heart Foundation Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Baker & Taylor Retirement Savings Plan in NC ($67M, 1,361 participants).

Next read for Boston Children's Heart Foundation Retir…

Scale reading

Ways to act on Boston Children's Heart Foundation Retirement Plan's numbers.

By total assets, Boston Children's Heart Foundation Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
Boston Childrens Heart Foundation, Inc.'s sponsor-wide assets have grown 164.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042790699.