Other · DOL Form 5500 · 2023
Boston Foundation, Inc. Retirement Plan
Data updated 2026-08-11
- $31M
- Total assets
- 140
- Participants
- 80th
- Percentile by assets
- $222,831
- Avg per participant
Official DOL plan name: Boston Foundation 403(b) Plan · Sponsored by Boston Foundation, Inc. · Massachusetts · Other Services
$31M in assets, 140 participants
Boston Foundation, Inc.'s Boston Foundation 403(b) Plan reported $31M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 127,072 plans)
- #7,069 in Other Services (7,857 peers)
Coverage in Massachusetts
Boston Foundation 403(b) Plan covers 140 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $31M.
- $31M
- total plan assets (2023 EOY)
- 140
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $222,831
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boston Foundation 403(b) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Boston Foundation 403(b) Plan reported net income fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Boston Foundation 403(b) Plan reported participants rose from 137 in the plan year 2022 filing to 140 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Boston Foundation 403(b) Plan reports 140 participants - about 21% of that state average ($31M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| 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 $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Similar-Sized Other Plans Nationally
Other plans in other states closest to Boston Foundation 403(b) Plan by total assets, not by location.
- Archbishop Molloy High School 403(b) Plan (NY) $31M · 112
- Youth Consultation Service Tax Sheltered Annuity Plan (NJ) $31M · 818
- Trinity School 403(b) Plan (GA) $31M · 158
- Second Harvest of Silicon Valley 403(b) Plan (CA) $31M · 321
Frequently Asked Questions
How did Boston Foundation 403(b) Plan assets move in 2023? ▼
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