Other · DOL Form 5500 · 2023

Boston Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
140
Participants Small participant base
80th
Percentile by assets National rank
$222,831
Avg per participant Above avg balance/head
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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.

  • #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.

#7,069
in Other Services (7,857 peers)
+13.5%
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 2023 · DOL Form 5500

$31,196,274 Top 20% higher than 80% 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 Foundation 403(b) 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. Boston Foundation 403(b) Plan sits mid-pack in the medium band (140 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042104021 · Boston Foundation, Inc. PY 2023 · Other

Boston Foundation 403(b) Plan · $31M · 140 · 80th

  • BOY $31M
  • BOY 140
  • BOY 80th
  • BOY Other
  • BOY near Archbishop Molloy High School 403(b) Plan
  • BOY ind #7069

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

Second Harvest of Silicon Valley 403(b) PlanSecond Harvest of Silicon Va…$31MYouth Consultation Service Tax Sheltered Annuity PlanYouth Consultation Service T…$31MBoston Foundation 403(b) Plan$31MArchbishop Molloy High School 403(b) PlanArchbishop Molloy High Schoo…$31MTrinity School 403(b) Plan$31M
End-of-year total assets ($M) among Boston Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN042104021
Plan Effective Date1976-07-01
Filing StatusFILING 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
$25M$30M$35M$40M 202220232024 $27.5M $34.8M ▲ +26.7%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Boston Foundation 403(b) Plan, Total assets ($B): 0.031196274 · Participants: 140Boston Foundation 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 Foundation 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Boston Foundation 403(b) Plan side-by-side with 3 peers →

Boston Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Archbishop Molloy High School 403(b) Plan in NY ($31M); by covered participants it is Staten Island Academy Defined Contribution Retirement Plan in NY (140 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 Foundation 403(b) Plan assets move in 2023? ▼
Boston Foundation 403(b) Plan grew at a solid clip - up 13.5% during 2023, from $27M to $31M. Reported net income was $4M.
How have Boston Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boston Foundation, Inc.'s sponsor-wide assets grew 26.6%, from $27M to $35M.
Where does Boston Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
Boston Foundation 403(b) Plan ranks in the 80th 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 Other plans are similar in size to Boston Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Archbishop Molloy High School 403(b) Plan in NY ($31M, 112 participants).
Which Other plans cover a similar participant headcount to Boston Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants, $24M in assets).

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 042104021.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.