Other · DOL Form 5500 · 2022
Visiting Nurse Association of Boston Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $229,674
- Avg per participant Above avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc. · Sponsored by Visiting Nurse Association of Boston Foundation, Inc. · Massachusetts · Healthcare & Social Assistance
$43M in assets, 188 participants
Visiting Nurse Association of Boston Foundation, Inc.'s 403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc. reported $43M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #17,817 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc. covers 188 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $43M.
- #17,817
- in Healthcare & Social Assistance (20,060 peers)
- -16.1%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc.'s outsized position by total assets
403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,178,621 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc. among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc. sits mid-pack in the medium band (188 participants).
EBSA filing schedule strip
Filing strip 042105800 · Visiting Nurse Association of Boston Foundation, Inc. PY 2022 · Other
403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc. · $43M · 188 · 87th
- RANK $43M
- RANK 188
- RANK 87th
- RANK Other
- RANK near Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan
- RANK ind #17817
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 →
403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc. in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$8M |
| Employer EIN | 042105800 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Visiting Nurse Association of Boston Foundation, Inc.)
Sponsor-wide plan assets over time
All Visiting Nurse Association of Boston Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 6.205272280464909% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $43M |
| 2023 | 1 | 175 | $44M |
| 2024 | 1 | 196 | $40M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc.'s out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan in GA ($43M); by covered participants it is Shorecrest Preparatory School 403(b) DC Plan in FL (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan (GA) $43M · 1,946
- Alice Peck Day Memorial Hospital 403(b) Retirement Plan (NH) $43M · 557
- Wesleyan School Retirement Plan (GA) $43M · 220
- New York Community Trust Group Tax Deferred Annuity (NY) $43M · 69
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Shorecrest Preparatory School 403(b) DC Plan (FL) 188 · 0 off
- The Haverford School 403(b) Plan (PA) 188 · 0 off
- Friends Academy Defined Contribution Retirement Plan (NY) 188 · 0 off
- The Seven Hills School Retirement Plan (OH) 188 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.