Other · DOL Form 5500 · 2024

Boston Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
126
Participants Small participant base
80th
Percentile by assets National rank
$276,327
Avg per participant High balance/head
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Official DOL plan name: Boston Foundation 403(b) Plan · Sponsored by Boston Foundation, Inc. · Massachusetts · Other Services

$35M in assets, 126 participants

Boston Foundation, Inc.'s Boston Foundation 403(b) Plan reported $35M in total assets and 126 participants in its 2024 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.

  • #6,946 in Other Services (7,719 peers)

Coverage in Massachusetts

Boston Foundation 403(b) Plan covers 126 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $35M.

#6,946
in Other Services (7,719 peers)
+11.6%
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 2024 · DOL Form 5500

$34,817,149 Top 20% higher than 80% of 123,620 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 2024

Boston Foundation 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 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 (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boston Foundation 403(b) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Boston Foundation 403(b) Plan reported participants fell from 140 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042104021 · Boston Foundation, Inc. PY 2024 · Other

Boston Foundation 403(b) Plan · $35M · 126 · 80th

  • VS-ST $35M
  • BOY 126
  • SCH 80th
  • EBSA Other
  • PART near Connecticut Public Broadcasting Inc 403(b) Plan
  • TYPE ind #6946

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

Belmont Abbey College Retirement PlanBelmont Abbey College Retire…$35MBaker University Defined Contribution Retirement PlanBaker University Defined Con…$35MUniversity of Hawaii Foundation 403(b) PlanUniversity of Hawaii Foundat…$35MBoston Foundation 403(b) Plan$35MConnecticut Public Broadcasting Inc 403(b) PlanConnecticut Public Broadcast…$35M
End-of-year total assets ($M) among Boston Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
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. -10000010000200003000040000 -1012345 Total assets ($B) Participants Boston Foundation 403(b) Plan, Total assets ($B): 0.034817149 · Participants: 126Boston Foundation 403(b) PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings 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 Connecticut Public Broadcasting Inc 403(b) Plan in CT ($35M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Boston Foundation 403(b) Plan grew at a solid clip - up 11.6% during 2024, from $31M to $35M. 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 123,622 plans that reported assets for plan year 2024 (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 Connecticut Public Broadcasting Inc 403(b) Plan in CT ($35M, 137 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 Agency for Community Transit 403b Retirement Plan in IL (126 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.