Profit Sharing · DOL Form 5500 · 2024
Boston Childrens Heart Foundation, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 95
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $820,619
- Avg per participant High balance/head
Official DOL plan name: Boston Children's Heart Foundation Retirement Plan · Sponsored by Boston Childrens Heart Foundation, Inc. · Massachusetts · Healthcare & Social Assistance
$78M in assets, 95 participants
Boston Childrens Heart Foundation, Inc.'s Boston Children's Heart Foundation Retirement Plan reported $78M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,241 in Healthcare & Social Assistance (16,916 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, $78M for 95 participants (~$820,619/participant), up 16.7% in 2024.
- #15,241
- in Healthcare & Social Assistance (16,916 peers)
- +16.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Boston Children's Heart Foundation Retirement Plan's outsized position by total assets
Boston Children's Heart Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,958,776 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Boston Children's Heart Foundation Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boston Children's Heart Foundation Retirement Plan is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boston Children's Heart Foundation Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Boston Children's Heart Foundation Retirement Plan end-of-year assets rose from $67M in the plan year 2023 filing to $78M in the plan year 2024 filing.
- Boston Children's Heart Foundation Retirement Plan reported participants rose from 92 in the plan year 2023 filing to 95 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042790699 · Boston Childrens Heart Foundation, Inc. PY 2024 · Profit Sharing
Boston Children's Heart Foundation Retirement Plan · $78M · 95 · 89th
- EOY $78M
- 5500 95
- ASSETS 89th
- PCT Profit Sharing
- EIN near Ulps Employee Savings Plan
- RANK ind #15241
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 →
Boston Children's Heart Foundation Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $11M |
| Employer EIN | 042790699 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boston Childrens Heart Foundation, Inc.)
Sponsor-wide plan assets over time
All Boston Childrens Heart Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 164.8550694213011% vs 2022
- 2024 filing year
| 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.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Boston Children's Heart Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Ulps Employee Savings Plan in TN ($78M); by covered participants it is Flynn Enterprises LLC Restated Profit Sharing Plan in KY (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
- Ulps Employee Savings Plan (TN) $78M · 236
- Drywall Tapers Annuity Fund (NY) $78M · 918
- Ohio Valley Plumbers and Pipefitters Security Plan (OH) $78M · 1,421
- Medical Card System Savings Plan (PR) $78M · 2,284
Similar participant headcount
Nearest other-state filings by covered participants (95 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.