Profit Sharing · DOL Form 5500 · 2024
Boston Childrens Heart Foundation, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $78M
- Total assets
- 95
- Participants
- 89th
- Percentile by assets
- $820,619
- Avg per participant
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.
- 89th percentile by assets (of 123,622 plans)
- #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.
- $78M
- total plan assets (2024 EOY)
- 95
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $820,619
- avg assets per participant
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.
Boston Children's Heart Foundation Retirement Plan vs the 2024 asset distribution
By assets, Boston Children's Heart Foundation Retirement Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
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.)
| 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.
Boston Children's Heart Foundation Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Boston Children's Heart Foundation Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Boston Children's Heart Foundation Retirement Plan's numbers.
- By total assets, Boston Children's Heart Foundation Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Boston Childrens Heart Foundation, Inc.'s sponsor-wide assets have grown 164.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans