Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $189.9M assets / 388 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Traditional DB
403(b)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BOSTON CHILDREN'S HEART FOUNDATION RETIREMENT PLAN | Profit-sharing | $78.0M | 135 | 2025 |
| #002 | BOSTON CHILDRENS HEART FOUNDATION, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $63.3M | 139 | 2025 |
| #004 | BOSTON CHILDREN'S HEART FOUNDATION, INC. 403(B) PLAN | 403(b) | $48.6M | 114 | 2025 |