Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $27.7M assets / 55 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.
Money purchase
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BPOSF RETIREMENT PLAN | Money purchase | $18.5M | 42 | 2025 |
| #003 | BOSTON PLASTIC & ORAL SURGERY FOUNDATION, INC. 403(B) PLAN | 403(b) | $9.2M | 13 | 2025 |