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Sponsor portfolio

JOHNSON OCONNOR RESEARCH FOUNDATION, INC.

EIN 95-2149001-research-Latest filing 2025
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
147
347 BEACON STREET - BOSTON, MA 021161107617-536-2504jocrf.orgLinkedIn11-50 employeesresearch
Plans on this EIN
2 filings
#333TraditionalDB-$7.1M - 60 part#002403b-$4.4M - 87 part

Retirement portfolio analytics

2 plans aggregated / $11.4M assets / 147 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • LABORATORY, INCORPORATED PENSI... (#333)62%
  • RESEARCH FOUNDATION, INC. (#002)38%
Total $11.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RESEARCH FOUNDATION, INC. (#002)87
  • LABORATORY, INCORPORATED PENSI... (#333)60
Total 147Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN

TraditionalDB

Assets$7.1M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

403(B) THRIFT PLAN FOR JOHNSON O'CONNOR RESEARCH FOUNDATION, INC.

403b

Assets$4.4M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLANTraditionalDB$7.1M602025
002403(B) THRIFT PLAN FOR JOHNSON O'CONNOR RESEARCH FOUNDATION, INC.403b$4.4M872024
Retirement plans
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