Plan5500

Boston, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Boston, Inc. (EIN 39-1493231) is a plan sponsor located in Stevens Point, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1493231
Location
Stevens Point, WI
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Boston, Inc.

  • 3 loaded plans hold $61.1M in reported assets.
  • The largest, Boston, Inc. Employee Stock Ownership Plan, holds 74% of this company's reported plan assets.
  • Plans cover 1,750 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.2MSummed across loaded plans$43,221,006
Total reported assets$61.1M$61,113,091
Total reported participants1.8K1,750
Total reported liabilities$17.9M$17,892,085

Reported net position

Reported assets = net assets + liabilities (summed)$61.1M total assets
Net assets$43.2MLiabilities$17.9M
Contributions & income
Employer contributions$2.3M
Participant contributions$1.2M
Total income / additions$9M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.9M
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets74%Boston, Inc. Employee Stock Ownership Plan
Participants per plan583Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Boston, Inc. Employee Stock Ownership Plan$45.5M
    Plan #003 · 512 participants · 2023
  2. 2
    Boston, Inc. Profit Sharing Plan$15.6M
    Plan #002 · 702 participants · 2023
  3. 3
    Boston, Inc. Wrap Plannot reported in the loaded dataset
    Plan #503 · 536 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Boston, Inc.. Open one for its full reported snapshot.

  1. 2023
    Boston, Inc. Wrap Plan536 participants · 2No schedules
    View filing →
  2. 2023
    Boston, Inc. Profit Sharing Plan702 participants · 2Sch HSch C
    View filing →
  3. 2023
    Boston, Inc. Employee Stock Ownership Plan512 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Boston, Inc. report on Form 5500?
Boston, Inc. (EIN 39-1493231) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Boston, Inc.?
The Employer Identification Number (EIN) reported for Boston, Inc. is 39-1493231.
What is the latest Form 5500 filing year for Boston, Inc.?
The latest loaded Form 5500 filing year for Boston, Inc. is 2023.

Related Form 5500 pages