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Employers › Massachusetts

Employer · plans filed under one EIN

Boston Brace International, Inc.

Stoughton, MA · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$23.5Mnet assets across plans
588participant records384 active
$396Kemployer contributions, latest plan years$1,031 per active record
$80KSchedule C compensation to organisations$136.09 per participant record

Boston Brace International, Inc., based in Stoughton, Massachusetts, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 588 participant records and $23.5M in net assets.

The largest is Boston Brace International, Inc. Employee Stock Ownership Plan, an employee stock ownership plan with 304 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $396K and participant contributions $1.0M in the latest plan years; benefits paid were $8.5M. Schedule C compensation reported to service provider organisations totalled $80K.

Combined net assets moved from $3.5M in 2009 to $23.5M in 2024 (up 566%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Boston Brace International, Inc. Employee Stock Ownership Planemployee stock ownership plan2024304$2.1M$6,855$0$5,128
Boston Brace International, Inc. 401(k) Plan401(k) plan2024284$21.4M$75,263$1,643$75K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $3.5M2010: $4.5M2011: $4.4M2012: $5.3M2013: $6.4M2014: $7.2M2015: $7.9M2016: $8.9M2017: $11.1M2018: $12.0M2019: $15.0M2020: $17.5M2021: $19.9M2022: $17.5M2023: $22.4M2024: $23.5M$3.5M$23.5M20092012201620202024
Combined net assets
2009: 1482010: 1192011: 1162012: 1492013: 1372014: 3002015: 3022016: 3162017: 3472018: 3762019: 3942020: 4142021: 4672022: 4962023: 5182024: 58814858820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242588$23.5M$396K$1.0M
20232518$22.4M$351K$842K
20222496$17.5M$356K$841K
20212467$19.9M$340K$758K
20202414$17.5M$309K$671K
20192394$15.0M$314K$654K
20182376$12.0M$314K$567K
20172347$11.1M$302K$542K
20162316$8.9M$282K$460K
20152302$7.9M$266K$353K
20142300$7.2M$270K$328K
20131137$6.4M$196K$322K
20121149$5.3M$183K$316K
20111116$4.4M$169K$287K
20101119$4.5M$168K$288K
20091148$3.5M$170K$275K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
UBS Financial Services Inc.Investment management; Investment advisory (plan)2$45,222
Fidelity Investments InstitutionalParticipant loan processing1$34,797

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

UBS Financial Services Inc.$45K
Fidelity Investments Institutional$35K

Questions and answers

How many retirement plans does Boston Brace International, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Boston Brace International, Inc. Employee Stock Ownership Plan and Boston Brace International, Inc. 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Boston Brace International, Inc. contribute to its plans?

$396,052 in employer contributions across these plans in their latest plan years, about $1,031 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name UBS Financial Services Inc. and Fidelity Investments Institutional. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.