Back to filter
Original filing (PDF)20250815124826NAL0010502369001
CHILDRENS ORTHOPAEDIC SURGERY FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
CHILDRENS ORTHOPAEDIC SURGERY FOUNDATION, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
Late filing · 27.0 mo
Active participants
46
Accounts w/ balance
46
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 27.0 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDRENS ORTHOPAEDIC SURGERY FOUNDATION, INC..
Plan sponsor
Name
CHILDRENS ORTHOPAEDIC SURGERY FOUNDATION, INC.
EIN
04-2943146
Address
300 LONGWOOD AVENUE · BOSTON, MA · 02115
Phone
(617) 355-6617
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2021-07-01
Tax period
2022-06-30
Filed
2025-08-15
Pension benefit codes
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
PARKS DERMATOLOGY CENTER, LLC
PARKS DERMATOLOGY, INC. 401(K) PROFIT SHARING PLAN
$11.4M · 86 participants
GLENWOOD INC
GLENWOOD INC. 403(B) PLAN
$11.4M · 468 participants
CARDIOVASCULAR GROUP, LLC
CVG PHYSICIANS GROUP, LLC CASH BALANCE PLAN
$11.4M · 43 participants
VANTAGE PHYSICAL THERAPY & REHABILATATION, INC.
VANTAGE 401(K) PLAN
$11.5M · 72 participants
HDC CARE SOLUTIONS LLC
HDC CARE SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST
$11.5M · 172 participants
ST. CHARLES HEALTH COUNCIL, INC.
ST. CHARLES HEALTH COUNCIL, INC. 403B RETIREMENT PLAN
$11.4M · 190 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B