How big is Boston Trinity Academy's plan?

Boston Trinity Academy's plan reported $2.9M in assets and 43 participants for 2024.

Original filing (PDF)20251229120549NAL0041748066001

Boston Trinity Academy

Name: Boston Trinity Academy — Boston Trinity Academy, Form 5500 (2024)
Creator: Boston Trinity Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boston Trinity Academy Retirement Plan

403(b) retirement plan · Boston Trinity Academy's Boston Trinity Academy Retirement Plan held $2.9M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Patrick McAvoy signed Boston Trinity Academy's 2024 Form 5500 as plan administrator.

Patrick McAvoy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Boston Trinity Academy's EIN is 04-3580876.

EIN 04-3580876

Plan number 001

Plan year 2024

ACK ID 20251229120549NAL0041748066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boston Trinity Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boston Trinity Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOSTON TRINITY ACADEMY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

BOSTON TRINITY ACADEMY

EIN

all filings

Address

17 HALE STREET · BOSTON, MA · 021361519

Phone

(617) 364-3700

Industry

Educational Services

Plan administrator