How big is Boston Higashi School, Inc.'s plan?

Boston Higashi School, Inc.'s plan reported $33.1M in assets and 343 participants for 2023.

Original filing (PDF)20250612142304NAL0017029905001

Boston Higashi School, Inc.

Name: Boston Higashi School, Inc. — Boston Higashi School, Form 5500 (2023)
Creator: Boston Higashi School, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Boston Higashi School Retirement Savings Plan

403(b) retirement plan · Boston Higashi School, Inc.'s Boston Higashi School Retirement Savings Plan held $33.1M in plan assets for 343 participants in 2023.

Signals · 2

27% employer stockNo recordkeeper disclosed

Active participants

343

Accounts w/ balance

477

Plan assets (EOY)

$33.1M

Net assets (EOY)

$33.1M

People on this filing

Michael L. Kelly signed Boston Higashi School, Inc.'s 2023 Form 5500 as plan administrator.

Michael L. Kelly — 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 Higashi School, Inc.'s EIN is 22-2803661.

EIN 22-2803661

Plan number 001

Plan year 2023

ACK ID 20250612142304NAL0017029905001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Boston Higashi School, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Boston Higashi School, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

51 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

BOSTON HIGASHI SCHOOL, INC

EIN

all filings

Address

800 NORTH MAIN STREET · RANDOLPH, MA · 02368

Phone

(781) 961-0800

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-12

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

LEONARD, MULHERIN & GREENE, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

51 direct securities· $31.9M(96% of reported assets)

Mutual Funds

$14.7M

22 holdings

Common Stocks

$8.5M

5 holdings

Other securities

$7.9M

22 holdings

Bonds / Notes

$569K

1 holding

Common Collective Trusts

$157K

1 holding

					% of plan
Voya Retirement Insurance and Annuity Company * Voya T. Rowe Price Growth Equity Mutual Fund -	Common Stocks	—	—	$3.4M	10.2%
American Funds 2035 Mutual Fund -	Mutual Funds	—	—	$2.9M	8.8%
Voya Fixed Plus Account A Insurance Company General Account -	Common Stocks	—	—	$2.8M	8.6%
American Funds 2045 Mutual Fund -	Mutual Funds	—	—	$2.3M	7.1%
Voya Fixed Plus Account Insurance Company General Account -	Common Stocks	—	—	$2.0M	6.0%
American Funds 2025 Mutual Fund -	Mutual Funds	—	—	$1.8M	5.5%
Allspring Special Mid Cap Value Mutual Fund -	Other securities	—	—	$1.7M	5.1%
Voya Invesco Growth & Income Mutual Fund -	Mutual Funds	—	—	$1.4M	4.3%
Voya Russell Large Cap Index Mutual Fund -	Other securities	—	—	$1.4M	4.2%
Voya Intermediate Bond Mutual Fund -	Other securities	—	—	$1.2M	3.7%
American Funds 2055 Mutual Fund -	Mutual Funds	—	—	$1.1M	3.4%
American Funds Fundamental Mutual Fund -	Mutual Funds	—	—	$1.0M	3.2%
American Funds 2015 Mutual Fund -	Mutual Funds	—	—	$1.0M	3.0%
American Funds EuroPacific Growth Mutual Fund -	Mutual Funds	—	—	$828K	2.5%
Voya T. Rowe Price Capital Appreciation Mutual Fund -	Other securities	—	—	$750K	2.3%
Voya International Index Mutual Fund -	Other securities	—	—	$731K	2.2%
Voya Russell Mid Cap Index Mutual Fund -	Other securities	—	—	$689K	2.1%
PIMCO Income Mutual Fund -	Mutual Funds	—	—	$666K	2.0%
Participant loans receivable Participant loans (3.75% - 9.00%) -	Bonds / Notes	—	—	$569K	1.7%
The Lincoln National Life Insurance Company * Lincoln Group Variable Annuity Fixed Account Insurance Company General Account -	Common Stocks	—	—	$345K	1.0%
Nuveen Real Estate Securities Select Mutual Fund -	Mutual Funds	—	—	$338K	1.0%
Voya U.S. Bond Index Mutual Fund -	Other securities	—	—	$322K	1.0%
Voya Russell Small Cap Index Mutual Fund -	Other securities	—	—	$304K	0.9%
Voya High Yield Mutual Fund -	Other securities	—	—	$285K	0.9%
American Funds 2030 Mutual Fund -	Mutual Funds	—	—	$243K	0.7%
Voya JPMorgan Small Cap Core Equity Mutual Fund -	Other securities	—	—	$242K	0.7%
American Funds 2060 Mutual Fund -	Mutual Funds	—	—	$230K	0.7%
American Funds Capital World Growth & Income Mutual Fund -	Mutual Funds	—	—	$182K	0.5%
Fidelity Growth Portfolio Variable Annuity Mutual Fund -	Mutual Funds	—	—	$158K	0.5%
LVIP SSGA S&P 500 Index Variable Annuity Mutual Fund -	Common Collective Trusts	—	—	$157K	0.5%
American Funds 2050 Mutual Fund -	Mutual Funds	—	—	$151K	0.5%
American Funds 2065 Mutual Fund -	Mutual Funds	—	—	$113K	0.3%
LVIP Macquarie Social Awareness Variable Annuity Mutual Fund -	Other securities	—	—	$86K	0.3%
Fidelity Asset Manager Variable Annuity Mutual Fund -	Mutual Funds	—	—	$64K	0.2%
Neuberger Berman Sustainable Equity Mutual Fund -	Other securities	—	—	$43K	0.1%
American Funds 2040 Mutual Fund -	Mutual Funds	—	—	$34K	0.1%
Loan Reserve Other - Loan Reserve -	Other securities	—	—	$31K	<0.1%
LVIP SSGA Small-Cap Index Variable Annuity Mutual Fund -	Other securities	—	—	$27K	<0.1%
LVIP Baron Growth Opportunities Variable Annuity Mutual Fund -	Other securities	—	—	$22K	<0.1%
Janus Henderson Global Research Variable Annuity Mutual Fund -	Mutual Funds	—	—	$19K	<0.1%
LVIP T. Rowe Price Structured Variable Annuity Mutual Fund -	Other securities	—	—	$19K	<0.1%
American Funds Global Growth Variable Annuity Mutual Fund -	Mutual Funds	—	—	$15K	<0.1%
Fidelity Contrafund Portfolio Variable Annuity Mutual Fund -	Mutual Funds	—	—	$12K	<0.1%
LVIP Macquarie Small Mid Cap Core Variable Annuity Mutual Fund -	Other securities	—	—	$10K	<0.1%
T. Rowe Price International Stock Variable Annuity Mutual Fund -	Other securities	—	—	$9K	<0.1%
American Funds Growth Variable Annuity Mutual Fund -	Mutual Funds	—	—	$9K	<0.1%
Alliance Bernstein VPS Large Cap Growth Variable Annuity Mutual Fund -	Other securities	—	—	$6K	<0.1%
LVIP Macquarie U.S. REIT Variable Annuity Mutual Fund -	Common Stocks	—	—	$3K	<0.1%
LVIP American Century Balanced Variable Annuity Mutual Fund -	Other securities	—	—	$3K	<0.1%
LVIP SSGA Global Tactical Allocation Variable Annuity Mutual Fund -	Other securities	—	—	$2K	<0.1%