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Original filing (PDF)20250918114555NAL0001708432001
JOHNSON OCONNOR RESEARCH FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
JOHNSON O'CONNOR RESEARCH FOUNDATION, INCORPORATED/HUMAN ENGINEERING LABORATORY, INCORPORATED PENSION PLAN
Defined-benefit pension plan
Active participants
35
Accounts w/ balance
—
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 JOHNSON OCONNOR RESEARCH FOUNDATION, INC..
Plan sponsor
Name
JOHNSON OCONNOR RESEARCH FOUNDATION, INC.
EIN
95-2149001
Address
347 BEACON STREET · BOSTON, MA · 021161107
Phone
(617) 536-2504
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
JOHNSON OCONNOR RESEARCH FOUNDATION, INC.
EIN
95-2149001
City
BOSTON, MA
Phone
(617) 536-2504
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
1A · Pay-related DB formula
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)
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