Civic Intelligence

Boston Private Financial Holdings

Plan context: Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan

EIN 04-2976299 • Boston, MA • 61 filings • 10 plans

10 Post Office SquareBoston, MA 02109
Current Snapshot

Latest Year

2022

2022 Participants

756

2022 Assets

$169,305,160

2022 Contributions

$99,063

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$169,305,160$84,652,580$0200220122021YearValue
$169,305,160Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,1505750200220122021YearValue
756Latest year 2021

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202220$0$99,063-
Boston Private Financial Holdings Inc. Severance Pay Plan-0---
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-0-$99,063-
20213756$169,305,160$13,473,294$17,822iApproximate average salary by contribution assumption: employee only about $445,545 at 4% or $297,030 at 6%; with 50% employer match about $297,030 at 4% or $198,020 at 6%; with 100% employer match about $222,773 at 4% or $148,515 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-756$169,305,160$13,473,294$17,822iApproximate average salary by contribution assumption: employee only about $445,545 at 4% or $297,030 at 6%; with 50% employer match about $297,030 at 4% or $198,020 at 6%; with 100% employer match about $222,773 at 4% or $148,515 at 6%.
Boston Private Financial Holdings Inc. Severance Pay Plan-754---
Boston Private Financial Holdings Health and Welfare Benefits Plan-0---
20203811$151,554,551$12,210,890$15,057iApproximate average salary by contribution assumption: employee only about $376,415 at 4% or $250,943 at 6%; with 50% employer match about $250,943 at 4% or $167,295 at 6%; with 100% employer match about $188,207 at 4% or $125,472 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-811$151,554,551$12,210,890$15,057iApproximate average salary by contribution assumption: employee only about $376,415 at 4% or $250,943 at 6%; with 50% employer match about $250,943 at 4% or $167,295 at 6%; with 100% employer match about $188,207 at 4% or $125,472 at 6%.
Boston Private Financial Holdings Inc. Severance Pay Plan-801---
Boston Private Financial Holdings Health and Welfare Benefits Plan-795---
20193972$131,852,178$12,032,295$12,379iApproximate average salary by contribution assumption: employee only about $309,473 at 4% or $206,315 at 6%; with 50% employer match about $206,315 at 4% or $137,543 at 6%; with 100% employer match about $154,736 at 4% or $103,158 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-771$131,852,178$12,032,295$15,606iApproximate average salary by contribution assumption: employee only about $390,152 at 4% or $260,101 at 6%; with 50% employer match about $260,101 at 4% or $173,401 at 6%; with 100% employer match about $195,076 at 4% or $130,051 at 6%.
Boston Private Financial Holdings Health and Welfare Benefits Plan-773---
Boston Private Financial Holdings Inc. Severance Pay Plan-972---
20183833$120,257,692$14,229,492$17,082iApproximate average salary by contribution assumption: employee only about $427,056 at 4% or $284,704 at 6%; with 50% employer match about $284,704 at 4% or $189,802 at 6%; with 100% employer match about $213,528 at 4% or $142,352 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-833$120,257,692$14,229,492$17,082iApproximate average salary by contribution assumption: employee only about $427,056 at 4% or $284,704 at 6%; with 50% employer match about $284,704 at 4% or $189,802 at 6%; with 100% employer match about $213,528 at 4% or $142,352 at 6%.
Boston Private Financial Holdings Health and Welfare Benefits Plan-710---
Boston Private Financial Holdings Inc. Severance Pay Plan-699---
20173925$142,153,796$13,919,877$15,049iApproximate average salary by contribution assumption: employee only about $376,213 at 4% or $250,809 at 6%; with 50% employer match about $250,809 at 4% or $167,206 at 6%; with 100% employer match about $188,106 at 4% or $125,404 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-925$142,153,796$13,919,877$15,049iApproximate average salary by contribution assumption: employee only about $376,213 at 4% or $250,809 at 6%; with 50% employer match about $250,809 at 4% or $167,206 at 6%; with 100% employer match about $188,106 at 4% or $125,404 at 6%.
Boston Private Financial Holdings Inc. Severance Pay Plan-766---
Boston Private Financial Holdings Health and Welfare Benefits Plan-760---
20163906$117,356,086$12,540,381$13,841iApproximate average salary by contribution assumption: employee only about $346,037 at 4% or $230,691 at 6%; with 50% employer match about $230,691 at 4% or $153,794 at 6%; with 100% employer match about $173,019 at 4% or $115,346 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-906$117,356,086$12,540,381$13,841iApproximate average salary by contribution assumption: employee only about $346,037 at 4% or $230,691 at 6%; with 50% employer match about $230,691 at 4% or $153,794 at 6%; with 100% employer match about $173,019 at 4% or $115,346 at 6%.
Boston Private Financial Holdings Health and Welfare Benefits Plan-720---
Boston Private Financial Holdings Inc. Severance Pay Plan-720---
20153869$103,277,497$11,439,804$13,164iApproximate average salary by contribution assumption: employee only about $329,108 at 4% or $219,406 at 6%; with 50% employer match about $219,406 at 4% or $146,270 at 6%; with 100% employer match about $164,554 at 4% or $109,703 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-869$103,277,497$11,439,804$13,164iApproximate average salary by contribution assumption: employee only about $329,108 at 4% or $219,406 at 6%; with 50% employer match about $219,406 at 4% or $146,270 at 6%; with 100% employer match about $164,554 at 4% or $109,703 at 6%.
Boston Private Financial Holdings Health and Welfare Benefits Plan-724---
Boston Private Financial Holdings Inc. Severance Pay Plan-725---
20143839$104,028,129$11,438,108$13,633iApproximate average salary by contribution assumption: employee only about $340,826 at 4% or $227,217 at 6%; with 50% employer match about $227,217 at 4% or $151,478 at 6%; with 100% employer match about $170,413 at 4% or $113,609 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-839$104,028,129$11,438,108$13,633iApproximate average salary by contribution assumption: employee only about $340,826 at 4% or $227,217 at 6%; with 50% employer match about $227,217 at 4% or $151,478 at 6%; with 100% employer match about $170,413 at 4% or $113,609 at 6%.
Boston Private Financial Holdings Inc. Severance Pay Plan-701---
Boston Private Financial Holdings Health and Welfare Benefits Plan-704---
20133776$99,296,862$9,890,651$12,746iApproximate average salary by contribution assumption: employee only about $318,642 at 4% or $212,428 at 6%; with 50% employer match about $212,428 at 4% or $141,619 at 6%; with 100% employer match about $159,321 at 4% or $106,214 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-776$99,296,862$9,890,651$12,746iApproximate average salary by contribution assumption: employee only about $318,642 at 4% or $212,428 at 6%; with 50% employer match about $212,428 at 4% or $141,619 at 6%; with 100% employer match about $159,321 at 4% or $106,214 at 6%.
Boston Private Financial Holdings Inc. Severance Pay Plan-586---
Boston Private Financial Holdings Health and Welfare Benefits Plan-622---
20124826$83,484,021$10,833,833$13,116iApproximate average salary by contribution assumption: employee only about $327,901 at 4% or $218,600 at 6%; with 50% employer match about $218,600 at 4% or $145,734 at 6%; with 100% employer match about $163,950 at 4% or $109,300 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-826$83,484,021$10,833,833$13,116iApproximate average salary by contribution assumption: employee only about $327,901 at 4% or $218,600 at 6%; with 50% employer match about $218,600 at 4% or $145,734 at 6%; with 100% employer match about $163,950 at 4% or $109,300 at 6%.
Boston Private Financial Holdings Health Plan-0---
Boston Private Financial Holdings Inc. Severance Pay Plan-610---
Boston Private Financial Holdings Health and Welfare Benefits Plan-675---
20115870$70,840,297$10,466,529$12,030iApproximate average salary by contribution assumption: employee only about $300,762 at 4% or $200,508 at 6%; with 50% employer match about $200,508 at 4% or $133,672 at 6%; with 100% employer match about $150,381 at 4% or $100,254 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-870$70,840,297$10,466,529$12,030iApproximate average salary by contribution assumption: employee only about $300,762 at 4% or $200,508 at 6%; with 50% employer match about $200,508 at 4% or $133,672 at 6%; with 100% employer match about $150,381 at 4% or $100,254 at 6%.
Boston Private Financial Holdings Health Plan-294---
Boston Private Financial Holdings Disability Plan-0---
Boston Private Financial Holdings Inc. Severance Pay Plan-701---
BOSTON PRIVATE FINANCIAL HOLDINGS, INC. FLEXIBLE BENEFITS PROGRAM-163---
20103888$67,098,232$9,585,367$10,794iApproximate average salary by contribution assumption: employee only about $269,858 at 4% or $179,906 at 6%; with 50% employer match about $179,906 at 4% or $119,937 at 6%; with 100% employer match about $134,929 at 4% or $89,953 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-888$67,098,232$9,585,367$10,794iApproximate average salary by contribution assumption: employee only about $269,858 at 4% or $179,906 at 6%; with 50% employer match about $179,906 at 4% or $119,937 at 6%; with 100% employer match about $134,929 at 4% or $89,953 at 6%.
Boston Private Financial Holdings Disability Plan-343---
Boston Private Financial Holdings Health Plan-274---
20093886$60,323,543$11,531,360$13,015iApproximate average salary by contribution assumption: employee only about $325,377 at 4% or $216,918 at 6%; with 50% employer match about $216,918 at 4% or $144,612 at 6%; with 100% employer match about $162,688 at 4% or $108,459 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-886$60,323,543$11,531,360$13,015iApproximate average salary by contribution assumption: employee only about $325,377 at 4% or $216,918 at 6%; with 50% employer match about $216,918 at 4% or $144,612 at 6%; with 100% employer match about $162,688 at 4% or $108,459 at 6%.
Boston Private Financial Holdings Disability Plan-341---
Boston Private Financial Holdings Health Plan-289---
200831,150$52,847,596$10,550,976$9,175iApproximate average salary by contribution assumption: employee only about $229,369 at 4% or $152,913 at 6%; with 50% employer match about $152,913 at 4% or $101,942 at 6%; with 100% employer match about $114,685 at 4% or $76,456 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-1,150$52,847,596$10,550,976$9,175iApproximate average salary by contribution assumption: employee only about $229,369 at 4% or $152,913 at 6%; with 50% employer match about $152,913 at 4% or $101,942 at 6%; with 100% employer match about $114,685 at 4% or $76,456 at 6%.
Boston Private Financial Holdings Health Plan-828---
Boston Private Financial Holdings Disability Plan-435---
200731,051$67,934,223$10,461,858$9,954iApproximate average salary by contribution assumption: employee only about $248,855 at 4% or $165,903 at 6%; with 50% employer match about $165,903 at 4% or $110,602 at 6%; with 100% employer match about $124,427 at 4% or $82,952 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-1,051$67,934,223$10,461,858$9,954iApproximate average salary by contribution assumption: employee only about $248,855 at 4% or $165,903 at 6%; with 50% employer match about $165,903 at 4% or $110,602 at 6%; with 100% employer match about $124,427 at 4% or $82,952 at 6%.
Boston Private Financial Holdings Disability Plan-409---
Boston Private Financial Holdings Health Plan-356---
20063758$50,022,899$7,942,912$10,479iApproximate average salary by contribution assumption: employee only about $261,969 at 4% or $174,646 at 6%; with 50% employer match about $174,646 at 4% or $116,431 at 6%; with 100% employer match about $130,985 at 4% or $87,323 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-758$50,022,899$7,942,912$10,479iApproximate average salary by contribution assumption: employee only about $261,969 at 4% or $174,646 at 6%; with 50% employer match about $174,646 at 4% or $116,431 at 6%; with 100% employer match about $130,985 at 4% or $87,323 at 6%.
Boston Private Financial Holdings Disability Plan-412---
Boston Private Financial Holdings Health Plan-730---
20053654$35,653,581$5,685,417$8,693iApproximate average salary by contribution assumption: employee only about $217,332 at 4% or $144,888 at 6%; with 50% employer match about $144,888 at 4% or $96,592 at 6%; with 100% employer match about $108,666 at 4% or $72,444 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-563$35,653,581$5,685,417$10,098iApproximate average salary by contribution assumption: employee only about $252,461 at 4% or $168,307 at 6%; with 50% employer match about $168,307 at 4% or $112,205 at 6%; with 100% employer match about $126,230 at 4% or $84,154 at 6%.
Boston Private Financial Holdings Disability Plan-342---
Boston Private Financial Holdings Health Plan-654---
20042470$30,702,769$4,779,016$10,168iApproximate average salary by contribution assumption: employee only about $254,203 at 4% or $169,469 at 6%; with 50% employer match about $169,469 at 4% or $112,979 at 6%; with 100% employer match about $127,101 at 4% or $84,734 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-470$30,702,769$4,779,016$10,168iApproximate average salary by contribution assumption: employee only about $254,203 at 4% or $169,469 at 6%; with 50% employer match about $169,469 at 4% or $112,979 at 6%; with 100% employer match about $127,101 at 4% or $84,734 at 6%.
Boston Private Financial Holdings Disability Plan-305---
20032420$23,695,455$4,112,934$9,793iApproximate average salary by contribution assumption: employee only about $244,818 at 4% or $163,212 at 6%; with 50% employer match about $163,212 at 4% or $108,808 at 6%; with 100% employer match about $122,409 at 4% or $81,606 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-420$23,695,455$4,112,934$9,793iApproximate average salary by contribution assumption: employee only about $244,818 at 4% or $163,212 at 6%; with 50% employer match about $163,212 at 4% or $108,808 at 6%; with 100% employer match about $122,409 at 4% or $81,606 at 6%.
Boston Private Financial Holdings Disability Plan-293---
20021394$15,480,547$2,501,630$6,349iApproximate average salary by contribution assumption: employee only about $158,733 at 4% or $105,822 at 6%; with 50% employer match about $105,822 at 4% or $70,548 at 6%; with 100% employer match about $79,366 at 4% or $52,911 at 6%.
Boston Private Financial Holdings Inc. 401(K) Profit Sharing Plan-394$15,480,547$2,501,630$6,349iApproximate average salary by contribution assumption: employee only about $158,733 at 4% or $105,822 at 6%; with 50% employer match about $105,822 at 4% or $70,548 at 6%; with 100% employer match about $79,366 at 4% or $52,911 at 6%.