401(k) · DOL Form 5500 · 2022
Phillip B Aubin Dds PC 401(k) Plan
Data updated 2026-08-25
- $474K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $118,584
- Avg per participant Near avg balance/head
Official DOL plan name: Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust · Sponsored by Phillip B Aubin Dds PC · Massachusetts · Healthcare & Social Assistance
$474K in assets, 4 participants
Phillip B Aubin Dds PC's Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust reported $474K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 18th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,761 in Healthcare & Social Assistance (20,060 peers)
Phillip B Aubin Dds PC multi-year trail
Phillip B Aubin Dds PC's plans moved +385.4% in assets from 2022 to 2024; this filing shows Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust at $474K / 4 participants.
- #2,761
- in Healthcare & Social Assistance (20,060 peers)
- -51.1%
- assets change YoY
The plan reported a net loss of $496K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$474,336 18th percentile higher than 18% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
DOL schedule card
Filing strip 201061208 · Phillip B Aubin Dds PC PY 2022 · 401(k)
Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust · $474K · 4 · 18th
- 5500 $474K
- 5500 4
- 5500 18th
- 5500 401(k)
- 5500 near Wellsprings Care and Rehab Inc 401(k) Plan
- 5500 ind #2761
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Phillip B Aubin Dds PC multi-year asset trail
Sponsor-wide plan assets over time
All Phillip B Aubin Dds PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 385.43922451595495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $474K |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $2M |
Phillip B Aubin Dds PC filing trail (2022)
| Total Assets (Beginning of Year) | $970K |
|---|---|
| Net Assets (End of Year) | $474K |
| Net Income | -$496K |
| Employer EIN | 201061208 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Wellsprings Care and Rehab Inc 401(k) Plan in AZ ($474K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($474K here).
- Wellsprings Care and Rehab Inc 401(k) Plan (AZ) $474K · 159
- Jeremiah Phillips, LLC. 401(k) Plan (CA) $474K · 115
- C & M Homecare, Inc. 401(k) Profit Sharing Plan (OR) $474K · 36
- Mountain Horse, LLC 401(k) Plan (CO) $474K · 12
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.