Other · DOL Form 5500 · 2022
Brookhaven at Lexington Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $120,902
- Avg per participant Near avg balance/head
Official DOL plan name: Brookhaven at Lexington 403(b) Plan · Sponsored by Brookhaven at Lexington · Massachusetts · Healthcare & Social Assistance
$15M in assets, 127 participants
Brookhaven at Lexington's Brookhaven at Lexington 403(b) Plan reported $15M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,523 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Brookhaven at Lexington 403(b) Plan covers 127 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.
- #15,523
- in Healthcare & Social Assistance (20,060 peers)
- -15.5%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brookhaven at Lexington 403(b) Plan's outsized position by total assets
Brookhaven at Lexington 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,354,550 Top 27% higher than 73% 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
Brookhaven at Lexington 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookhaven at Lexington 403(b) Plan sits mid-pack in the medium band (127 participants).
Published 5500 schedule card
Filing strip 042853296 · Brookhaven at Lexington PY 2022 · Other
Brookhaven at Lexington 403(b) Plan · $15M · 127 · 73rd
- BOY $15M
- BOY 127
- BOY 73rd
- BOY Other
- BOY near Mobilization for Justice, Inc. 403(b) Plan
- BOY ind #15523
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 →
Brookhaven at Lexington 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 042853296 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brookhaven at Lexington)
Sponsor-wide plan assets over time
All Brookhaven at Lexington plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 26.073235620711777% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $15M |
| 2023 | 1 | 121 | $18M |
| 2024 | 1 | 123 | $19M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Brookhaven at Lexington 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Mobilization for Justice, Inc. 403(b) Plan in NY ($15M); by covered participants it is Oakridge School 403(b) Tda Plan in TX (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Oakridge School 403(b) Tda Plan (TX) 127 · 0 off
- Experimental Aircraft Association, Inc. 403(b) Tda Plan (WI) 127 · 0 off
- Toyota De Puerto Rico, Inc. Savings and Investment Plan (PR) 127 · 0 off
- Lutheran Good Shepherd Home 403(b) Plan (MO) 127 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.