Other · DOL Form 5500 · 2022

Dexter Southfield, Inc. Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
177
Participants Small participant base
87th
Percentile by assets National rank
$252,159
Avg per participant Above avg balance/head
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Official DOL plan name: Dexter Southfield, Inc. Defined Contribution Retirement Plan · Sponsored by Dexter Southfield, Inc. · Massachusetts · Educational Services

$45M in assets, 177 participants

Dexter Southfield, Inc.'s Dexter Southfield, Inc. Defined Contribution Retirement Plan reported $45M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,059 in Educational Services (4,024 peers)

Coverage in Massachusetts

Dexter Southfield, Inc. Defined Contribution Retirement Plan covers 177 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $45M.

#3,059
in Educational Services (4,024 peers)
-13.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dexter Southfield, Inc. Defined Contribution Retirement Plan's outsized position by total assets

Dexter Southfield, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$44,632,096 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Dexter Southfield, Inc. Defined Contribution Retirement 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. Dexter Southfield, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (177 participants).

Published 5500 schedule card

Filing strip 042104152 · Dexter Southfield, Inc. PY 2022 · Other

Dexter Southfield, Inc. Defined Contribution Retirement Plan · $45M · 177 · 87th

  • PART $45M
  • PART 177
  • PART 87th
  • PART Other
  • PART near Chicago Horticultural Society 403(b) Retirement Plan
  • PART ind #3059

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 Educational Services retirement plans → · Plans in Massachusetts →

Dexter Southfield, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

William Jewell College 403(b) PlanWilliam Jewell College 403(b…$45MChicago Horticultural Society 403(b) Retirement PlanChicago Horticultural Societ…$45MField Museum of Natural History 403(b) PlanField Museum of Natural Hist…$45MDexter Southfield, Inc. Defined Contribution Retirement PlanDexter Southfield, Inc. Defi…$45MWyoming Seminary Defined Contribution Retirement PlanWyoming Seminary Defined Con…$45M
End-of-year total assets ($M) among Dexter Southfield, Inc. Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$45M
Net Income-$7M
Employer EIN042104152
Plan Effective Date1958-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dexter Southfield, Inc.)

Sponsor-wide plan assets over time

All Dexter Southfield, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 37.58037265379605% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.6M $61.4M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 177 $45M
2023 1 207 $53M
2024 1 193 $61M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Dexter Southfield, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Dexter Southfield, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.044632096 · Participants: 177Dexter Southfield, Inc. Defined Contribution Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Dexter Southfield, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Dexter Southfield, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Dexter Southfield, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Chicago Horticultural Society 403(b) Retirement Plan in IL ($45M); by covered participants it is Clara Martin Center 403(b) Plan in VT (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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.

Frequently Asked Questions

How did Dexter Southfield, Inc. Defined Contribution Retirement Plan assets move in 2022? ▼
Dexter Southfield, Inc. Defined Contribution Retirement Plan pulled back noticeably - down 13.0% during 2022, from $51M to $45M. Reported net income was -$7M.
How have Dexter Southfield, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dexter Southfield, Inc.'s sponsor-wide assets grew 37.6%, from $45M to $61M.
Where does Dexter Southfield, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Dexter Southfield, Inc. Defined Contribution Retirement Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Dexter Southfield, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Chicago Horticultural Society 403(b) Retirement Plan in IL ($45M, 406 participants).
Which Other plans cover a similar participant headcount to Dexter Southfield, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Clara Martin Center 403(b) Plan in VT (177 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042104152.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.