Other · DOL Form 5500 · 2023

Dexter Southfield, Inc. Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
207
Participants Below avg headcount
86th
Percentile by assets National rank
$253,646
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

$53M in assets, 207 participants

Dexter Southfield, Inc.'s Dexter Southfield, Inc. Defined Contribution Retirement Plan reported $53M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,806 in Educational Services (3,735 peers)

Coverage in Massachusetts

Dexter Southfield, Inc. Defined Contribution Retirement Plan covers 207 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $53M.

#2,806
in Educational Services (3,735 peers)
+17.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$52,504,635 Top 14% higher than 86% of 127,068 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 2023

Dexter Southfield, Inc. Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 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 (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dexter Southfield, Inc. Defined Contribution Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Dexter Southfield, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Dexter Southfield, Inc. Defined Contribution Retirement Plan reported participants rose from 177 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042104152 · Dexter Southfield, Inc. PY 2023 · Other

Dexter Southfield, Inc. Defined Contribution Retirement Plan · $53M · 207 · 86th

  • RANK $53M
  • RANK 207
  • RANK 86th
  • RANK Other
  • RANK near Avon Old Farms School Defined Contribution Retirement Plan
  • RANK ind #2806

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

Asia Society 403(b) DC Plan$53MCharles R. Drew University Defined Contribution PlanCharles R. Drew University D…$53MDexter Southfield, Inc. Defined Contribution Retirement PlanDexter Southfield, Inc. Defi…$53MAvon Old Farms School Defined Contribution Retirement PlanAvon Old Farms School Define…$52MRavenscroft School Retirement PlanRavenscroft School Retiremen…$52M
End-of-year total assets ($M) among Dexter Southfield, Inc. Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
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 -20246 Total assets ($B) Participants Dexter Southfield, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.052504635 · Participants: 207Dexter Southfield, Inc. Defined Contribution Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement 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 Avon Old Farms School Defined Contribution Retirement Plan in CT ($52M); by covered participants it is Catlin Gabel School Retirement Plan in OR (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Dexter Southfield, Inc. Defined Contribution Retirement Plan grew sharply - up 17.6% during 2023, from $45M to $53M. Reported net income was $8M.
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 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Avon Old Farms School Defined Contribution Retirement Plan in CT ($52M, 193 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 Catlin Gabel School Retirement Plan in OR (207 participants, $49M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.